Tracking meetings set per campaign, also by lead source, by month

[Darrell_Alfons2]

One of the metrics we are looking at is how many meetings campaigns are generating - nurturing campaigns, paid campaigns etc.

One of my colleagues is using a Meeting Set lead status, but I'm hesitant because of the amount of sales effort involved.

I was thinking of perhaps tying it to activities/events in Salesforce?

Any ideas here? thanks!

[Josh_Hill13 · Accepted solution]

If you can't automate something in SFDC to listen for Meeting/Activity Scheduled, then you can look at

• Trigger - Activity Created/Updated - but there's work to do to identify the "Meeting Set" rather than other Activities or Tasks
• Apex to Field - modify the Task to say "meeting type" or something. Listen for Scheduled or Completed, then update a Lead Status Field or Lead Stage field. Marketo will listen for this.
  • I'm assuming here that you want to track this as a Stage in the Funnel.
  • If you just want to report on it, then you can create a Task Report in SFDC. Not even sure Sales has to change behavior on this as long as you have agreement on Meeting Type in the Task.