Marketo Event - Invitation through Salesforce? | Community
Skip to main content
October 16, 2015
Solved

Marketo Event - Invitation through Salesforce?

  • October 16, 2015
  • 1 reply
  • 1507 views

Hi there,

i think about creating an Event Programm to make People able to register. This is no test. But i want

to make our Sales Dept. able to invite Contacts directly out of Salesforce with a Mail-Template from Marketo

that should be send out to this contact individualized.

Any ideas how to do that?

Regards

Christian

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Grégoire_Miche2

Hi Christian,

Please mark the idea as answered when you are done so that it gets out of the radar

-Greg

1 reply

Grégoire_Miche2
New Participant
October 16, 2015

Hi Christian,

  • Solution 1, if you are using SalesInsight :
    • Create your program with the landing page in it and a form on this landing page, plus a follow-up page as you would do for any registration.
    • Prepare an email with a CTA link to the landing page
    • Publish this email to sales insight
    • Show the sales how to send emails via sales insight and customize the message prior to sending it
  • Solution 2, if you do not have salesinsight :
    • Add a field to salesforce call "individualized message" on lead and contact objects
    • Create your program with the landing page in it and a form on this landing page, plus a follow-up page as you would do for any event registration
    • Prepare an email with a CTA link to the landing page and that uses the field "individualized message" as a token in the email to personalize the email text. Use account or contact owner tokens in order to personalize the signature
    • Prepare a campaign in salesforce for your event, or event better create one from the Marketo program
    • Prepare a trigger smart campaign in he program
      • Trigger : added to SFDC campaign (Campaign = [the SFDC campaign you just created]
      • flow : send email
    • Activate the smart campaign
    • Show the sales how to fill in the field and add their contact to the campaign SFDC

-Greg

October 16, 2015

Hi Greg,

awesome! That really helps me creating this. I will test it but it sounds absolutely fine too me. I will come back to you as i´ve made it. Thanks again!

Christian

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
October 16, 2015

Hi Christian,

Please mark the idea as answered when you are done so that it gets out of the radar

-Greg