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Mikes_Jones
Mikes_Jones
Level 7
November 16, 2016
Solved

Acquisition Program not being recorded?

  • November 16, 2016
  • 1 reply
  • 5833 views

hey guys,

i created a smart list with the purpose of showing me all new names we've had in Marketo for the past 4 months. With the date filter on, I didn't get any results. When I removed the date filter, I was able to see that the last new name we've gotten according to Marketo was in February 2016, which is clearly not right.

Any reason why acquisition program isn't being correctly identified when a new name enters our database?

also, what's the best way to find out how many net-new names have entered MKTO in the past 4 months from only certain programs?

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    Best answer by ErikHe1

    Malik,

    To do a retroactive correction of leads missing acquisition program, you can look into your leads with the system fields for Registration Source Type and Info, here is just an example i grabbed from Lead Database:

    The form name in Source Info includes the program name first so you can do a correction with a batch campaign looking at all leads who have "Acquisition Program is Empty" and then run a Change Data Value flow step with choices on Registration Source Info, e.g. If Registration Source Info contains the program name, you assign that as the Acquisition Program:

    Here I would recommend to use the "Acquisition Program" attribute and not "Acquisition Program Name" so you can choose Acquisition Program from a picklist to ensure it is correct.

    Make sure if you run these batches that you always include the filter for leads with no Acquisition Program (so you ensure you are only correcting those that are empty):

    1 reply

    E
    ErikHe1
    Level 5
    November 16, 2016

    Hi Malik,

    Are you using embedded forms on your website? If so you need to define Acquisition Program and Date yourself.

    You can set up a Data Management Smart Campaign to automatically assign Acquisition Program based on form with a Change Data Value flow step (with If Empty choice) and a Change Data Value for Acquisition Date with {{system.dateTime}} (also If Empty choice).

    /Erik

      Mikes_Jones
      Mikes_JonesAuthor
      Level 7
      November 16, 2016

      will this take care of retroactive leads as well or only leads moving forward?

      Mikes_Jones
      Mikes_JonesAuthor
      Level 7
      November 16, 2016

      also does there need to be a separate campaign for each acquisition program?

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