What is the best way/report to show which program made a lead MQL?

Anonymous
Not applicable

What is the best way/report to show which program made a lead MQL?

Trying to figure out how to track which program made a lead move to "MQL" lead status within our system. Does anyone have a best practice on how to do this and what the best reporting is to see top programs that pushed leads to MQL status? 

6 REPLIES 6
Anonymous
Not applicable

Re: What is the best way/report to show which program made a lead MQL?

It depends a lot on your system. What causes someone to be MQL in your Marketo instance?
Anonymous
Not applicable

Re: What is the best way/report to show which program made a lead MQL?

So this is why we're having issues:  

1. There's the initial program status change or interaction tracking which happens in a program (this is what we are looking for).
2. From there we have a "Lead Scoring" Program which changes the score based on the interaction or program status change (this program is operational/ in an optional channel) 
3. Once a lead hits a certain threshold of points, it is pushed to MQL status in another operational program (also operational channel). 
Anonymous
Not applicable

Re: What is the best way/report to show which program made a lead MQL?

Hmm. Tricky.

You might be able to put in something that is a trigger campaign on high scores inside the program that records the program name to a custom lead field.
Josh_Hill13
Level 10 - Champion Alumni

Re: What is the best way/report to show which program made a lead MQL?

You may be able to run this as a {{lead.Last Intersting Moment Desc}} at the time you run the MQL flow. That will require you to have some IMs based on various Program success statuses.

You can also populate a Last Touch field that each program populates when it runs...probably at a Success Status flow if that's what you're looking at.

If Fills Out Form...then Program Status=Success and Last Touch=PROGRAM NAME

then you have a central flow that runs the MQL and says

MQL Cause = {{lead.Last Touch}}

to ensure that note is permanent. 
Anonymous
Not applicable

Re: What is the best way/report to show which program made a lead MQL?

@Josh - I like it - but I don't think Last Touch = Program is possible without entering program name in every single program. I think it can only be Last Touch = Campaign Name? I believe the system triggers can only do campaign name not just the program. 
Dan_Stevens_
Level 10 - Champion Alumni

Re: What is the best way/report to show which program made a lead MQL?

Building off of what Josh suggested, we include the following three flow steps in the smart campaigns where program success is acheived - in this example, it's the smart campaign when someone fills out a form to download content on our website.  Every one of our programs includes a local token ("Program Name") to make deployment of these flow steps easier:

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