Context
The Add to Marketo Campaign action allows you to add people from Demandbase to your Smart Campaigns in Marketo. Using Marketo Smart Campaigns, you can:
- Start ABM email campaigns
- Send direct mail packages using a provider such as Sendoso
- Send email alerts
- Send handwritten letters using a provider such as Letter Friend
- Start or pause marketing nurturing activities
- Change data values or program statuses
Prerequisites/Preparation
Demandbase Marketo Integration.
Create and activate a Marketo Smart Campaign and update the Smart List configuration as follows:
- Include the Campaign is Requested trigger
- Set Source to is Web Services API
Tips:
- You do not need to add members to the Marketo Smart Campaign.
- Only Smart Campaigns set up with this configuration appear in Demandbase.
Steps
- Select people you want to add to a Smart Campaign and click Take Action. The Take Action button is available throughout Demandbase above people tables.
- In the right Take Action section, click Add to Marketo Campaign.
- Select the Smart Campaign you want people added to in the Campaign drop-down list and click Confirm.
Tip: Demandbase syncs Smart Campaigns set up with the Smart List “Campaign is Requested” trigger nightly. If the Smart Campaign you are looking for is not available, click the Refresh icon.
Outcome
Demandbase sends a request to Marketo to run the specified Smart Campaign with the people you chose to take action on.