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Anonymous
May 26, 2016
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Capturing Lead Source Information

  • May 26, 2016
  • 1 reply
  • 1650 views

I'd love to get the community's feedback on some questions:

1. How do you use source code fields in MKTO?  I understand acquisition program name, but there are other fields that are labeled Source, Source (I), Lead Source, etc.  I'm curious as to how other MKTO users take advantage of this field for reporting.

2. MKTO and SFDC users - how do you handle the need to update "primary campaign source" on opportunities created in SFDC with contacts that are tied to campaigns in SFDC?  Our team was walking through this yesterday due to reporting discrepancies and noticed that this field wasn't filled on open opps which was not reflected at the campaign level.  Taking into account that SFDC is a last touch reporting system, I'm curious how others use this field.  Do you use the default mapping to Lead Source in MKTO and then update that field with workflows in MKTO?

3. Also, is it's best practice to sync all MKTO programs to SFDC so that all members are associated with that campaign in SFDC?  Or just when a success milestone is reached?

Any input would be awesome, thank you!


Christine

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Best answer by Josh_Hill13
  1. Please see my posts on Channel-offer attribution​
  2. Primary Campaign Source is a bit iffy. Your SFDC Admin will be able to ensure it is filled in as long as the record is properly added to an Opp.
  3. Lead Source - see #1
  4. Generally, I would avoid the automatic sync between Program-SFDC Campaign UNLESS you have properly setup LARs to route non MQLs to a Queue or holding tank. My opinion is that all leads should be fully synced between systems. There are reasons not to, but it depends.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
May 26, 2016
  1. Please see my posts on Channel-offer attribution​
  2. Primary Campaign Source is a bit iffy. Your SFDC Admin will be able to ensure it is filled in as long as the record is properly added to an Opp.
  3. Lead Source - see #1
  4. Generally, I would avoid the automatic sync between Program-SFDC Campaign UNLESS you have properly setup LARs to route non MQLs to a Queue or holding tank. My opinion is that all leads should be fully synced between systems. There are reasons not to, but it depends.
A
Anonymous
June 8, 2016

Thank you, Josh!


This information was super helpful.

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