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.
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