Libby_Koebnick

Hey Jackie, I'll try to answer your questions without getting too into the specifics of our unconventional Marketo and Salesforce setups. 1) We don't really use the SFDC campaign object, but we do track our offline campaigns via Salesforce activities. For example, we upload event attendance lists to Marketo and create notification tasks on the attendees in Salesforce. As long as I've built a rule in Bizible, those activities will be turned into event touchpoints. 2) All of our digital campaigns (with the exception of the in-platform ads) are tracked by Bizible without a Salesforce assist. We just have to be diligent about adding UTMs to every link we provide to prospective clients via paid and organic channels. We don't create touchpoints for every email send, but if the campaign was effective enough get a lead to click on a link that directs to our website, Bizible will turn that web visit into a touchpoint with the UTMs for that particular campaign. 3) At the very beginning, we built out rules to track  form fills by using Salesforce activities, since we create tasks for our sales reps for all inbound leads. However, Bizible was already catching the form fill with their tracking script, so the Salesforce activities were just duplicating all those touchpoints. You should only use Salesforce activity tracking for touchpoints that the Bizible scripts can't track. Also, as far as saving time, I can't stress enough how important it is to start collecting data early, especially if your business has long sales cycles. I hope that helps! -- Libby ... View more