About Carmella_Dunn-H

Carmella_Dunn-H · ‎11-17-2017

Ah, okay. We don't have RCE but probably best to build the steps into RCM anyways. When leads move from Known > SAL we *are *currently stamping both SAL and MQL dates. However I'm wondering if, instead of stamping an MQL, we should be giving them a unique stamp to indicate that they were a cherry-picked lead. Maybe call them a "Direct" MQL? Carmella Dunn-Hartman Marketing Operations Manager Mobile: +1 541 250 9673 San Francisco, CA <https://nginx.com/> <https://www.linkedin.com/in/cdunnhartman> <https://twitter.com/nginx> <https://www.facebook.com/nginxinc> On Thu, Nov 16, 2017 at 8:13 PM, Josh Hill <marketingnation@marketo.com>

Carmella_Dunn-H · ‎11-16-2017

Hi there, For awhile now we have been counting MQLs to include both of these groups: Marketing-generated leads that qualify based on their score and/or through a "hand-raising" event: Lifecycle flow = Known > MQL Marketing-generated leads that do not fall into #1 that the sales team has cherry-picked: Lifecycle flow = Known > SAL Both of these lifecycle flows trigger an update to the MQL Date Stamp, so when it comes to reporting we do not specify which path the lead took. I am toying with the idea of building a special Date Stamp stamp for the Known > SAL group so that we have the option of reporting on them separately. Curious to know if anyone has gone down this path. Thanks, Carmella

Carmella_Dunn-H · ‎11-16-2017

Good question Sanford, That would probably work just as well, and probably better since the field is unique to the channel. Maybe I was just curious to try the webhook

Carmella_Dunn-H · ‎11-16-2017

Hi Greg, Thank you for your response! One detail I did not include is that our main concern is setting this up to report on in Brightfunnel, which relies on SFDC Campaign Membership to count touches. With that context, here’s how I ended up solving this, at least for now: First, I built out bucket campaigns based on UTMs (or other values if there is a proper platform integration) to identify the source channel. Then, since to record the campaign touch every time the lead engages on the platform (not just the first), I added additional program statuses to the channel that will update based on the number of times they had engaged on the platform: Engaged 01, Engaged 02, Engaged 03, etc. The number of engagements are being counted using the Excel webhook from Hoosh: https://launchpoint.marketo.com/hoosh-marketing/2331-excel-formulas-for-marketo/ https://launchpoint.marketo.com/hoosh-marketing/2331-excel-formulas-for-marketo/ To make sure the Channel campaign touch is recorded before the Offer campaign touch, I am using the Sync to SFDC Campaign flow step instead of the Campaign Sync. And meanwhile, the leads are added to the content Offer program separately.

Carmella_Dunn-H · ‎11-02-2017

Hi all, We have recently started running lead gen campaigns in digital channels such as LinkedIn Lead Gen and BrightTALK, where leads engage with our content through a hosted form. So, we now have multiple forms on different platforms pointing to the same content asset. This is a new setup for us, and I'm running into some questions. What I'm attempting to do is to funnel these leads into our current content programs while also attributing them to the source channel via a separate program (e.g. LinkedIn Lead Gen). This avoids creating a bunch of new content programs unique to the channel. I like this. I've already set this up for LinkedIn Lead Gen, and it works nicely for leads that only engage once. BUT, since the program status will only update once on a single lead, I am losing all additional engagements with the LinkedIn platform. Here's what the flow looks like, if that helps: First touch: Lead A fills out content form 1 on LinkedIn > Lead A is captured in LinkedIn Lead Gen program > Lead A is captured in existing content program 1 Second touch: Lead A fills out content form 2 on LinkedIn > LinkedIn Lead Gen program status change is skipped > Lead A is captured in existing content program 2 Thanks in advance for any and all ideas.

Carmella_Dunn-H · ‎05-11-2016

I found an idea for this created 3 years ago here: Surprised it hasn't gotten more votes. The best practice I've put into place is just getting in the habit of cloning the program template every time. This also helps me to catch updates that need to be made to the template itself.

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Re: How to get clean reporting for Known > SAL vs....

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Tracking multiple touches to the same program

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