Tracking Marketo Program Membership on the Person level | Community
Skip to main content
C
cdebrincat
New Participant
October 24, 2023
Solved

Tracking Marketo Program Membership on the Person level

  • October 24, 2023
  • 1 reply
  • 948 views

Howdy!

My company has recently detached our Marketo Instance from SFDC in order to clean up the sales pipeline, and along with that we lost some ability to see all SFDC Campaigns that a person was a part of. I was wondering if anyone had experience or a solution for tracking program membership on the personal level inside Marketo.

I am trying to something similar to what the SFDC Campaigns field does:

I've been trying to create a custom person object called "Program History" and I want to have it trigger off any time a person gets added to a new program.

 

If anyone has had success in something similar to this I would love to learn some tips on making a field like this work in only Marketo.

 

Thanks!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by SanfordWhiteman

You can maintain a history field by triggering on Program Status is Changed and appending {{trigger.name}} to the field using Change Data Value. (In that context, {{trigger.name}} will be the name of the program.)

 

More history field-related tips in this thread: https://nation.marketo.com/t5/product-discussions/creating-a-new-line-program-token-to-organize-a-history-field/td-p/28752.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
October 25, 2023

You can maintain a history field by triggering on Program Status is Changed and appending {{trigger.name}} to the field using Change Data Value. (In that context, {{trigger.name}} will be the name of the program.)

 

More history field-related tips in this thread: https://nation.marketo.com/t5/product-discussions/creating-a-new-line-program-token-to-organize-a-history-field/td-p/28752.

SanfordWhiteman
SanfordWhiteman
New Participant
October 25, 2023

Additional notes:

1. You’ll want to constrain on the Old Status to make sure you don’t append to the field if the person was already in the program.

2. If someone is removed from the program (New Status = Not in Program) you may wish to remove that entry from the history field. But that requires a webhook-enabled service; Marketo cannot “prune” the value in a Change Data Value step.

Terms & ConditionsAccessibility statement

Loading footer...