Add Automation Actions to Add People to Marketo Campaigns

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Context

When you create an Automation, you can add an action to add people to Marketo Campaigns from the Actions tab. This action allows you to add people to Marketo Campaigns based on the Selector criteria you specify.

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

Demandbase Marketo Integration.

Active Marketo Campaigns set up with the Campaign is Requested trigger and the Source set to Web Services API.

Here's an example of the campaign setup in Marketo Classic.

Marketo_Classic.png

And an example of the setup in Marketo Sky.

Marketo_Sky.png

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click Create New to create a new Automation or click the name of an existing Automation.
  3. Click the Actions tab and click the plus icon.
    Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
    Automation_Action_Person.png
  4. In the Add Action window, select the Partner tab and click Add to Marketo Campaign.
  5. In the Add to Marketo Campaign window, select the campaign to add people to in the Campaign drop-down list.
    Automation_Add_to_Marketo.png
  6. Click Save.

Outcome

When the Automation runs, Demandbase identifies people that meet the Selector criteria and adds them to the selected Marketo Campaign. 

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.

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