3 Replies Latest reply on Jul 2, 2013 11:18 AM by 18088

    Best practice for program organization/attribution?

      We've done partner marketing with multiple third party vendors pushing one of our whitepapers. 

      We've setup a separate Marketo program for each of those vendors. 

      All whitepaper names were dropped into nurturing.

      Now we're doing follow-up email/phone call initiatives to those whitepaper downloaders. The emails will go to some people who downloaded whitepaper from vendor #1, some who downloaded whitepaper from vendor #2, etc.

      Should the assets (emails, landing pages for calls to action in emails, forms) for these follow-up efforts be kept separate for each program? That would seem like a lot of extra work, but not exactly sure where these follow-up assets should live. 

      Any input would be greatly appreciated. 

        • Re: Best practice for program organization/attribution?
          Josh Hill

          My instinct says to keep them separate because it'll be easier to filter out by Vendor later on. This assumes you care greatly about their progression.

          If you setup your program to do the full funnel, then it makes sense to keep these things in each Vendor Program. That way you can see the progression by program and vendor more clearly.

          If the email will be the same for all leads, you can keep that email in Design Studio or clone it across programs. Whatever seems easiest.

          • Re: Best practice for program organization/attribution?
            It depends on what you ultimately want to track and measure.

            In  general, I advocate creating programs based on specific spends so you can answer the question "should we limit this line on the budget or double it next year?"  This gets messy with content/email programs because the costs are not allocated well, but in general the same email iniative would be one program even with multiple audiences.

            A second reason to create more programs is to use them as a communication with your sales team.  If you sync to SFDC Campaigns and your sales team relies on these as background on every prospect, theres good justification to create separate Programs.  Getting the sale is more important, here, than perfect reports.

            If you're using RCA, then one program for the specific email follow up, combined with the separate programs for each partner, will give you a decent view of attribution for new opportunities.
            • Re: Best practice for program organization/attribution?
              Thank you Josh and Steven for sharing your thoughts. Much appreciated.