TurboCharge your Marketo UTM strategy: Update SFDC Campaign Member Custom Fields via Webhook

TurboCharge your Marketo UTM strategy: Update SFDC Campaign Member Custom Fields via Webhook

Business Requirement: Find a solution that will update the UTM values in the campaign member objects in Salesforce via the Marketo Program member fields.

Solution: With the introduction of Marketo Program member custom fields and tokens, it has become easier to maintain utm level information at the program level in Marketo. The missing piece was how we will pass the information to the salesforce Campaign Member Object. To tackle this requirement and minimize dependency on 3rd party solutions i.e. Bizible, we decided to create campaign member update webhook functionality in Salesforce which gets values from Custom Program Member fields.

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Campaign Member Web hook Functionality

  • Create Fields - Campaign Member Object similar to Program Member for eg - utm_source, utm_medium
  • Create Visualforce Page
  • Create Site
  • Create Apex Class
  • Provide Apex class permission

In the end, you will be able to update campaign Member fields in Salesforce.

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The payload will look like the below.

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You can use javascript to update lead UTM Source and Medium values via Marketo form submission or add hidden values to update UTM values via URL.

Let me know incase if you want to deploy the solution in your instance.