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December 11, 2014

Adding people to Marketo Campaigns from Salesforce

  • December 11, 2014
  • 3 replies
  • 4677 views

The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales.

 

To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:

 

 

You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views. 

 

You can add 200 leads at once this way:

 

 

After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team. 

 

Pick the campaign for this person in the Campaign Name pulldown, then click Finish:

Related Article:

Quick Start: Marketo Sales Insight for Salesforce


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3 replies

Level 2
May 16, 2015

We have the actions drop-down in Marketo Sales Insight within Salesforce, and one of the choices is 'Add to Marketo campaign,' but when we choose this it says we have no campaigns?

June 23, 2015

Hi Beth, you need to make sure in your smart list there is a "Campaign is Requested" Source Is Sales Insight for it to sync. This confused me as well.

Level 2
June 23, 2015

Hi Christa,

Thank you; I had since figured out that not all campaigns are automatically

available in Salesforce unless the 'campaign is requested' is selected.

Many thanks again!

best,

beth

Beth Zimmerman | founder + executive director

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On Tue, Jun 23, 2015 at 1:14 PM, Christa Watson <marketingnation@marketo.com