You get more from your marketing when everyone can see and use marketing insights in Salesforce. SFDC Campaigns provide a simple and elegant way to visualize Lead and Contact engagement in dashboards and reports in surprisingly useful ways. Learn this simple approach to using Marketo Programs synced with SFDC Campaigns to become a marketing show-off — in the best way. Tips and tricks include: - When to use Programs/Campaigns to trend and segment engagement - How to setup Marketo / SFDC to group people into campaigns - Why SFDC campaign membership reports are uniquely powerful - How to build SFDC Dashboards that get stakeholders on the same page

1. Be a Marketing Show-Off:
Create Killer SDFC Dashboards with
Marketo Data
November 10, 2021 3:00 PM ET
Tom Grubb | Chief Strategy Officer, Digital Pi

2. 2

3. 3
HOUSEKEEPING
Technical Support
• Visit support.zoom.us
Slides & Recording
• This session is being recorded
• On-demand video and slides will be shared via email
with all registrants
Feedback & Survey
• Use the session chat to provide feedback and engage
with other attendees
• Tell us how we did in the post-session survey that will
pop up after the session
Questions & Chat
• Submit questions at any time via the Q&A panel
• Join in! Chat with attendees live using the chat
feature at the bottom of your Zoom screen
• Keep the conversation going on Twitter using
#MarketoTopTips

4. 4

5. People placed in
Marketo Operational
Programs sync’d to
SFDC Campaigns
SFDC
Dashboards
and Views

6. 6
Marketo Program Sync with Salesforce Campaign
Member First
Associated Date
Member Status
Update Date

7. 7
Arrange people
in groups by
putting them
into SFDC
Campaigns

8. ar ray
For many applications, you want to create and manage groups of related
objects. Arrays are most useful for creating and working with a fixed
number of strongly typed objects.*
*Microsoft Visual Basic Documentation
1 2 3 4 5 98 99

9. pro gram
For many purposes, you want to create and manage groups of related
people. Marketo Programs are most useful for creating and working with
a fixed number of strongly typed people.
person1 person2 person3 person4 person5 person98 person99

10. 10
Programs act
like Marketo
static lists to
collect people
 Leverage system managed dates to filter/visualize
 See leads and contacts together in SFDC reports
 Consistent visibility across SFDC and Marketo
 Person can be in multiple programs concurrently
only better

11. 11
Programs act
like custom
field stamping
 Person can be a member of multiple programs
at once
 Programs track and trend (membership fields)
 Scales on programs instead of custom fields
only better

12. 12
MQLs
White
Paper
Demo
Request
Contact Us

13. Marketo Programs

15. 15
How to make it work, small details matter!

16. 16
 Simplest uses one Status: Member
 You may have use-cases that require more
 You probably already have the simple one
shown here or one like it
Operation Channel

17. 17
• Campaign Member Date Fields
• Member Status Update Date – the last time the Campaign Member was edited. This includes any
campaign member object field, not just the Member Status field.
• Member First Associated Date – This is the Campaign Member record created date.
Keep in mind: these dates
are managed by SFDC – you
cannot edit them
SFDC System Managed Campaign Member Date Fields

18. Remove person from the program so
SFDC establishes Member First
Associated Date
Flow People into Programs

19. 19
LEAD
CONTACT
Field: Revenue Stage
Field: Revenue Stage
CAMPAIGN MEMBER
Field: Revenue Stage
You may need lead and contact data with
campaign members

21. person1 person2 person3 person4 person5
AQLs – Fast Track Program
Campaigns make great Lead and
Contact views

22. 22
Group people in Campaigns based on product interest

23. 23

24. 24
Keep the conversation going!
Hello@digitalpi.com

25. Thank You!

26. 26