Global Life Cycle Smart Campaigns- does anyone know how to set up ?

[Anonymous]

We have 4 Workspaces, plus Default.  Each WS is a separate Business.  We currently do Lead Life Scyle Smart Campaigns in the individual Business WS's.  (Example:  Prospect fills out Form, Smart Campaign changes Lead Status from 'Raw' to 'Inquiry', etc).

Is there a way to set up a set of Lead Life Cycle SC's that operate across the entire instance (that way i'm only managing one set of SCs, vs 4)....


Thank you!

Claude

[Anonymous]

Hi Claude,
why don't you build the campaign in a Workspace with access to all Lead Partitions?

Best regards

Steffen

[Josh_Hill13 · Accepted solution]

Place the LLC (lead lifecycle) in the Default WS as long as it can see all Lead Partitions.

Having done this recently, here are some things to consider:

• are you already using a 1-1 WS to Partition system?
• Do you have a single partition with several WS?
• If so, then you need a method to identify leads as being WS/BU1 vs. BU2. This could be a product flag, BU flag, or just separate scoring.
• Does each BU have a different LLC?
• Does each BU have a different definition of a MQL? Or different ULDs?
• How separate are the lead assignment rules?
• How are those assignment rules handled now? In SFDC? In Marketo?
• if you change the LLC to be centralized, will that change reporting?
• how will you breakout the funnels for each BU?

[Anonymous]

Great (and Fast!) Replies.  Thank you to both Steffen and Josh! Case Solved.
🙂