Adding people to Marketo Campaigns from Salesforce

Document created by 08b21bd4b65c4441fd72920f489da6afa097beae on Dec 11, 2014Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Sep 27, 2017
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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:

 

rtaImage.png

 

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:

 

rtaImage (1).png

 

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:

rtaImage (2).png

Related Article:

Quick Start: Marketo Sales Insight for Salesforce

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