Outline an operational procedure for lead routing multiple countries
CA: Assuming that the routing rule is only based on Country, I agree with @Zoe_Forman to use a Segmentation here to try to group the Country (by Region/Territory) and for easier maintenance in the future as well. To operationalize this, I'd propose a smart campaign with the following structure:
Smart List:
- Trigger: Segment Changes
Flow:
- Change Owner:
> Choice 1: If Region/Territory is North America then X
Choices will go based on the defined rules per Region
Identify how to manage a change to Lead Scoring for Behaviors within Marketo.
CA: I'd meet with Marketing and Sales to define activities and the score appropriate for it. Then from those activities, define which ones are good to score for a hot lead that has potential to be MQLs and then define which ones are for regular score update. After that, make sure to have a Behavior Score field to record the scores.
Then base on that, build several smart campaigns with the following structure:
- For activities defined for MQLs (filled out form on high value pages; online chats; scheduled demos: Build a trigger campaign
> Smart list: fills out form trigger with pages constraint (define high value pages)
> Flow: change score (+20)
- For regular activities: build batch campaigns
For all these, I'd do the usual scaling things like adding score values in a token and then use that token in each flow. I'd also propose to add all these scoring campaigns inside one program.
Then lastly, I'd make sure that we have a score decay in place for inactivities.
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