How to add Leads to Marketo/SFDC campaigns when sent marketo email through sales insight? | Community
Skip to main content
A
Anonymous
September 22, 2016
Question

How to add Leads to Marketo/SFDC campaigns when sent marketo email through sales insight?

  • September 22, 2016
  • 2 replies
  • 1886 views

Our sales team is finally using Marketo Sales Insight to send Marketo emails but these leads are getting invited to events and never added to event campaigns. I set up a campaign in marketo that is support to capture all leads that receive the email their sending and add them to the salesforce and marketo campaign, but this isn't working. Any suggestions?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

A
Anonymous
September 22, 2016

What you can do is use the add to campaign functionality instead of send email.  Your campaign will handle the invite and everything else in this case once the salesrep adds the user to the campaign.

Not sure why the email send is not working.  You might want to check the trigger.  It should be 'sent sales email' instead of 'sent email'

Grégoire_Miche2
Grégoire_Miche2
Level 10
September 22, 2016

+1 on Jamie's approach.

The "is sent sales email" trigger relies on the subject to know which email was sent. The problem is that the subject can be changed by the sales...

The drawback with the campaign is that the sales cannot edit the email content before sending it. And you can only sign the email from the contact owner or the account owner.

-Greg

Jessica_Kao3
Jessica_Kao3
Level 7
September 22, 2016

I agree with Jamie.

Here's one way to accomplish what you are after.

In SFDC, have them add to Marketo Campaign. 01 Send Email Invite

In your Marketo Program = 2016 Awesome Event (This is in a channel that has several statuses, invited, registered, etc)

This Marketo Program "2016 Awesome Event" is synced to a parallel SFDC campaign or you can add them to the SFDC campaign via a flow step either way.

Smart Campaign "01 Send Email Invite"

Smart List = Requested Campaign, source is "Sales Insight"

Flow

     Send Invite Email

     Change Program status = invited  (This makes them a member of the campaign)

     Add to SFDC Campaign = "2016 Awesome Event"  (optional step if you don't have this program synced with the SFDC Campaign.

Terms & ConditionsAccessibility statement

Loading footer...