Can Email delivery status be synced to Salesforce from Marketo ? | Community
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M
MMundra1
New Participant
February 6, 2023
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Can Email delivery status be synced to Salesforce from Marketo ?

  • February 6, 2023
  • 2 replies
  • 2445 views

Hello All,

 

My client has created an "Is Email suppressed" checkbox and "Suppression Reason" fields into their SF privacy protal page. I just wanted to know do we have any triggered logic that can be created in Marketo to check the Email suppression, which can be mapped to the newly created SF fields ?  

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Best answer by Michael_Florin-2

Before you go into the details of how to set up these Smart Campaigns, I would recommend to take one step back and really think about what Darshil said.

 

-> Unsubscribed

-> Marketing Suspended

-> Email Invalid

-> Email Suspended

-> Blocklisted

 

These statuses have meaning. Some are being set by Marketo systematically, and some are set by you. But either way: They should stay different. It doesn't make much sense - at least in my view - to do something like: "If Email Suspended = TRUE, set Email Invalid = TRUE".

 

And after thinking about and understanding these different concepts, it's time to think about which of these statuses you will want to make visible for Salesforce. Do you want to show "Marketability" to Sales? That would be a mixture of subscription status, email validity, not being suppressed as a result of your company's choices, not being blacklisted because they are competitors, and so on.


Or do you define "Marketability" by looking at engagement or non-engagement? Person was active - clicked, opened, visited web sites, submitted forms and so on - in the last 180 days? And if not active, you would remove from active marketing?

 

After answering these strategic question, you can think about syncing to Salesforce.

2 replies

Darshil_Shah1
Darshil_Shah1
Community Manager
February 6, 2023

Agreed with Sandy, the question title and description don't seem to be related. By Email Delivery Status, did you mean if an email could be Sent or not? FYR - Deliver and Send are two vastly different terms in Marketo and should not be used interchangeably.

 

If you want to sync the marketability status of a person over to the SFDC field(s), then you could run a batch campaign to update the existing records and create a trigger campaign setup to keep the synced field up to date as and when a person's marketability changes.

 

Below are the fields that determine if a person is marketable or not - 

-> Unsubscribed

-> Marketing Suspended

-> Email Invalid

-> Email Suspended

-> Blocklisted

You could also consider people w/o email address as non-marketable as well. 

 

Hope this is helpful and let us know if you were looking for something else. 🙂

 

    M
    MMundra1Author
    New Participant
    February 7, 2023

    Hello @sanfordwhiteman @darshil_shah1 , thank you so much for your valuable inputs and correcting me.

     

    As you predicted right, I need to sync the marketability status of a person over to the created SFDC field(s) which includes the following:

    1. Is Email suppressed (checkbox - Yes/No)

    2. Suppression Reason

    3. Email suppression last updated date

    I have created a logic for Email Invalid attribute which should sync the data in the above SFDC fields and would really be helpful if anyone among you can give a quick check of the logic created as currently I don't have SFDC UAT access to do the validation.

     

     Smart List (Use ALL Filters)
    Data Value Changes - Email Invalid - New Value is True

    Is Email suppressed - New Value is True
    Email Bounced Date is Empty (want to exclude any email address that have already been flagged in SFDC)

     

    Flow (Lead Can Run Through Everytime)
    Change Data Value - Email Bounced Date - New Value is {{system.dateTime}}
    Change Data Value - Suppression Reason - New Value is {{lead.emailInvalidCause}}

     

     

     

    Mahak Mundra
    Michael_Florin-2
    Michael_Florin-2Accepted solution
    New Participant
    February 7, 2023

    Before you go into the details of how to set up these Smart Campaigns, I would recommend to take one step back and really think about what Darshil said.

     

    -> Unsubscribed

    -> Marketing Suspended

    -> Email Invalid

    -> Email Suspended

    -> Blocklisted

     

    These statuses have meaning. Some are being set by Marketo systematically, and some are set by you. But either way: They should stay different. It doesn't make much sense - at least in my view - to do something like: "If Email Suspended = TRUE, set Email Invalid = TRUE".

     

    And after thinking about and understanding these different concepts, it's time to think about which of these statuses you will want to make visible for Salesforce. Do you want to show "Marketability" to Sales? That would be a mixture of subscription status, email validity, not being suppressed as a result of your company's choices, not being blacklisted because they are competitors, and so on.


    Or do you define "Marketability" by looking at engagement or non-engagement? Person was active - clicked, opened, visited web sites, submitted forms and so on - in the last 180 days? And if not active, you would remove from active marketing?

     

    After answering these strategic question, you can think about syncing to Salesforce.

      SanfordWhiteman
      SanfordWhiteman
      New Participant
      February 6, 2023

      Your question seems to mix different concepts.

       

      "Email delivery status" would refer to whether email(s) were successfully delivered. "Suppression" would refer to not even attempting to send emails, for a wide variety of reasons. It isn't clear how you're trying to relate these areas.

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