AnsweredAssumed Answered

leads in multiple channels for the same offer - Best Practice Question

Question asked by Michelle Tiziani on Feb 12, 2015
Latest reply on Feb 17, 2015 by Michelle Tiziani
So we launched a new product last year and I just realized that the person building the campaigns on the SFDC side has been adding the same leads in different SFDC campaigns/channels for the same offer, ignoring those who have already converted.  It has happened where they've signed up on the website and then days later responded to a print campaign, or even perhaps a re-engagement campaign.  

What is the best practice here on the SFDC side and Marketo, when someone converts from one campaign, but doesn't convert from one or more related offer campaigns, should they be removed from those campaigns on SFDC?

On the Marketo side, should I create a listening campaign that ignores a converted lead from a similar offer campaign?  And not add them to a program with a success status?

Lastly, what is the best way to hide previous years' campaign from SFDC so it's not visible to our sales associates and other marketing staff.