Salesforce Campaign Sync in a Marketo Program

Danielle_Wong · ‎11-15-2017

If I set up Salesforce Campaign Sync for a Marketo Program, do I have to create smart campaigns to change program status? Or will it just automatically update when a lead opens, clicks, fills out form?

Can you share any examples of your smart campaigns to do this? Do you include triggers? Or just the Change Program Status flow?

Thanks

Gerard_Donnell4 · ‎11-15-2017

Hi Danielle Chan,

So the status' will be different for each type of program and don't always mirror the performance of emails for example. If someone opens an email the status for an email blast program might change to Engaged.

So you would need to create smart campaigns that have triggers to change these status', For Example in and Email Blast a smart campaign might be:

opens email > clicks link & link not unsubscribed >>> Flow Step >>> Change program status > new status is: Email Blast - Engaged.

You can find all your different status' in the tags section of the admin area under Channels.

The sync between Salesforce and Marketo should be done on the program level if possible and then the status' will automatically flow and mirror in each system. This is good for events where someone might confirm going to an event via a phone call to sales rather than fill in a form, therefore a flow step of change program status in the registered smart campaign wouldn't catch that but it the program was synced the new status in SF would flow back to Marketo.

Thanks,

Gerard

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Trevor_Parsell · ‎11-15-2017

Hey Danielle,

Here is an example of how we have manage our status changes:

Separate Trigger programs

Trigger

Flow

I've found that using program templates and keeping the status updates in separate smart campaigns makes things easier to manage and track. I hope this helps.

Thanks!

Trevor

Danielle_Wong · ‎11-15-2017

Hi Trevor, this is great!

I'm thinking we might need to update our processes to look more like how you and Gerard seems to be doing it.

I provided another example of what I have set up and was curious if what I have will basically work the way your method does.

Thanks again