5 Replies Latest reply on Dec 1, 2017 6:25 AM by Danielle Chan

    SFDC Campaign Sync ONLY SFDC-existing leads/contacts and Not Marketo-only leads/contacts

    Danielle Chan

      So here's the situation. I am sending out an email campaign to a SFDC/Marketo leads, and also using a smart list to pull in people who are ONLY in Marketo (note, we only sync certain leads to SFDC).

       

      I created a Salesforce campaign with 0 members. I intend to fill this salesforce campaign with members when I send the email in Marketo as you'll see below.

       

      I want to do the following:

      1. Send Email
        1. Existing SFDC Leads - add to SFDC campaign and Marketo program with status Sent
        2. Marketo-only Leads - update Marketo program status to Sent, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
          send email flow.jpeg
      2. Open Email
        1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Opened
        2. Marketo-only Leads - update Marketo program status to Opened, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
          opened email flow.jpeg
      3. Click Email
        1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Clicked
        2. Marketo-only Leads - update Marketo program status to Clicked, but DO NOT sync to SFDC Campaign and DO NOT sync to SFDC at all
          clicked email flow.jpeg
      4. Engage Email (Fills out form)
        1. Existing SFDC Leads - update SFDC campaign and Marketo program with status Engaged
        2. Marketo-only Leads - update Marketo program status to Clicked, sync to SFDC, add to SFDC Campaign and update status to Engaged
          engaged flow.jpeg
          Will having the Change Status in SFDC Campaign also add the lead to the SFDC campaign, or do I need to add in Add to SFDC Campaign flow step before the Change Status in SFDC Campaign?

       

      See attached screenshots for what I have set up. I'm wondering if I've set this up the best way to accomplish the above items.

       

      I appreciate your input on this. I think the longer I stare at this, the longer I confuse and doubt myself about it. Thank you so much in advanced!

       

      Danielle