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Monitoring your Lead Post Outs to Marketo

tseitz
  • Updated

Relevant to: Demand Acceleration Platform | Content Syndication | Webinar Integrations | Social Integrations

Once your Source is live and leads are flowing through the outbound integration and into Marketo, it is recommended to determine a regular cadence to confirm that leads are posting out as expected. There are a few ways you can do this using data and reporting from the Demand Acceleration Platform. 

This article will guide you through the options and best practices when it comes to managing lead flow. 

 

 

Options for monitoring post outs to Marketo

Many customers find that a weekly check to ensure alignment between the Demand Acceleration Platform and Marketo sufficient. You should determine the cadence and monitoring method that works best for your team depending on your volume and requirements.

Below is an outline of the options for monitoring lead post outs to Marketo. 

 

Review accepted lead totals in both systems

Compare the total number of accepted leads in the Demand Acceleration Platform with the lead count in Marketo.

  • This is the best option for quickly confirming successful lead flow from Sources into corresponding Marketo programs or static lists.
  • In the Demand Acceleration Platform: accepted lead counts can be found in several locations.
  • In Marketo: received leads can be found within the programs or static lists set up to collect leads (read more about reviewing programs in Marketo's Manage and View Members).
  • If your lead count looks incorrect, use one of the options below to investigate and take action to resolve.

If your Sources are sending leads into Marketo programs or static lists with more complex routing, this option may not be as clear.
It is recommended to use one of the alternative options below.

 

Where the number of accepted leads is displayed in the Sources Page

dap-postouts-monitoringmarketopostouts-02.png

 

Where the number of accepted leads is displayed in the Campaign Sources Tab

dap-postouts-testingmarketo-08.png

 

Where the number of accepted leads is displayed in the Source Summary Tab

dap-postouts-monitoringmarketopostouts-03.png

 

 

Review Lead Statuses in Source Integrations tab

Confirm that all leads are displayed as Delivery Successful in the Demand Acceleration Platform > Source > Integration tab > Lead Status chart.

  • This is the best option for quickly confirming low volume Campaigns with few Sources.
  • In the Source Integrations tab: open the Marketo integration, review the Lead Status table and follow suggested actions below to review and resolve as needed.

If your Sources are running for more than 90 days, this option may not be as clear.
It is recommended to also choose an additional monitoring method as lead statuses will only display here for leads within the last 90 days.

dap-postouts-repostingleads-01.png

This Lead Status chart only displays a count of leads from the last 90 days.

 

This table shows the post out lead status categories displayed in the Source Integrations tab:

Lead Status Description Suggested Action
Delivery Successful

Count of leads that have been successfully sent to and received by Marketo.

  • Leads with a Disposition Code of POSTOUT_SUCCESS are included in this status.
  • This indicates the Marketo success response code of 200 was received.
 N/A
Delivery Failed

Count of leads that were sent to Marketo but encountered an issue and were not yet received.

Generate a Post Out Log Report and check the column ResponseStatusCode for additional details.

Then see Interpreting Marketo Post Outs & Common Errors to investigate and take action to resolve.
Never Delivered

Count of leads that have not yet been sent to Marketo by the Demand Acceleration Platform.

  • Leads in this status may be queued to be posted out.
    • This is scheduled to repost automatically to clear the queue daily. For more control over the timing, you can perform a manual repost.
    • If you find that your leads are frequently in this status, speak with your Customer Success Manager to discuss throttling options.
  • Leads in this status will display the Disposition Code SUCCESS.
  • Since these leads have not yet attempted to post out, they do not have a Marketo response code and will not appear in Post Out Log Reports.

You can wait for the scheduler to clear the queue and automatically repost the leads.

 

If needed, follow steps to manually repost the lead.

 

 

Review Dispositions in Leads Report

Confirm all leads display the disposition POSTOUT_SUCCESS in a Leads Report.

  • This is the best option for accuracy as a Leads Report will provide one line item for each lead with an indicator of its post out status.
  • This report can be scheduled to be regularly sent to you via email.
  • In a Leads Report: review the DispositionCode column and follow suggested actions below to review and resolve as needed. 

It is recommended to narrow your Leads Report to display only accepted leads.
 Rejected leads are stopped within the Demand Acceleration Platform and do not continue to post out so these should not be included in your review.

dap-postouts-monitoringmarketopostouts-01.png

 

This table shows the Disposition Codes for accepted leads that can be seen in a Leads Report:

Disposition Code Description Suggested Action
POSTOUT_SUCCESS

Indicates the post out attempt was successful, the lead was successfully sent by the Demand Acceleration Platform and received by Marketo.

  • Receiving the Marketo response code 200 categorizes a post out into this disposition.
 N/A
POSTOUT_MARKETO
_FAILED

Indicates the post out attempt failed, the lead was not successfully received by Marketo.

  • Typically, this is is related to a Marketo limit or timeout. This is usually resolved by reposting the lead.
  • For example, receiving the Marketo response code 604, 606, or 607 would categorize a post out into this disposition.

Check the column  ResponseStatusCode for additional details.

Then see Interpreting Marketo Post Outs & Common Errors to investigate and take action to resolve.
POSTOUT_MARKETO
_ERROR

Indicates the post out encountered an error and leads were not received by Marketo.

  • Typically, this is is related to the integration setup or data misalignment between the two systems. Usually this requires an update to be made in either Marketo or the Demand Acceleration Platform, before reposting.
  • For example, receiving the Marketo response code 1002, 1003 or 1006 would categorize a post out into this disposition.
SUCCESS

Indicates the lead has not yet been sent to Marketo by the Demand Acceleration Platform.

  • Leads in this disposition are categorized as Never Delivered.

For details on Never Delivered leads, see Review Lead Statuses in Source Integrations tab.

 

 

Review Response Codes in Post Out Log Report

Confirm all leads show as 200 in the ResponseStatusCode column in a Post Out Log Report.

  • This option provides the most technical detail as a Post Out Log Report provides the full request that was posted out and the response data Marketo sent back.
  • This report can be scheduled to be regularly sent to you via email.
  • In a Post Out Log Report: sort by the LeadID column to group each post out attempt and review the ResponseStatusCode column. Follow suggested solutions in our Interpreting Marketo Post Out Responses & Common Errors to resolve as needed.

If your Sources are routing to Marketo static lists or writing to Marketo custom objects or activities, this option may not be as clear.
These routing methods make two API calls when sending each lead and each API call will be displayed as a line item in the Post Out Log Report. For more information see Routing using Marketo Static Lists or Writing to Marketo Custom Objects & Custom Activities.

dap-postouts-testingmarketo-10.png

Leads classified as 'Never Delivered' will not be included in this report as they have not yet been sent to Marketo.
For more information on the 'Never Delivered' status, see the section Review Lead Statuses in Source Integrations tab.

 

For additional information on reading the request and response code and help with troubleshooting, see Interpreting Marketo Post Outs & Common Errors.

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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