Hi everyone -
We have a previously set up program in our instance. In the set up, it has the SFDC campaign type.
I uploaded a list that we will be emailing this week. The problem is is that now all those people are "members" of the program and they also all became members of the SFDC campaign which is not what I wanted. I only want to see in both instances those who did certain actions. Is this because of the sync in the program? How do I prevent this happening into the future?
Thank you!
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Hi Jennifer,
You cannot prevent this from happening in the future. As soon as the leads are added to the program, they will also appear as members of the SFDC campaign if the program is sync'ed with a campaign.
2 importants things here:
-Greg
Hi Jennifer,
You cannot prevent this from happening in the future. As soon as the leads are added to the program, they will also appear as members of the SFDC campaign if the program is sync'ed with a campaign.
2 importants things here:
-Greg
Hi Gregoire -
Very helpful information - thank you.
I just thought of something: if I do not sync a SFDC campaign inside the Marketo setup. However, if a prospect/customer does a desired trigger, would then adding in the flow steps a SFDC campaign bypass the issue of syncing over all the unwanted information?
Hi Jennifer,
Yes, that will work, as long as the program does not sync with the SFDC campaign. But then you will loose the advantages of the sync, which is to make sure that both systems report campaign membership and success alike.
-Greg
Thank you!
You might want to have a scoring criteria be what determines if a lead goes to SFDC. For example, we rate behavioral and demographic information and assign points. If a lead hits 100 points they go to SFDC.
Hi Robb,
As long as the program and the smart campaign are sync'ed, a lead is sync'ed to SFDC as soon as it is added to the program and this cannot be stopped.
-Greg
Hi Robb -
We have rules already set in place for anything 60+ to go into our SFDC instance.
Unfortunately, Marketo and SFDC are considering all leads uploaded as a member which is not optimal for our reporting