We have created a Custom SFDC Field called "Most Recent Campaign." Is there a way to create a system-wide Trigger Campaign in Marketo that would update any Leads or Contacts with the most recent Marketo Program Name? Currently, I can only do this on a per-campaign basis using the SFDC Campaign ID.
Hi 31838,
I am interested on how you decided to populated Most Recent Campaign field.
Lana,
As described, you could add the campaign ID as a URL parameter on the link to your landing page, and have a hidden field in the form "grab" this value.
http://sub.domain.com/?campaignID=701XXXXXXXXXXXX
Feel free to send me an email if you have any more questions; you should still have it
Hi Jason,
It's a pleasant surprise to see your face and reply pop up in this thread
I really like the thought of capturing the most recent campaign information.
Thanks for the advice.
Lana
Hi Lana,
If it's a lookup field in SFDC, it is pretty tricky as it will require the SFDC ID of the campaign...
The hidden field capturing an URL parameter is a very good one... only if leads fill out forms as part of your campaign
The other solution is that you develop some logic (APEX trigger) in SFDC to populate that field each time a campaign member is created or set to "responded = true" (the equivalent in SFDC to program success in Marketo) in SFDC. Then from Marketo, then only thing you need to do is to use the "add to SFDC Campaign" flow step or synchronize your programs.
-Greg
Hi Gregoire,
Hidden field capturing an URL parameter: I was really hoping it could be based off "clicks link" in emails and not just filled out form.
I like your second suggestion. This may be the route we take.
Thank you for providing your guidance.
Lana
Hidden field capturing an URL parameter: I was really hoping it could be based off "clicks link" in emails and not just filled out form.
Clicks Email can't automatically transport a single query param to a field on the lead record.
However, a Filled Out Form activity does not require that the lead actually see nor manually fill out the form. A background form -- not the conversion form, but a separate form specifically designed for this purpose, with only one hidden field on it -- can automatically submit when they view the page.
It's also possible to use a Visit Web Page activity to do the same.