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Adding or removing Program/SFDC Campaign Statuses Based on Active or Closed Campaign Status

Question asked by Jesse Fernandez on Jan 15, 2019
Latest reply on Mar 4, 2019 by Frank Oprel



I would like to present a few scenarios to see if others have dealt with this:


1. We want Marketo to control the leads or contacts that sync to a SFDC campaign based on their program progression value--typical. However, on the opposite side of the spectrum, we want our sales team to have a level of control in the event that they want to remove a contact member of that campaign that the marketing department is informed with the latest (and most up to date) segmentation sales approved for use on subsequent sends. If they are removed from the campaign by sales, it tells marketing that the contact should not be communicated to as it pertains to this campaign.


2. With giving the sales team the ability to remove members from the campaign, the marketing team wants to implement a cutoff period so that changes (by sales) does not occur during or after the deployment of a send associated with the campaign. We thought about added two program/campaign values called "active" and "closed" to indicate when sales can conduct those changes, the only issue is that a lead/contact needs to be associated with the campaign in order for that to work. Any ideas of how this could work?