Automation: Marketo Campaigns

The Add People to Marketo Campaign action allows you to automatically add people to Marketo Campaigns.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
• Demandbase must be integrated with Marketo.
• Have active Marketo Campaigns set up with the Campaign is Requested trigger and the Source set to Web Services API.
  Important:
  • You do not need to add members to the Marketo Smart Campaign.
  • Only Smart Campaigns set up with the following configuration appear in Demandbase:
    • Example in Marketo Classic
      
    • Example in Marketo Sky
      

Steps

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Add to Marketo Campaign.
4. In the right sub-action panel, go to the Campaign drop-down and select a Smart Campaign.
   Tip: Demandbase syncs nightly with Smart Campaigns that use the “Campaign is Requested” Smart List trigger. If the Smart Campaign you are looking for is not available, click the Refresh icon.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.