lead scoring

[Anonymous]

I have set up all tokens.  However, how can i select multiple tokens for one campaign?  Say, I have an email campaign which I want to track: 
1) if that person has download a report?
2) If he/she has click other links
3) if he/she has click to the website.  

How can I set that. 
Thanks
Mabel 

[Natali_Talevski]

Hi Mabel,

Just so I understand, are you looking to set up triggers that would assign a score based on the action a lead undertakes?

If so, then you set up a smart campaign (one for each of your triggers) with the trigger being the action you want to score on and the flow step being Change Score +/- amount of points you wish to assign.

You can do as many as you like for a single camapign, but if it's a lead scoring system, then it would be easier to put together a basic set of score campaigns that will update scores based on any behaviours a lead does.
 

[Anonymous]

Thanks Natali, 

I have tried setting that up.  But how I can set up score cmapaigns that can apply to all new smart campaigns?  Also, I have Marketo linked to Saleforce. I want to set up leads in marketo reaches a certain score before it went into Saleforce as a lead there.  How can I do that?    Can I also filter out a list of database that I will never wants to trigger a lead?   e.g. those under Free Subscription in Lead Source? 

Thanks a lot 
Mabel 
 

[Natali_Talevski]

For your lead scoring, you set up a smart campaign for each action you want to score on. These don't need to be within a program - they can be created on their own and placed within a campaign folder. So as an example, if you want to add 10 points for everyone who clicks a link on your website, you would have a trigger "Clicks Link on Web Page; Link Name is any" (or whatever links you want to track specifically). Then your flow step would be "Change Score: Score Name = Lead Score, Change +10" This will pick up everyone in your database that does that action - regardless of whether or not they are a member of a campaign.

To filter out certain leads from receiving the score, you simply add that criteria under the smart list with your trigger. So if you have a list set up with people you don't want to score, you will add a filter of "Member of List not in {{list name}}" or if it's a certain field then that field criteria, eg Lead Source not equal to Free Subscription.

If you want leads of a certain score (eg 100 points) only syncing into Salesforce, then that is the same set up. Just create a smart campaign (again, doesn't need to be within a prgram) that has a Smart List with a trigger of "Data Value Changes: Attribute = Lead Score, New Value greater than 100" and a Flow Step of "Sync Lead to SFDC, Assign to {{whatever your assignment rules are}}" (usually leave as Use Auto Assignment Rules)
 

[Anonymous]

OK.. let me try...  So, This has to be set in the Smart List in every program?  

However, all previous programs hasn't had anything set as  "Data Value Changes: Attribute = Lead Score, New Value greater than 100"  nor a flow Step to synd Lead to SFDC, it still show up in SFDC?     Any insight? 
 

Thanks 
Mabel 
 

[Anonymous]

Natalie, also, in terms of scoring, how can I manage lead scoring in multiple campaigns instead of just one.  E.g. one leads might score 20 within one campaign but after a few nuturing campaign, it will score over 100 and that's the time i want it to trigger a notification to SF as a lead.   How can I do that? 

Thanks 
Mabel 
 

[Josh_Hill13]

You need a separate Program and series of Campaigns to manage your lead lifecycle:

• Lifecycle Program
  • MQL Campaign: When Data Value Changes: Score >=100, then Sync to SFDC

You can do a lot more than this, but that should take care of your initial need.

[Natali_Talevski]

I would get in touch with your Marketo contact and/or Marketo support. They will be able to talk you through it.

[Anonymous]

Thanks Natali, that will be great.   Perhaps, I will need a overall reset of my Marketo System.  

Josh, do you mean i need a Smart Campaign and named it MQL, then set the scoring and Sync to SFDC, then when I create new campaigns, i just add that as a trigger to every of my campaign? 

Regards
Mabel