Adding a lead to a Customer Engagement Program via Sales Insight?

Forum|Forum|12 years ago
July 8, 2013
7 replies
1643 views

I am not seeing a way to make my new Customer Engagement Program available for my salespeople to add a lead via Sales Insight (SFDC Integration).

Am I missing something? Any known workarounds?

Marketo

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Well, there is a filter that shows who is in an Engagement Program, but I think that doesn't matter here. Now I'm not quite sure I follow what you want to do.

I was thinking something like this:

In Sales Insight, in the "Add to Marketo Campaign" dropdown, you wanted something like "Add to Engagement Program A"
When that happens, we trigger a Smart Campaign that adds them as a new lead to Engagement Program A

Is that right?

A

Anonymous

Tanya,

Yes, that should be a good way to do it.

A

Anonymous

Is it best practice to always create a Campaign with the Smart List inside the Engagement Program in order to dictate who enters the stream?

I am trying to create an email nurturing stream just for those in a subset of my lead database that are in a certain industry and geographical region.

A

Anonymous

Great! I was hoping that made sense.

A

Anonymous

You've got it! And you may have answered my question.

If I understand you correctly you're suggesting the following:

Setup a Program called "Add to Engagement Program A" for the sole purpose of manually adding leads to nurture from Sales Insight's "Add to Marketo Campaign" dropdown.
Add a Smart Campaign within the program called "Add to [Stream]"
In the Smart List of that campaign include "Campaign is Requested" trigger
In the Flow section include the step "Add to Engagement Program" and specify [Stream]

I'll try this approach. Thanks for your help!

A

Anonymous

Accepted solution

Well, there is a filter that shows who is in an Engagement Program, but I think that doesn't matter here. Now I'm not quite sure I follow what you want to do.

I was thinking something like this:

In Sales Insight, in the "Add to Marketo Campaign" dropdown, you wanted something like "Add to Engagement Program A"
When that happens, we trigger a Smart Campaign that adds them as a new lead to Engagement Program A

Is that right?

A

Anonymous

Hmm. The problem that I'm having is that there is no Smart List for Customer Engagement Programs.

I have setup a basic nurture track containing one Stream comprised of Emails, not Programs.

Should I add a Program to the front of the Stream and add the Campaign is Requested trigger in the associated Smart List?Would I then need to use the Add to Engagement Program flow step to subscribe them to the rest of the Customer Engagement Program?

A

Anonymous

You can use the "Campaign is Requested" trigger, and the flow can add them to the Engagement Program.

This article should help: https://community.marketo.com/MarketoArticle?id=kA050000000KytxCAC

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