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Marketo Measure: Tips for Touchpoint Settings

Last update: Tue Apr 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

This article offers tips to help you set up rules within Touchpoint Settings. It also includes a breakdown of the formula criteria for µþ³Ü²â±ð°ùÌý°Õ´Ç³Ü³¦³ó±è´Ç¾±²Ô³Ù²õ and Buyer Attribution Touchpoints.

Description description

Environment

Marketo Measure

Issue/Symptoms

Here are some tips to help you set up rules within Touchpoint Settings.

Resolution resolution

  • All dates are formatted in MM/DD/YYYY. Single-digit months or days require a 0, like 03/06/2023. The value must be in numerical characters only.

  • For Null value, leave the value field blank for the criteria. When the rule is saved, Null value appears in the value field. Example:

    Lead.LastName is equal to [ NULL]

  • For the formula criteria in Touchpoint Settings, there is a limited selection of options for µþ³Ü²â±ð°ùÌý°Õ´Ç³Ü³¦³ó±è´Ç¾±²Ô³Ù²õ  and for Buyer Attribution Touchpoints  when creating touchpoint suppression or removal rules. These are as follows:

    accordion
    Complete list of options for Buyer Touchpoints
    1. Contact.CreatedDate - Touchpoint.Date (Days)
    2. Lead.ConvertedDate - Touchpoint.Date (Days)
    3. Lead.CreatedDate - Touchpoint.Date (Days
    4. Touchpoint.Date - Contact.CreatedDate (Days)
    5. Touchpoint.Date - Lead.ConvertedDate (Days)
    6. Touchpoint.Date - Lead.CreatedDate (Days)
    accordion
    Complete list of options for Buyer Attribution Touchpoints
    1. Account.CreatedDate - Touchpoint.Date (Days)
    2. Contact.CreatedDate - Touchpoint.Date (Days)
    3. Opportunity.CloseDate - Touchpoint.Date (Days)
    4. Opportunity.CreatedDate - Touchpoint.Date (Days)
    5. Touchpoint.Date - Account.CreatedDate (Days)
    6. Touchpoint.Date - Contact.CreatedDate (Days)
    7. Touchpoint.Date - Opportunity.CloseDate (Days)
    8. Touchpoint.Date - Opportunity.CreatedDate (Days)

    Note that these include date options only, and the value is calculated in Days. The value for the criteria must be numerical characters.

    • If you get a negative value from the equation, recreate the rule using the inverse formula. The rules process doesn’t work on negative values.
    • The most recent date should always be the first value or minuend (the number being subtracted from). The oldest date should be the subtrahend (the number being subtracted). The value or the difference (the result after subtracting) should always be a positive number.

      Example: "Touchpoint.Date - Lead.CreatedDate (Days) is greater than or equal to 90"
      This will find touchpoints that are older than 90 days from the lead creation date to either remove or suppress them.

Touchpoint Removal and Touchpoint Suppression Setup

Best Practices for Touchpoint Settings

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