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Lead source Recent: Direct Organic Issues

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cookiemonstersa
Level 4

Lead source Recent: Direct Organic Issues

Hey all,

I am revamping the way an old agency did "Lead source recent" programs. 

They have it set up that if the program status is changed, then the lead source recent will be Direct/Organic. This would mean even if they came in through something like paid search, Marketo would stamp the lead source recent as "Direct/Organic" overwriting the just stamped "Paid Search".

cookiemonstersa_0-1680292744990.png

 


The lead source recent field includes a date but not a time. 
How can I find a way to make sure if the field was just stamped within x seconds, then this flow skips updating it as the default "Direct/organic"

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Darshil_Shah1
Level 10 - Community Advisor

Re: Lead source Recent: Direct Organic Issues

Given that you just have a single CDV flow step to update Most Recent Lead Source to "Direct/Organic" in the flow, you can technically use a Not Data Value Changed filter for the Most Recent Lead Source field with the Date of Activity in the past x seconds constraint in the campaign's smart list to filter out people whose Most Recent Lead Source field was updated in past x seconds. However, this method isn't very reliable. Instead of having this campaign for setting the Direct/Organic value, why don't you set the field to Direct/Organic as the default value at the form level/place where you're setting the Paid-Search value itself?

 

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4 REPLIES 4
Darshil_Shah1
Level 10 - Community Advisor

Re: Lead source Recent: Direct Organic Issues

Given that you just have a single CDV flow step to update Most Recent Lead Source to "Direct/Organic" in the flow, you can technically use a Not Data Value Changed filter for the Most Recent Lead Source field with the Date of Activity in the past x seconds constraint in the campaign's smart list to filter out people whose Most Recent Lead Source field was updated in past x seconds. However, this method isn't very reliable. Instead of having this campaign for setting the Direct/Organic value, why don't you set the field to Direct/Organic as the default value at the form level/place where you're setting the Paid-Search value itself?

 

cookiemonstersa
Level 4

Re: Lead source Recent: Direct Organic Issues

Hadn't thought about that approach! Will look into the option of setting the defaults at the form level. Thanks! 

SanfordWhiteman
Level 10 - Community Moderator

Re: Lead source Recent: Direct Organic Issues

There’s not enough information here to make a recommendation — you haven’t even shown the Flow for this single SC!

 

You’d have to show the entirety of your Program Status-based source tracking logic for someone to give you safe advice that wouldn’t break something critical.

cookiemonstersa
Level 4

Re: Lead source Recent: Direct Organic Issues

Valid point, my mistake for rushing this! Apologies! 

Here is the flow for Direct Organic Lead Source: 

cookiemonstersa_0-1680294193052.png

cookiemonstersa_1-1680294201146.png

Here is the flow for paid search: 

cookiemonstersa_2-1680294239192.png

cookiemonstersa_3-1680294246819.png

In the paid search programs the program status is changed instantly, whereas in the web content program, it waits 1 minute, thus allowing the lead source to be stamped as "Paid Search"  by the above campaigns.

Program level...
Paid Search:

cookiemonstersa_4-1680294375166.png

cookiemonstersa_5-1680294392585.png

Web content: 

cookiemonstersa_7-1680294439469.png

 

cookiemonstersa_6-1680294426021.png


Lead source most recent campaigns: Organic

cookiemonstersa_8-1680294669694.png

cookiemonstersa_9-1680294683129.png

Lead source most recent campaigns: Paid

cookiemonstersa_10-1680294718640.png

cookiemonstersa_11-1680294742293.png



It should be noted that these "Paid Search" programs used to be content-specific, but are now generalized. So someone who gets captured by these paid search programs as a success will also be a success in the content program where they convert on the asset. 

I'm no writer, but I hope this explanation makes sense. Thank!