Today, the primary way to Sync CRM Campaign Data to Bizible is through Custom Campaign Sync Rules which you would build in your Bizible instance. However, before the Custom Campaign Sync functionality existed, Bizible customers needed to use a field called “Enable Bizible Touchpoints” on the Campaign Object to select to sync either All Campaign Members or only Responded Campaign Members. Here is a screenshot of what the field looks like in SFDC:
More and more customers are looking to phase this field out and move to the newer functionality, Custom Campaign Sync, because it is all managed in the Bizible instance and is a more automated approach. This guide seeks to explain how to make this transition. Note: if you are a new customer, this article is probably not for you as you can just proceed with the Custom Campaign Sync functionality in your implementation (don't use Enable Bizible Touchpoints field or put it on the Campaign Page Layout)!
In general, you will be looking to 1.) identify which Campaigns you had previously set Enable Bizible Touchpoints field for in the CRM, 2.) create Custom Campaign Sync logic in the Bizible account to replace this and 3.) “zero-out” the Enable Bizible Touchpoints field and then remove from the page layout (so that people don’t use it anymore).
Let's break down these pieces:
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