Testing Drift Chat Playbook results does not appear to Marketo Program's results | Community
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Paulina
New Participant
August 16, 2023
Question

Testing Drift Chat Playbook results does not appear to Marketo Program's results

  • August 16, 2023
  • 1 reply
  • 2141 views

Hi all, I've created a Drift Chat Playbook and tested to see if all is working well and the integrations with Marketo & SFDC works well. I've realised that when checking the program for the Playbook in Marketo no results are visible on the program level. However, once I've searched by my email address in the database I was able to see that in the activity log. I've checked In Drift the Integration settings with Marketo and all looks good.

Can anyone help to identify where's the issue?

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1 reply

Darshil_Shah1
Darshil_Shah1
Community Manager
August 16, 2023

@paulina, we might need more details here as to what you're not seeing in the Marketo program and deets around any setup you have to add people to the program. Do you have a campaign that adds people to the Program to a specific status upon Drift activity or is it something else? AFAIK Drift adds new conversation, meeting activity, and CQL score activity data into Marketo custom activities, and those aren't related to Marketo programs, i.e., getting a custom activity logged in Marketo doesn't lead a person to become a member of any program, you need a separate setup to add people as program members. Apologies if I'm missing anything here.

    P
    PaulinaAuthor
    New Participant
    August 21, 2023

    Hi @darshil_shah1, the program is set as Default with Content as channel. We have an active trigger that is set like this:and this:

     

    The smart campaign's settings are set that each person can run through the flow every time.
    When I did the Drift Playbook test I did not see Marketo catching that activity as it's not visible in the Results tab. In the Marketo program we also have a list of all those people who are part of this program.
    Please let me know if you need any more details to figure out where the issue is. Thanks!

    Michael_Florin-2
    Michael_Florin-2
    New Participant
    August 21, 2023

    Goodness - what a trigger!

     

    The first I'd do, is dumb this thing down, so one can actually understand it. Remove the "Date of Activity" restraint from all triggers - they don't make any sense. Then ask yourself: Are these really the triggers you need and what do they actually do? And can it be - and that would certainly not be desired - that more than one of them fires on the same event?

     

    Filter #1 probably makes sense for experienced Drift users, but not for me. What does it even try to do?

     

    And Filter #2 limits all records to only those who were created in the past 15 minutes. Any older record cannot qualify. That might be intended, but I just wanted to point it out.

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