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
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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