Channel Mapping Example
For example, imagine you attend two Salesforce conferences a year. Each conference however is very different and has a unique target audience. You want to know which of the two brings in more value. In your Salesforce environment, you may give the January event the Campaign Type “Conference,” name your channel “Salesforce,” and your subchannel “January Conference.”
Now you want to do the same for the June conference. You figure since this is a conference also, it can be given the same Campaign Type, in this case, “Conference.” The channel is the same, Salesforce, and the subchannel for this second conference is “June Conference.” This makes sense from an organizational perspective. However, it is very confusing to the Marketo Measure logic to read and apply these rules because both campaigns have the same Campaign Type. Marketo Measure script cannot map data from one type to two different subchannels. This means you would need to create a new Campaign Type for each subchannel, but the subchannels can have the same channel.
Below is an example of logic that Marketo Measure would not be able to read:
In the scenario above, you will want to create a unique Campaign Type because you can’t map the same Campaign Type to two different subchannels. Instead, you would want to set up unique types like the following:
Any existing campaign types must be included in your channel map and “NULL” should be added as the channel.
Take time to go into Salesforce to determine the number and nature of your existing record types, which you want to include, and whether you need to create additional campaigns based on the information above. Once you have filled out all the necessary information, you are ready to upload.
Learn more about syncing offline Salesforce Campaigns with Marketo Measure.