Mariah_Mattick

Hi Felicia! I believe you could conquer at least some of this with a few different Bizible SFDC and standard SFDC reports. I'm not sure about your Bizible configuration, but we use the 'Bizible Attribution Touchpoint with Opportunity' report types quite frequently and it allows us to group by Marketing Channel, SFDC or Ad Campaign, Opp data (like pipeline / revenue), etc. You may need to set up the custom SFDC report types to accommodate Bizible data: https://experienceleague.adobe.com/docs/bizible/using/bizible-salesforce-reporting/new-report-types/creating-custom-bizible-report-types.html?lang=en.    So, you could start by creating a dashboard that has something like the following: - # of Leads Created in X Timeframe, Grouped by Source or Bizible 'LC' Touchpoint Channel - # of Leads Created in X Timeframe, Grouped by Bizible Ad Campaign Names - # of Opps Created in X Timeframe, Grouped by LC Touchpoint Channel - # of Opps Created in X Timeframe with Dollars Attached, Grouped by LC Touchpoint Channel    Some of the asks may need to be more campaign-specific OR be pulled out of a platform like Google Analytics (landing page visits / conversions come to mind). I believe Bizible provides Campaign ROI metrics within the platform itself, and not in SFDC, so that may be worth reviewing as well. We have more complex ROI analysis, so end up pulling a lot of different data into a BI tool.    Also, our company has been working with Grant Grigorian at SignalOn (https://signalon.co/about-personal/). He's been fantastic to work with!  ... View more

Hi Carla,   You may be able to try setting up a triggered campaign that sets a 'Campaign Entry Date' field, triggered based on Program Status Change (which you could set based on particular channels / statuses). Similarly, you could try a 'Campaign Most Recent Response Date' field. It'd be harder to backfill that data though - if you use the Acquisition Program data, you may be able to base the entry date data off of that data.    Good luck! Mariah ... View more

Hi Zoey! Below is a little about how we use Bizible to report back marketing effectiveness.    - For a holistic marketing view, we look at the Lead Creation (LC) touchpoint since that will typically align with our Lead Sources, which is how the marketing team is currently measured (for better or worst 🙂 ). So, if the person is sourced from a marketing source, gets converted and an Opp gets created, then we have a field on the Opp that will carry over that Lead Source value. The LC touchpoint view just helps us drill down a little better.  - We do still look at influenced Opps for our own visibility, but have less benchmarking around this than the LC reporting.  - For campaign managers, we'll show them three main metrics - LC, Opportunity Create (OC) and Influenced so they get a sense of how their campaign is performing across all Opps, knowing that the LC touchpoint is the one that we're measured by (they work backwards from the frontend of a campaign creation to estimate how much pipeline a campaign will generate). We also show general campaign metrics like # of members, # of responses and MQLs generated.  *We try to roll this up as much as we can so we don't have too many dashboards.   Hope that helps and good luck! ... View more

Yes, it's in our Google Tag Manager! ... View more

Here is a snippet of the report editor in case this is helpful.    ... View more

We definitely have! We do our best to have good communication with the team that runs our paid media efforts to make sure those get captured in Bizible (via the digital touchpoint) and that we know the Ad Campaign Name to use in our reporting - a lot of the times this works great, but there are of course instances where we unintentionally double-count touchpoints. ... View more

Hello! I know this is a touch late but wanted to comment as we use the same tech stack at my company.    We often use the Bizible data within SFDC, using the Bizible Attribution Touchpoint with Opportunity report type. Some docs that may be helpful on that: https://experienceleague.adobe.com/docs/bizible/using/bizible-salesforce-reporting/bizible-reports/reporting-on-opportunities-with-or-without-bizible-attribution-touchpoints.html?lang=en // https://experienceleague.adobe.com/docs/bizible/using/bizible-salesforce-reporting/bizible-reports/opportunities-by-marketing-channel.html?lang=en.   As for our configuration, we ensure that our Bizible Channels, SFDC Campaign Types and Marketo Channels have as close to a 1-1-1 alignment as possible, with some nuances with Bizible since that provides more granular options. We utilize SFDC Campaigns for quite a bit of our tracking but have a clear understanding of what Bizible will automatically pick up vs. what we're tracking in SFDC Campaigns (paid media in Bizible vs. events in SFDC Campaigns) - with either route, we can use the Ad Campaign Name filter in these reports. This report type also provides Opportunity filters, so we can filter on things like stage, create date, region, etc.  ... View more

Hi Ariel! Below are things that we do to be as proactive as we possibly can. - Thorough checklists and SOPs for campaign builds. We use a combination of Asana for task management, detailed program templates and how-to and QA documentation. Every program goes through QA by a different person that did the build before being pushed live. This is helpful for repeatable things like emails, events, etc. We also ensure all builders validate the records successfully synced to the corresponding SFDC Campaign. - Weekly audit reports are delivered to monitor database size, correct data values for key fields and if anyone was missed in the SFDC sync. - Internal alerts where applicable - good example is if the webinar integration failed and someone hit a Registration Error status, we can go in and fix it quickly.   Overall, we have a good culture of 'getting a second set of eyes' on things, which also helps immensely. ... View more

Hi Jodi,   Former agency consultant here. I'd recommend also checking on the below topics in addition to what you have. These could be covered in separate sections of the project, but worth ensuring they're covered somewhere.    - Consider expanding data management ("field cleaners" as you've noted) to include additional fields such as State, Job Function / Role type field and Industry. It would also be worth ensuring data entry from things like forms and list imports is documented and align to how this data should be set. - Consent Management for things like GDPR and CASL. - Preference Center / Subscription Management (not 100% necessary but a nice thing to implement up front). - Lifecycle processes that support all the status tracking and management. - Scoring and potentially Interesting Moments, if you have Marketo Sales Insight. - Sync to CRM. Depending on where you're reporting, it would probably be worth syncing people upon creation to your CRM since this will ensure lead creation reports show accurately. I've bundled this within the lifecycle processes before so it all has 'one home'.    Hope that helps. Best of luck!  ... View more

Hi Renee - Katja answered this below but wanted to echo that in the Change Program Status flow step, there is an option to change the status to remove them from the program. To delete records from the database entirely (should not be done often), there is a Delete Person flow step option.  ... View more

Hey Victor! I mentioned scoring in the spirit of ensuring people that need follow up from sales, get passed to that team, so it's more broadly focusing on key buyer journey processes. If you use a traditional lifecycle process, MQL could be that key element there.    As for the webinar error, we actually have our own alert process in Marketo. This sends an alert email to myself - the trigger listens for Program Status Changed = Registration Error and the email uses the {{trigger.name}} token so the program that caused the error is identified in the email.      ... View more

Hi Victor - this one would probably require a little more finesse than simply using things like the Notifications tab or simply checking the CRM sync, and comes down more to prioritizing. I'd start by outlining the highest priority processes that would be the most affected by a system outage - things like contact us, syncs to CRM, data management, scoring, etc. Maybe start with the top 5-10 and then build from there. From there, smart lists would probably be the most efficient tools to have set up that allow you to audit if someone missed a process (you could also have batch campaigns set up and ready as well). The contact us example may be something like 'filled out form AND not synced to SFDC'.    And a quick note in terms of the failed integrations - one thing we've done at least for our webinar integration is to create an alert in case someone hits the status of Webinar Registration Error so we can ensure they get registered ASAP.    Good luck! ... View more

Hi Renee - this one is a little tricky because we could technically remove people either from the program or the database (not recommended of course, just technically able to do so) using smart campaigns. Since this question is in the context of managing webinars, they probably marked that question as not correct because the intention would be for those who did not attend the webinar to have their program status changed to 'No Show' (or something similar).  ... View more

Hi Omar - my initial thoughts were that the Workspace may not be seeing all the Partitions and the programs / emails that need to be in the email performance report. Or if it's just the email performance report being buggy (which I find happens often), it may be worth just creating a new report from scratch. ... View more

Hey Erik - I'm not familiar of a way to turn this particular functionality off, but you could create a separate view in SFDC that only some users can see before rolling out to the other 'live' views. ... View more

Hi Stephanie - try adding the 'Added to Opportunity' trigger as well. If records are newly converted and added to an Opp that could help catch these. ... View more

Hi Sam - Marketo should be able to read the Opportunity and Account objects with the native SFDC sync: SFDC Sync: Opportunity Sync - Marketo Docs - Product Documentation. Is this not the case in your instance? ... View more