Sales Insight and Engagement Programs | Community
Skip to main content
A
Anonymous
July 23, 2013
Question

Sales Insight and Engagement Programs

  • July 23, 2013
  • 1 reply
  • 1702 views
Hi Community--

I noticed that when I add "Campaign is Requested via Sales Insight" as a Transition Rule for a stream in an Engagement Program, the Campaign will show up in the Marketo Sales Insight plug-in in Salesforce under "Add to Marketo Campaign".

My question is:
Is this sufficient to have a lead to enter the Engagement Program? Or do I need to create a separate campaign for the sales rep to call out to that then adds the lead to the Engagement Program with the stream specified?



    This post is no longer active and is closed to new replies.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

    1 reply

    A
    Anonymous
    July 23, 2013
    The best way to do this is to create a separate smart campaign with the Campaign is Requested trigger.  The flow would then be to put them into the correct program and stream.
    A
    Anonymous
    April 7, 2017

    Does anyone have info on how to make Drips or streams available in CRM?  I'm trying to give my sellers access to our drip campaigns by making them available from Dynamics CRM in the "Add to Marketo Campaign" drop down, but I can't find any information on how to do it from the Marketo admin side.  I only see docs about how to send emails out of Sales Insights.  If they speak with a lead who still needs nurturing, I want them to be able to drop them into the campaigns.

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    April 7, 2017

    First, you need to make the campaign available to CRM by using the process described above.  In this example, I've enabled a trigger campaign that adds new leads to an EP and places them into the appropriate stream (the key being the first trigger):

    Now this campaign will be available in MSD under "Add to Marketo Campaign":

    Terms & ConditionsAccessibility statement

    Loading footer...