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Read the following scenario and try to determine the numbers that show should be in the grid.

  • April 11 | John Fred is acquired by (Tradeshow)
  • April 15 | John Margo attends (Webinar) - success
  • April 22 | Opty Fred is associated (role) to the opportunity
  • April 22 | Opportunity is created for $3,000April 22 | John is associated to the opty

 

Program Name(Tradeshow)(Webinar)
(FT) Opty Created
41
 
0
(FT) Pipeline Created54
$3,000
 
$0
(FT) Opty Won 
0
 
0
(FT) Revenue Won 
0
 
0

...

 

Why?

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Show answers

...

 

...

Name

First is to understand that some types are COUNTS and others are CURRENCY. Opty Created is a count, an integer. Pipeline is a currency. In Marketo, the currency will conform to your admin locale settings.

The reason the Tradeshow received all credit is because Margo was not associated with a role in the opportunity. No role, no credit.

Marketo custom
Color#b2f0db
TitleAttribution Rules
Image/download/attachments/557070/Graphic-Design-Tools-30.png
  1. Credit is split evenly
  2. You can't give more credit than you earned
  3. You can't give credit for something that happened in the past
 

Try all of the examples and you will be an attribution pro!

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