Acquisition Program not being recorded?

[Mikes_Jones]

hey guys,

i created a smart list with the purpose of showing me all new names we've had in Marketo for the past 4 months. With the date filter on, I didn't get any results. When I removed the date filter, I was able to see that the last new name we've gotten according to Marketo was in February 2016, which is clearly not right.

Any reason why acquisition program isn't being correctly identified when a new name enters our database?

also, what's the best way to find out how many net-new names have entered MKTO in the past 4 months from only certain programs?

[Erik_Heldebro2]

Hi Malik,

Are you using embedded forms on your website? If so you need to define Acquisition Program and Date yourself.

You can set up a Data Management Smart Campaign to automatically assign Acquisition Program based on form with a Change Data Value flow step (with If Empty choice) and a Change Data Value for Acquisition Date with {{system.dateTime}} (also If Empty choice).

/Erik

[Mikes_Jones]

will this take care of retroactive leads as well or only leads moving forward?

[Mikes_Jones]

also does there need to be a separate campaign for each acquisition program?

[Grégoire_Miche2]

Hi Malik,

It will take care of the future.

For the past, use a lead was created filter, with "form name" constraint.

-Greg

[Mikes_Jones]

Okay, so I did that - but my question is, for Form, can I select "is any" and then use a token in the Flow to automatically add the correct acquisition program, or do I have to go through each form and manually enter in the acquisition program?

[Grégoire_Miche2]

Hi Malik,

I am afraid you will need to add a smart campaign for each form.

-Greg

[Mikes_Jones]

"You can set up a Data Management Smart Campaign to automatically assign Acquisition Program based on form with a Change Data Value flow step (with If Empty choice) and a Change Data Value for Acquisition Date with {{system.dateTime}} (also If Empty choice)."

can you clarify the above? does this mean that a smart campaign will have to be created for every non-MKTO LP form moving forward?

[Grégoire_Miche2]

Smart campaign will look like this:

smart list:

• Trigger: fills out form, form is [Name of the form you want to track]. If this is a shared form, you will have to add a constraint: referer IS URL of the web page the form is embedded on (since these are embedded ones)

Flow:

• Change Data Value
  • Choices: If Acquisition Program Name Is empty - Attribute IS acquisition program - New value is [program in which the smart campaign is located]
  • Default: do nothing

Normally, this should be enough, as when the acquisition program is set, the date is also computed.

-Greg

[Dan_Stevens_]

See my replies in this thread: Re: Acquisition Program Name and Date Not Automatically Set

Note, that the answer marked "correct" here is slightly incorrect in that you cannot evaluate if "Acquisition Program" is empty.  You must use the slightly different attribute, "Acquisition Program Name" - which I clarified further on in the thread.