4 Replies Latest reply on Sep 9, 2015 11:39 AM by ef21a0087529839afb8e461975be4167a52a0434

    Rolling History of Last Interesting Moments

      Hi all,

      I remember seeing a presentation at Marketo Summit 2014 where the presenter showed how to keep a rolling history of the last 5 interesting moments using tokens. Basically, if a new lead subscribes to our newsletter, and then reads a few blog posts, and then downloads a whitepaper, and then registers for a webinar, I'd like the LIM fields to populate as follows:

      LIM 1: Registered for XX Webinar   << most recent IM
      LIM 2: Downloaded XX Whitepaper    << third IM
      LIM 3: Frequent Blog Reader    << second IM
      LIM 4: Subscribed to Newsletter    << first IM
      LIM 5: [blank]

      Then, as the person has more interesting moments over time, the LIM values will push down... for example:

      LIM 1: Visits Pricing Page   << most recent
      LIM 2: Clicks link in Newsletter
      LIM 3: No Show for XX Webinar
      LIM 4: Registered for XX Webinar
      LIM 5: Downloaded XX Whitepaper    << third IM now in 5th spot

      I created LIM1 - LIM5 as text fields and LIM1 Date - LIM5 Date as date fields in Salesforce on the Lead and Contact record. Figuring out the smart campaign/tokens to populate those fields is confusing me though...

      My primary goal is to use these fields in alert emails for Sales Reps and SDRs.