How do you track DQ'd lead status progression in SFDC and Marketo? | Community
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A
Anonymous
November 11, 2014
Question

How do you track DQ'd lead status progression in SFDC and Marketo?

  • November 11, 2014
  • 2 replies
  • 1256 views
We are trying to track how many leads are disqualified from campaigns in SFDC. However, when a lead is disqualified, it is more so of a snapshot in time before it is reset. We can see the current stage it is at, but how do we see the history of it? i.e. it went to Qualified, Recycled, Disqualified etc.

Would a date/time stamp field work?
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2 replies

A
Anonymous
November 11, 2014

I create a campaign so that when anyone hits a certain stage, they're put into a static list. 

Create a static list: Campaign XYZ Disqualified Leads, for instance

Create a smart campaign: 

Smart List:
  • Member of Program = XYZ
  • Data Value Change  
    • Atrribute: Lifecycle Stage
      • Constraint: New Value = Disqualified
Flow
  • Add to List: Campaign XYZ Disqualified leads
Josh_Hill13
Josh_Hill13
Level 10
November 12, 2014
That's a good idea!

You can also see a history if you have an analytics package like RCE or Tableau.
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