---
agent_capabilities:
- Structured Data Analyzer
availability: IDEA
description: Analyzes campaign performance by grouping leads and meetings by channel
(e.g., Email, Events, LinkedIn Ads) to highlight which channels drive the most impact
for sales.
name: Most Effective Campaign Channels
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWhich+marketing+channels+are+actually+generating+the+most+leads+and+meetings+for+sales%3F+I+need+to+optimize+our+budget.%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EOf+course.+I+can+analyze+your+campaign+performance+by+pulling+lead+data+from+%3Cstrong%3EMarketo%3C%2Fstrong%3E+and+meeting+data+from+%3Cstrong%3ESalesforce%3C%2Fstrong%3E+for+the+last+quarter.%3C%2Fp%3E%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EAnalyzing+user+request+for+marketing+channel+effectiveness.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EFetching+lead+data+from+%3Cb%3EMarketo%3C%2Fb%3E+for+the+last+90+days.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EFetching+sales+meeting+data+from+%3Cb%3ESalesforce%3C%2Fb%3E+for+the+last+90+days.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EGenerating+python+script+to+merge+and+analyze+the+data.%3C%2Fp%3E%22%2C%22status%22%3A%22pending%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%7B%5Cn++%5C%22filterType%5C%22%3A+%5C%22leadChannel%5C%22%2C%5Cn++%5C%22filterValues%5C%22%3A+%5B%5C%22Organic+Search%5C%22%2C+%5C%22Paid+Social%5C%22%2C+%5C%22Email+Marketing%5C%22%2C+%5C%22Referral%5C%22%5D%2C%5Cn++%5C%22fields%5C%22%3A+%5B%5C%22id%5C%22%2C+%5C%22leadChannel%5C%22%2C+%5C%22createdAt%5C%22%5D%2C%5Cn++%5C%22sinceDateTime%5C%22%3A+%5C%222024-01-01T00%3A00%3A00Z%5C%22%5Cn%7D%22%2C%22caption%22%3A%22action_1%3A+Get+leads+by+channel%22%2C%22connectorName%22%3A%22marketo%22%2C%22title%22%3A%22GET+%2Frest%2Fv1%2Fleads.json%22%7D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%7B%5Cn++%5C%22query%5C%22%3A+%5C%22SELECT+LeadSource%2C+COUNT%28Id%29+FROM+Opportunity+WHERE+IsWon+%3D+true+AND+CreatedDate+%3D+LAST_N_DAYS%3A90+GROUP+BY+LeadSource%5C%22%5Cn%7D%22%2C%22caption%22%3A%22action_2%3A+Get+meetings+by+channel%22%2C%22connectorName%22%3A%22salesforce%22%2C%22title%22%3A%22POST+%2Fservices%2Fdata%2Fv58.0%2Fquery%22%7D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22import+pandas+as+pd%5Cn%5Cn%23+Load+data+from+previous+API+calls%5Cnmarketo_leads+%3D+pd.DataFrame%28action_1.json%28%29%5B%5C%22result%5C%22%5D%29%5Cnsalesforce_meetings+%3D+pd.DataFrame%28action_2.json%28%29%5B%5C%22records%5C%22%5D%29%5Cn%5Cn%23+Rename+columns+for+consistency%5Cnsalesforce_meetings.rename%28columns%3D%7B%27LeadSource%27%3A+%27channel%27%2C+%27expr0%27%3A+%27meetings_booked%27%7D%2C+inplace%3DTrue%29%5Cn%5Cn%23+Calculate+leads+per+channel%5Cnleads_by_channel+%3D+marketo_leads.groupby%28%27channel%27%29.size%28%29.reset_index%28name%3D%27leads_generated%27%29%5Cn%5Cn%23+Merge+the+dataframes%5Cnmerged_data+%3D+pd.merge%28leads_by_channel%2C+salesforce_meetings%2C+on%3D%27channel%27%2C+how%3D%27outer%27%29.fillna%280%29%5Cn%5Cn%23+Calculate+a+simple+effectiveness+score%5Cnmerged_data%5B%27effectiveness_score%27%5D+%3D+%28merged_data%5B%27leads_generated%27%5D+*+0.2%29+%2B+%28merged_data%5B%27meetings_booked%27%5D+*+0.8%29%5Cn%5Cn%23+Sort+by+effectiveness%5Cnfinal_report+%3D+merged_data.sort_values%28by%3D%27effectiveness_score%27%2C+ascending%3DFalse%29%5Cn%5Cnprint%28final_report.to_json%28orient%3D%27records%27%29%29%22%2C%22caption%22%3A%22action_3%3A+Analyze+channel+data+with+Python%22%2C%22connectorName%22%3A%22python-interpreter%22%2C%22title%22%3A%22Python+Script%22%7D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EBased+on+the+data+from+the+last+quarter%2C+here+are+your+most+effective+marketing+channels%3A%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EOrganic+Search%3A%3C%2Fb%3E+Generated+the+most+leads+and+a+high+number+of+meetings.%3C%2Fli%3E%3Cli%3E%3Cb%3EEmail+Marketing%3A%3C%2Fb%3E+Strong+performance+in+converting+leads+to+meetings.%3C%2Fli%3E%3Cli%3E%3Cb%3EPaid+Social%3A%3C%2Fb%3E+Good+for+lead+generation%2C+but+lower+meeting+conversion.%3C%2Fli%3E%3Cli%3E%3Cb%3EReferral%3A%3C%2Fb%3E+High+quality+leads%2C+but+lower+volume.%3C%2Fli%3E%3C%2Fol%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI%27d+recommend+allocating+more+budget+towards+Organic+Search+optimization+and+targeted+Email+Marketing+campaigns.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Opportunity+Data+%28Last+90+Days%29%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22Lead+Generation+Data+%28Last+90+Days%29%22%2C%22connectorName%22%3A%22marketo%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Marketing
systems:
- salesforce
- marketo
---