Jackie Gragnola In Marketo, you can set the email channel as operational not to be included in reporting. Typically if I am sending an email for a specific event for them to register or attend, I don't use the email program, i just use a smart campaign. I reserve the email program (looks like a mailbox) for a/b testing cases. If you want to use the email program to send emails for an event, you can make the channel operational from reporting. You can also, choose not to sync that program over to SFDC campaign to not clog up the view and to not feed the data into FT. That program will only sync to an SFDC campaign if you tell it to.
I've discovered in my inherited instance they have many previous hidden channels.
The company typically has an email campaign with 3 or 4 emails. (They previously executed their sends with a smart campaign.) The problem is reporting...sales would like to know the email (subject and CTA), who opened each email, who clicked on any link in each email, and if someone was converted to an MQL by clicking the CTA in any of the emails.
The channel they seem to be set on is "Email Blast":
What I see happening is that the "change data value" instruction in the campaign keeps switching the sent-opened-clicked because they are the same value, with each email send.
What is the proper way to set this up? First of all, should it be an email program (mailbox) and not a smart campaign? If it is an email program, does each email get its own progression campaigns and reports (and each synced to SFDC-not just synced at the top level)? Is it possible to roll all three emails in a campaign to one report for opens, clicks?
Should the channel's progression steps be changed to not be the same so a person cannot go backward?
Appreciate any help you can give!
Thanks!
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