Salesforce Campaign Type field not visible to Marketo?

[ChristinaZuniga]

I want to be able to trigger off of people being added to a Salesforce Campaign that has a type of "Event" or "Webinar". For practical reasons, triggering off of the name contains will not work. I made the Campaign Type field visible to my Marketo user but when I look at the trigger options, I can only use campaign name or status, not type. Is this field not available to sync?

[Anonymous]

Add a Campaign Type filter(should be available once the field is synced) to this smart list, not a constraint. so it needs to satisfy the generic trigger AND your specific filter

[ChristinaZuniga]

Hey Tony, that works! The only issue I now face is that I can't make the campaign filter generic enough. My use case is anytime a person is added to a Salesforce Campaign with type = Inbound, I want them to go into a certain smart campaign to run through some operational steps.

In the trigger I can choose "Added to SFDC Campaign is any" but in the member of SFDC campaign I have to choose one or more in particular and I can't see a way around it, since person is either "in" or "not in", there's no global choice. Any ideas for how to work around this so I can have a global smart campaign rather than local ones every time I want to run Type = Inbound?

[Anonymous]

You might be able to say person in any and type = inbound?

[ChristinaZuniga]

But campaign name is required and there's no option for 'is any'. The filter forces you to choose which campaign they are in if you want to specify the type

[Anonymous]

Well that's a bummer. Hacky possible solution: create a dummy campaign and add 0 leads to it then just use "not in" .

However, hopefully someone who has experience with this will answer but that's all I got.

[ChristinaZuniga]

I think that will work! Thanks Tony Teixeira​! See you at Summit?

[Sheila_Madriga2]

Hi Christina,

Did you ever find a solution or workaround for this?

[ChristinaZuniga]

Sheila Madrigal​, I did my set up but it's nothing scalable. I work in a smaller org with more lead time between content projects that require me to update my operational campaigns, so I'm basically updating with the new campaign name each time. I don't recommend it.

You can upvote this idea:

[Anonymous]

Yeah, so soon! Maybe see you at a happy hour before that though.

[Anonymous · Accepted solution]

Not Member of SFDC Campaign filter, use the filter "Campaign Type". Since you synced this field from sfdc you should now have a filter for that field available.

[ChristinaZuniga]

I searched by "Campaign type" and "type" and can't find it.

[Anonymous]

Is that field showing on your lead/contact records? i.e. did the sync happen? Haven't played with synced campaigns so I might be off assuming the field would act the same as any other field.

[ChristinaZuniga]

This is a field on the campaign object, where there's a one to many relationship with person records in Marketo. The field does not appear on a record because they can be in many campaigns with many different types.

[Anonymous]

Ahh makes sense now. It's another object so yeah...