MaenHadid

Hi Elsa,   Thanks for your reply, yea I think that would make sense too. I got help from our implementation agency which advised to split the process in 2 smart campaigns: 1. The first one marks unengaged leads: I wanted to make sure I don't take empty values which apparently gets picked up in the "in past before". So this smart campaign would look at the 3 factors and mark a person as unengaged if any matched.   2. The second is to check if any of the 3 would actually contradict the rule of the first so it checks the 3 factors again but only for those marked as unengaged and it runs after the first one by 1 hour every day after mid-night. So far this worked fine for us. ... View more

We moved recently from HubSpot to Marketo, and although Marketo is very strong at several areas, I was very surprised that things I took for granted in HubSpot which are indeed basic metrics that we need to evaluate leads on are not available in Marketo and very hard to replicate (without Javascript or coding). Things like counting the number of pages viewed, emails opened, clicked, forms submitted...etc. Here are 2 screenshots from HubSpot where we can see default properties that HubSpot generates where you can even filter by how many times or add a time frame for almost all of these properties. This idea post is posted more than 6 years ago and till today Marketo didn't catch up, I hope this changes soon! ... View more

Hi @SanfordWhiteman  How do we use Forms 2.0 API to submit data from a 3rd-party form? Would using Zapier to collect Gravity Form submission and pass them to Marketo count? ... View more

That solved my problem, thank you @Jay_Jiang ! ... View more

Yea exactly, I've been spending a lot of time planning on the best approach trying to avoid getting back and redoing things. I set up the asset-level programs and I'll get them synced today and the channel-level can be complementary or probably another way to look at conversions. I wonder if I can get a Smart Campaign in Program A to assign the person to Program B as well, this way say a lead becomes a member of eBook Downloads can also become of LinkedIn Ads Downloads program at the same time if the PM Conversion Medium = Paid Social - LinkedIn or something like that? ... View more

Change Data Value for synced field - say - "Sales Brief": {{member.PM Conversion Medium}}, {{member.PM Conversion Request}}, {{member.PM Conversion Magnet}} That's a great idea! I'll check with our Salesforce manager on how to copy lead/contact fields into Campaign's fields but I definitely think it's a good solution. Thank you @Michael_Florin  ... View more

I'm new to Marketo, just setting up our instance now, the way I'm planning to utilize the Program Member Custom Fields is to store the "conversion's" data and get rid of burner fields, so I created these fields with PM (Product Member) at the beginning of their name to differentiate them: PM Conversion Medium: where did the lead come from when they filled that form? PM Conversion Request: what's the main request here? Quote? Demo? Content Download? Webinar Registration? PM Conversion Magnet: what attracted the lead? a specific product? name of content like XYZ eBook? name of Webinar? All 5 standard UTM parameters for future reporting, to know where did the conversions in a program come from? Which channel? creative? Keyword? Content?...etc. PM UTM_Medium PM UTM_Source PM UTM_Campaign PM UTM_Content PM UTM_Source The main element is missing however, which is syncing those fields with SFDC campaign fields so when we in Marketing send a lead to Sales, we can not only tell them you have an MQL who just downloaded an eBook but we can also mention which eBook and what they searched on Google for when they got the eBook...etc.   However, so far, I believe my current usage above will save me from creating tons of programs so I can create one program per channel or one program per Magnet (content) , I'm still thinking of which way would be best though. A program per channel can show me all the conversions that came from LinkedIn Ads for example, I would know who converted and what content they downloaded and from which ad they came, however, this way would mean I'll have only the latest conversion on LinkedIn Ads for a specific lead (meaning, if a lead converted twice from LinkedIn Ads the second conversion data would overwrite the first one).   A program per Magnet however, would allow me to know where did my conversions come from, across all channels, paid and otherwise which is helpful to decide on our media budget spend and optimization. The drawback here however, is I need to create multiple programs for Magnets-Requests combinations, for example: Program for Quote Requests for Product A Program for Quote Requests for Product B Program for eBook A downloads Program for eBook B downloads This way I won't lose previous conversions (a bucket for all eBooks would make me lose conversions from previous eBooks if a lead downloaded more than one).   ... View more

Hey @SanfordWhiteman  Same question here, how's it going with this project? It'll be amazing to start utilizing the Program Member Customer Fields directly into Salesforce. ... View more

Hi Malik,   Wondering if you found a solution to sync Program Member Custom Fields to Salesforce Campaign Member fields? I'm looking for the same thing.   Cheers, Maen   ... View more

Great read! Thanks for sharing. I wish it had more examples on best practices for online advertising programs and how they best setup to sync with SFDC. Example: do we setup a program for Google AdWords for all leads coming from this channel? If so, the sales team wouldn't really care about the source of the lead but more so about which form the lead filled. Some forms can have different options (request a quote or demo selection in the same field) so it's hard to set a different status. I'm new to Marketo so maybe it's just a current struggle, not sure if others have the same concern/question. Thanks again @Will_Harmon2 ! ... View more