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Rachel_Bryan
Rachel_Bryan
Level 2
September 26, 2016
Question

Relating a Task to a Campaign in Flow

  • September 26, 2016
  • 1 reply
  • 2341 views

In a campaign in Marketo, if we have a step to create a task, is there a way to relate this back to a campaign?  Currently, it is just creating the task in the person's record.  For instance, if we have a task to follow-up with a lead after meeting at a conference, is there a way to relate the task back to the conference campaign in Marketo?  Thanks in advance!

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1 reply

Jessica_Kao3
Jessica_Kao3
Level 7
September 27, 2016

Hi Rachel,

Can you be a bit more specific on how you want the last to be related back to the Marketo program.  I assume when you are talking about the conference campaign, you have built a Marketo program for that conference.  Do you want a status change to have occurred if something happened to the task?  Or if a meeting was booked? or if the person made it to an opportunity?

Rachel_Bryan
Rachel_BryanAuthor
Level 2
September 27, 2016

Sure thing.  So for a conference program in Marketo we create a new Salesforce campaign to link the program to.  When we have a flow step to create a task for someone, we would like it to fill out the "related to" field in salesforce, so that the task is related back to the campaign.  This doesn't have anything to do with a status change, just relating the task back to a campaign.   Does that help at all?

Jessica_Kao3
Jessica_Kao3
Level 7
September 29, 2016

Unfortunately you can't modify that field in Marketo.  You can vote for that feature here: 

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