Re: Best way of doing an attend or engage and change the score

Dan_Stevens_
Level 10 - Champion Alumni

Re: Best way of doing an attend or engage and change the score

I think it might be worthwhile for you to spend some time taking the on-demand training or viewing the Marketo documentation online.  To learn more about channels and program statuses, you can find more information here.  There is also a comprehensive section on program and program membership here.

BTW, those numbers for the steps are not scores, they are the steps of each program status.  The Step number is used for sorting of program statuses. Leads cannot go backwards in these program statuses - only forward.
Anonymous
Not applicable

Re: Best way of doing an attend or engage and change the score

Hi Dan Stevens, thanks for your answer. So lets say we are holding an event/seminar, we can mark "attended" and it will change the score? I jsut have to be clear about that.
Anonymous
Not applicable

Re: Best way of doing an attend or engage and change the score

Hi Mads, you will need a smart campaign in place that is triggered by someone's program status to changed to "attended". The flow step would then be a change score, + the number of points you want to give an attendee. This will not happen automatically, you will need to set up a smart campaign within your scoring.
Dan_Stevens_
Level 10 - Champion Alumni

Re: Best way of doing an attend or engage and change the score

Dory is spot on.  Marketo doesn't really do anything automatically.  What it does do is provide very powerful tools to allow you to develop your workflows and processes appropriately for how your organization operates.  Channels, program statuses and smart campaigns are the core to most of this.  With regards to lead scoring, you can either do that at the program level or setup a common lead scoring framework that applies to all program (which we discussed in this thread).  We don't do any lead scoring at the program level.