Best practice on exiting "Success" leads from an engagement program? | Community
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Anonymous
September 26, 2016
Question

Best practice on exiting "Success" leads from an engagement program?

  • September 26, 2016
  • 4 replies
  • 3069 views

What is the best practice to exit successful leads from an engagement program (EP)? I haven't been able to find an answer to this question anywhere - not in the docs or the forums.

For example, let's say my success criterion is an opportunity created. I have a smart list within the EP that watches out for that and then changes the lead's program status to "Success"/"Engaged"/etc. How do I then "exit" this lead from the EP altogether, in other words, let Marketo know it's all good on this lead, no need to go further? I know removing the lead is bad because stats will be lost. So should I:

  1. Pause lead in program
  2. Put lead into an empty stream within the same EP
  3. 1 AND 2
  4. Neither 1 nor 2, but another best practice solution?

Thank you!

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4 replies

Aslihan_Ayan_Ha
Aslihan_Ayan_Ha
Level 6
September 27, 2016

I think pausing the campaign and putting them into a program that its goal is to assist the sales to close the deal is the best approach. What was your thinking begin putting them into an empty stream?

I would love to see how others are handling this.

J
Community Advisor
JDNelson1Community Advisor
Community Advisor
September 30, 2016

2 things, from my perspective.

First, you pause the lead (#1). You do this because what if you lose the opp or recycle the lead/contact? Then you can un-pause and continue to nurture .. or they stay paused forever and you leave them as-is so you don't lose your reporting.

Secondly, you'll likely want to track the success outside of the EP as well. For instance, I have an sfdc campaign that I want to make sure I add them to to track my success, so that's a second smart campaign (the first being the 'pause') that I keep running.

As reference - this was how my Marketo Customer Success rep set us up when we launched Marketo last year -- I took it as best practice at the time, and have continued the concept throughout the rest of my nurture campaigns.

Hope that helps,

    Josh_Hill13
    Josh_Hill13
    Level 10
    October 3, 2016

    Please see slideshare.net/jdavidhill for details. This will answer your questions in addition to the above.

      K
      kpara3-2
      Level 9
      October 3, 2016

      Just to add to most of these responses - I would absolutely pause them (don't lose the data!). Then tracking the success, it really depends if you are doing that in the engagement program level or not. You definitely want to have a success associated but you shouldn't double count it (engagement program AND additional sales). Whichever you are using make sure it is synced so the success still shows as responded for SFDC reporting.

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