Mapping Campaign Fields to Your CRM/MAP

Overview

Properly mapping campaign fields to your CRM or Marketing Automation Platform (MAP) ensures leads are categorized accurately and campaign data flows smoothly. By configuring campaign field mappings, you can automate lead assignments, streamline marketing processes, and trigger necessary workflows within your CRM.

Using an Open-Text Field

To prevent integration errors, map campaign fields to an open-text field in your CRM/MAP. This allows you to update campaign names without causing mismatches or disruptions in data flow.

Best Practices

1. Define Campaign Triggers: Set up rules for when leads should be added to campaigns to ensure accurate data attribution.
2. Configure the Campaign ID Field: When a lead is added to a campaign, the campaign name will be appended to the "Campaign ID Field," separated by the value in the "Member Separator" field.
3. Leverage Automation: Use mapped campaign fields to enroll leads in the right campaigns and trigger any necessary workflows.

By following these guidelines, you can optimize campaign management and ensure seamless marketing automation across your CRM and Mobly.