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Its a few custom fields and smart campaigns to stamp each lead/contact as they are added to a campaign.
Think Last Interesting Moments, it continues to be overwritten as they are added to a campaign.
Edward, I am a relative novice to marketo, can you please provide some more color?
This is amazingly helpful:
You will have by now been asked to create some custom fields to accommodate Marketo and SFDC working together. If you want certain data captured that is not native once connected to SFDC, going to have to create a few more custom fields for the Lead and Contact objects in SFDC then, those new fields come over to Marketo as filters/triggers etc.
Lets take an example here,
- Lead Source
- Lead Source Detail
Now, you ask yourself; what’s the latest touch? How do I find multi-touch?
Idea is to create a few more custom fields to capture that latest touch’
- Lead Source Latest
- Lead Source Detail Latest
- Lead Source Latest Date
This principle can be repurposed for your use case.
When a lead becomes a member of a program, you can stamp the lead with the name of the program into a custom field and date stamp into the date field. Continue to stamp leads as they enter programs and allow the data to be overwritten.
You will be able to view the history of that lead and see what programs they are members of, pass this to SFDC and run reports against it.
As you build your program and you update their progressions, you add another flow step, Chnage data value, your new custom field for Program name and add the name. drop another change data value flow step and repeat with the date field.
Hope this helps.
Thanks Edward and Jeffrey...I couldn't have done it without you.