Key takeaways

Program Member Custom Fields (PMCs)

  • Unique data fields specific to a program.
  • Allow contextual data at the program level.
  • Limit of creating 20 custom fields per program.
  • Data import methods: list imports, form fills, flow steps.
  • Sync with Salesforce campaign members for data consistency.
  • Use in emails, landing pages, and alerts for personalized communication.
  • Enhance tracking, analysis, and reporting of program-specific data.

Utilization of PMCs in Marketo

  • Crucial for capturing and sharing information within programs.
  • Program descriptions ideal for listing fields and collected information.
  • Personalized information integration into emails.
  • Time date stamp custom field for accurate engagement information.
  • Correcting engagement dates for accurate reporting and attribution.
  • Careful planning and validation of custom fields to avoid errors.
  • Audit and prioritize fields needed for each program.

Custom Fields Planning and Implementation

  • Testing and proof of concept before changes or new field creation.
  • Collaboration between marketing and sales teams for effective field utilization.
  • Custom webinar engagement data for personalized outreach and engagement with prospects.
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