Performance Insights FAQ performance-insights-faq

What is the definition of “success” in the Engagement tab? what-is-the-definition-of-success-in-the-engagement-tab

Success is a measure of meaningful interaction in Marketo. The purpose of a program is to create a meaningful interaction with the person or prospect. Success is marked when a person reaches the status that achieves that goal. It can be attending a webinar, clicking a link in an email, or filling out a web form. Success varies depending on the program channel.

Will MPI work with any CRM? will-mpi-work-with-any-crm

Yes. Technically, MPI does not directly interact with the CRM for data synchronization. MPI utilizes data stored in the Marketo Analytics Data Warehouse. Since the CRM sync happens in the Lead Management application, any Marketo-supported CRM integrated with the Lead Management application will show data correctly. However, the CRM opportunity fields do need to be mapped correctly to the Marketo opportunity fields.

I do not have any other Marketing Analytics products (ARB, RCE, RCA, Program Analysis). Will MPI work for me? i-do-not-have-any-other-marketing-analytics-products-arb-rce-rca-program-analysis-will-mpi-work-for-me

MPI is an independent add-on to the Lead Management application. It does not require the use of any other analytics products.

RCA shows me program performance data as well. Is there a difference between the data shown in MPI and RCA? rca-shows-me-program-performance-data-as-well-is-there-a-difference-between-the-data-shown-in-mpi-and-rca

No. MPI sources data from the same data warehouse as RCA. Therefore, you will not see any data differences between the two. RCA allows you to create your own reports on the fly. MPI gives you access to easy-to-understand visual dashboards.

I don’t want some of my programs (e.g. Operational) to show up in MPI. How do I control the visibility of specific programs? i-don-t-want-some-of-my-programs-e-g-operational-to-show-up-in-mpi-how-do-i-control-the-visibility-of-specific-programs

You can control the visibility of your programs by setting the Analytics behavior of your programs to Operational. This will cause the program to be excluded from analytics calculations.

I am running a multi-channel campaign for a new product launch. How can I view the performance for this campaign across all the different channels in one place? i-am-running-a-multi-channel-campaign-for-a-new-product-launch-how-can-i-view-the-performance-for-this-campaign-across-all-the-different-channels-in-one-place

We recommend that, for programs part of such a campaign, you utilize program tags. Program tags are automatically synced to MPI, and you can filter them in all MPI dashboards to view your multi-channel campaign performance.

Will I have access to attribution settings if I do not have RCA? will-i-have-access-to-attribution-settings-if-i-do-not-have-rca

You get access to attribution settings if you have MPI, regardless of whether you have RCA or not.

I get an alert in MPI when I log in telling me that my attribution settings are incorrect. What’s wrong? i-get-an-alert-in-mpi-when-i-log-in-telling-me-that-my-attribution-settings-are-incorrect-what-s-wrong

MPI calculates whether or not all your opportunities are being included in analytics. If not, you will be prompted to consider changing your attribution settings (Explicit, Implicit, Hybrid) to include more opportunities.

You may also be missing opportunities due to Program Cost missing in your programs. Please review the Analytics behavior of your programs. They can be:

Why am I missing some opportunities in MPI? why-am-i-missing-some-opportunities-in-mpi

Two key reasons you may be missing opportunities in MPI are:

MPI calculates whether or not all your opportunities are being included in analytics. If not, you will be prompted to consider changing your attribution settings (Explicit, Implicit, Hybrid) to include more opportunities.

You may also be missing opportunities due to Program Cost missing in your programs. The alert will come up but does not point you to which programs are missing costs. Please review your program setup to include costs, to ensure all your programs and opportunities are included in MPI.

Why do I not see Custom Fields, Opportunity Type and ABM filters on the Engagement dashboard? why-do-i-not-see-custom-fields-opportunity-type-and-abm-filters-on-the-engagement-dashboard

Custom Fields, Opportunity Type and ABM Filters are all attributes related to an opportunity. The Engagement dashboard allows you to measure your engagement and lead acquisition whether or not they are associated with an opportunity. Since the Engagement dashboard does not take opportunity into consideration, Custom Fields, Opportunity Type and ABM Filters do not apply.

I want to use a custom Salesforce Opportunity field for revenue reporting instead of the standard Salesforce Opportunity Amount field. Will MPI allow me to do that? i-want-to-use-a-custom-salesforce-opportunity-field-for-revenue-reporting-instead-of-the-standard-salesforce-opportunity-amount-field-will-mpi-allow-me-to-do-that

Yes. Marketo Support is able to remap Marketo’s Opportunity Amount field to a custom Salesforce Opportunity field as long as the field type is currency. Since MPI points to the Marketo Opportunity amount field, MPI can use the data from the remapped custom Salesforce field.

If I don’t use opportunities, can I still use MPI? if-i-don-t-use-opportunities-can-i-still-use-mpi

MPI is designed to allow you to measure program performance from the top of the funnel down to revenue impact. If you do not use opportunities, you’ll still be able to:

Can I measure the success of account-based strategies in MPI? can-i-measure-the-success-of-account-based-strategies-in-mpi

Yes. MPI integrates with Marketo TAM to pull ABM account lists into MPI seamlessly. You can use the ABM Account List filter to choose the desired ABM list to filter data by.

Is attribution instantly available when I purchase MPI? is-attribution-instantly-available-when-i-purchase-mpi

The Marketo Attribution capabilities are available to our customers when they purchase MPI. However, proper setup is required to ensure that opportunities and program data flow correctly into MPI.

What do I have to do to set up attribution? what-do-i-have-to-do-to-set-up-attribution

What’s the difference between MPI and the Program Analyzer? whats-the-difference-between-mpi-and-the-program-analyzer

The Program Analyzer allows you to compare your programs across as many as four measures. MPI allows you to analyze your channel and program contribution towards a chosen metric such as Success, New Opportunities Created, etc. It also allows you to view the 12-month channel trend based on one specific metric you’ve chosen.

What’s the difference between MPI and the Advanced Report Builder? whats-the-difference-between-mpi-and-the-advanced-report-builder

The Advanced Report Builder (sometimes referred to as RCE), is designed for self-serve (or ad hoc) reporting, typically done by Marketing Operations. MPI is designed to give Marketing leaders and marketers one-click access to performance analysis. Minimal setup is required.

What happened to the “Previous Year” option in Contribution’s date filter? what-happened-to-the-previous-year-option-in-contributions-date-filter

We have temporarily removed the “Previous Year” selection. You still have the option of viewing the entire year’s performance data by using the Custom Date Range selection.