Direct Mail Tracking

[Anonymous]

What is the best way to track direct mail pieces? We just want a way that shows us in Salesforce and Marketo that a mail piece has been sent.

[Anonymous]

Thank you for your help!

[Anonymous]

Easiest way is probably a connection to a Salesforce campaign, plus Interesting Moments.  Create/update the Direct Mail program tag to the statuses:

- Mailed
- Visited
- Converted

Where Visited means they visited the site or the specific web page, and converted means the lead went to sales (MQL) or was added to an Opportunity.

Let Marketo create the Salesforce campaign so these statuses will appear in SFDC and will be automatically updated.

[Michelle_Tizian]

Maybe use personalized url or purl? If the person visits a personalized landing page, you might be able to track the activity in the landing page performance report.  I haven't tried that yet.  We did used QR codes on a few of our direct mail pieces, and there were ads in there that had the QR code that takes the person to a marketo landing page.  But that doesn't necessarily answer the question that asks if the direct mail was sent and is trackable in SFDC nor in Marketo.  

[Anonymous]

In Marketo, create a Smart List using the filter "Was Sent Email".