Take Action: Marketo Campaigns

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

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

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• 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. Select people you want to add to a Smart Campaign and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Add to Marketo Campaign.
3. In the Campaign drop-down, 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.
   
4. Click Confirm.