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Should channel tags in Marketo mirror Lead Source fields in SFDC? I want to have my primary lead sources be consistent, and have lead source details associated with the primary led source. For example, I'd like Event Marketing to be a lead source, and have a dropdown list of events that we have sponsored to choose from. That way, I can see how many overall leads I've gotten from Event Marketing and also break it down by Event Name.
2 respostas
  1. 8 de fev. de 2013, 03:28
    We recommend they do align, as closely as possible.  Obviously you'll have an Operational channel in Marketo, which won't align.  And, it's unlikely "Email" will ever be a lead source for you (more likely that you would have "Forward to a Friend" as the source, or even classify those as "Referral" and "Forward to a Friend" is your lead source detail), but you still need to maintain that channel in Marketo.  Short answer, yes.  

     

    Also, the way you plan to use lead source and lead source detail is another common best practice. 
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