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Salesforce Campaign Sync in a Marketo Program

Forum|Forum|8 years ago
November 15, 2017
6 replies
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If I set up Salesforce Campaign Sync for a Marketo Program, do I have to create smart campaigns to change program status? Or will it just automatically update when a lead opens, clicks, fills out form?

Can you share any examples of your smart campaigns to do this? Do you include triggers? Or just the Change Program Status flow?

Thanks

Marketo

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Best answer by Gerard_Donnell4

Hi @Danielle Chan,

So the status' will be different for each type of program and don't always mirror the performance of emails for example. If someone opens an email the status for an email blast program might change to Engaged.

So you would need to create smart campaigns that have triggers to change these status', For Example in and Email Blast a smart campaign might be:

opens email > clicks link & link not unsubscribed >>> Flow Step >>> Change program status > new status is: Email Blast - Engaged.

You can find all your different status' in the tags section of the admin area under Channels.

The sync between Salesforce and Marketo should be done on the program level if possible and then the status' will automatically flow and mirror in each system. This is good for events where someone might confirm going to an event via a phone call to sales rather than fill in a form, therefore a flow step of change program status in the registered smart campaign wouldn't catch that but it the program was synced the new status in SF would flow back to Marketo.

Thanks,

Gerard

Gerard_Donnell4Accepted solution

Level 9

Hi @Danielle Chan,

So the status' will be different for each type of program and don't always mirror the performance of emails for example. If someone opens an email the status for an email blast program might change to Engaged.

So you would need to create smart campaigns that have triggers to change these status', For Example in and Email Blast a smart campaign might be:

opens email > clicks link & link not unsubscribed >>> Flow Step >>> Change program status > new status is: Email Blast - Engaged.

You can find all your different status' in the tags section of the admin area under Channels.

The sync between Salesforce and Marketo should be done on the program level if possible and then the status' will automatically flow and mirror in each system. This is good for events where someone might confirm going to an event via a phone call to sales rather than fill in a form, therefore a flow step of change program status in the registered smart campaign wouldn't catch that but it the program was synced the new status in SF would flow back to Marketo.

Thanks,

Gerard

Danielle_Wong

Author

Community Advisor

Hi Gerard,

This is SUPER helpful! So there definitely needs to be a trigger. I appreciate all the great information you provided.

So if the flow looked like the below for a smart campaign, the sync wouldn't work correctly? It has to look like your example with the trigger and all?

Smart List:

Member of Smart List: XXXXXXXXXXX

Flow:

Danielle W.

Trevor_Parsell

Level 5

Hey Danielle,

Here is an example of how we have manage our status changes:

Separate Trigger programs

Trigger

Flow

I've found that using program templates and keeping the status updates in separate smart campaigns makes things easier to manage and track. I hope this helps.

Thanks!

Trevor

Gerard_Donnell4

Level 9

Hi @Danielle Chan,

If all depends on the type of program you are running and the status' within that program. Yours will probably be different than the ones below but I'm just showing these as an example. This is for an email blast and an event program. You will probably have lots of others like Webinar

Email Blast:

Smart Campaigns:

1) Send Email Smart Campaign with Flow step after send: Change status Email Blast - Targeted

2)Engaged Smart Campaign with Flow step: If they clicked link in email and not unsubscribed link - Change status Email Blast - Engaged

Event:

This could be done numerous ways.

Smart Campaign Example:

1)Send Invite Smart Campaign with Flow step: Change Status Live Event - Invited

2)Registered Smart Campaign with Flow step: If fills in reg form …. Flow step Change status Live Event - Registered

3)Attended… Change Status Live Event -Attended

4)No Show…..

5)Cancelled….

And so on

Danielle_Wong

Author

Community Advisor

So under your Email Blast example.

Item #2. Is there a trigger here?

Danielle W.

Danielle_Wong

Author

Community Advisor

So I implemented this for my first campaign, and it was only sent to contacts (customers), but somehow leads became a part of the Salesforce Campaign, and also a bunch of contacts/leads without email addresses were added to the campaign.

Also, the number of emails opened and clicked are not matching. Salesforce is showing less than what Marketo is showing. Any tips?

Danielle W.

Danielle_Wong

Author

Community Advisor

One more thing, if a contact was SENT an email, I don't want them to be a SFDC campaign member. I only want open, clicked, and engaged to be SFDC Campaign sync member. Is that possible? OR will I have to skip setting the Salesforce Campaign Sync and create triggered smart campaigns to the SFDC campaign sync?

Danielle W.

Kim_Gandy1

Level 6

Super helpful thread!! Thank you @Danielle Chan, @Trevor Parsell, and @Gerard Donnelly for the thorough notes.

Hayley_Sheaffer

Level 2

I have another question for this - I send an email and had Marketo create the SFDC campaign for me, so I imagine it's syncing at the program level. I made a smart campaign to listen for click thrus.

In the SFDC side the status of the campaign members are invited (aka sent) and my one click thru BUT I know a few should have an open status but they do not.

Any idea why the didn't change to open? there is a channel tag set for open status at a value of 20 vs the invited sent at a value of 10.

Is it because I didn't make a smart campaign for open?

Danielle_Wong

Author

Community Advisor

Hi Hayley,

I believe that your assumption is correct that the Open program status did not get updated because you did not have a triggered smart campaign set up to update the program status to Open when someone opens your email.

If the campaign is over, you can always do a batch campaign to update the program status. In case you need more details on how to do this:

Smart List = members of your program who are currently program status "Sent" and who opened your email
Flow Steps = change program status to Open.

Thanks!

Danielle

Danielle W.

Hayley_Sheaffer

Level 2

thanks! What is the difference between the flow step of "add to sfdc campaign" vs "change status in SFDC campaign"?

Would opens have to be added to a sfdc with that status in order for anything to change a status later (like a click thru trigger)?

This is if I am not syncing at the program level because I don't need to see everyone that was sent the email, but i do want the opens and click thrus to flow to the campaign.

Do Opens need to be added or can they have a change status?

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