SF/Maketo forms vs campigns | Community
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Nurture_Ninja
Level 4
July 20, 2023
Question

SF/Maketo forms vs campigns

  • July 20, 2023
  • 1 reply
  • 1495 views

Hello everyone,

I have a question regarding a setup that involves using multiple CRM systems and marketing automation platforms connected to one website. The website contains Marketo forms, and the data flows to a Salesforce (SF) instance. Additionally, there are Pardot forms on the same site, and the data flows to another Salesforce instance. Since the website has four language versions, there are four versions of the same form.

My specific inquiry is whether we need separate SF/Marketo campaigns for each version of the form. Your insights and advice on this matter would be greatly appreciated. Thank you.

 
 
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1 reply

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
July 20, 2023

My specific inquiry is whether we need separate SF/Marketo campaigns for each version of the form. Your insights and advice on this matter would be greatly appreciated. Thank you.

Separate SF/Marketo campaigns for what? Did you instead mean creating separate synced Marketo Programs <-> SFDC Campaigns to track interactions/add members based on form fills?

 

N
Nurture_NinjaAuthor
Level 4
July 20, 2023

There are 4 versions of each Marketo forms on the website - one for each language. 

The ultimate objective is to reporting at SF campaign level or Marketo program level.

Do I need a separate campaign for the various form versions or can I just use a single SF campaign/Marketo program and connect it to all 4 versions of the forms?

 

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
July 20, 2023

Well, here are my thoughts: Assuming you'd have the same Program status values for each of the forms, you can create a single synced Marketo Program and SFDC campaign. If you want separate statuses for each form, you're better off creating separate campaigns instead. But I think that's not super necessary as you'd have Form Fill activity logged for each of the regional forms in Marketo itself in case you need to go that granular. Creating multiple programs and campaigns would be a bit redundant especially if the status values are going to be the same, and it'd warrant you to create a new program/SFDC campaign each time you create a new regional form. Lastly, I'm also curious whether you've explored the possibility of creating a single form with translations instead of having multiple forms for each translated content.

 

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