So you're saying that Marketo actually does log every time a lead clicks a link within an email? So if someone were to click 3 different links in one email, each click will be recorded
Yes, to Marketo.
and synced with Salesforce's lead activity history?
No.
Okay, i'm trying out the "Create a task" and doing a test campaign to make sure every single click is being tracked in SF lead activity history.
Thanks for all the help.
HI Danielle,
Pls mark the question as resolved, so that it gets out of the radar.
Best regards,
-Greg
But you could create a text field called ClickedEmails and have a workflow like:
"Clicks link in EMAIL link name is any"
And then an flow step like this:
Change data value: ClickedEmails
New value:
{{system.date}}: {{trigger.Trigger Name}}: {{trigger.name}} {{lead.ClickedEmails}}
Have this run all the time. Then at the end of the day run a one-time sync with this field.
If you need to be able to run reports on this in SFDC I would rather do it through sfdc campaigns, i.e. create a campaign per link, add leads to a corresponding campaign depending on what link they clicked. This will be cleaner and will allow you to run reports.
As others said creating a task for each email click would be very cumbersome, it is only worth doing if you want your sales reps to follow up on each one of these activities, otherwise they just might get frustrated with so many tasks coming their way.
If you are using MSI, I would also recommend adding email clicks to your interesting moment, this gives salesreps a nice snapshot of how leads engage with your company. We log interesting moment for every email click:
Here is how this will look like in SFDC:
Okay, the interesting moments idea is nice! I'll look into doing that for mine. Thanks Iryna!