Overview
This article provides a guide on how to send email invitations to advocates through Marketo by leveraging an active Smart Campaign. It includes prerequisites such as triggers, tokens, and email flows, and offers a step-by-step process for configuring the integration with Influitive's hub.
Information
To send advocate invitations via Marketo, certain prerequisites must be met within the Marketo platform. This includes having an active Smart Campaign with a trigger, a token, an approved email, and an email flow action. The article also details the steps to configure the integration with Influitive's hub.
Prerequisites
Before sending invitations, ensure the following components are set up in Marketo:
- A trigger for the Smart Campaign.
- At least one token to be used in the email, unique to each advocate.
- An approved email containing the token.
- An email flow action.
For detailed instructions on creating these assets, refer to the Marketo: Invitation Email Prerequisites tutorial.
Integration Configuration
Follow these steps to configure the integration with Influitive's hub:
- Navigate to Admin Settings > Integrations > Manage (Marketo) in your Hub.
- Scroll to the "Send Invitation Emails with Marketo" section.
- Complete the required fields.
- Click Save.
Additional Information
Keep these details in mind when setting up your invitations:
- Select one template from Marketo for Advocate Invitations.
- Each advocate receives a unique code for registration in the hub.
- Other emails from Influitive (Digests, Notifications, etc.) will be sent via Influitive's bulk email provider.
- SPF records authorizing Influitive as an email agent are important for email deliverability.
For more on setting up emails, see Marketo Emails .
If you encounter errors or failures, consult the Marketo Logs article.
If this integration is enabled, you may see an error under Emails > Invitations saying: "An external Invitation Email Provider has been set up. In order to preview the invitation email, you must check your external provider." if the integration is turned off, this message will no longer appear.
FAQ
What are the prerequisites for sending advocate invitations through Marketo?
The prerequisites include an active Smart Campaign with a trigger, at least one token, an approved email containing the token, and an email flow action in Marketo.
How do I configure the integration with Influitive's hub?
To configure the integration, go to Admin Settings > Integrations > Manage (Marketo) in your Hub, find the "Send Invitation Emails with Marketo" section, complete the required fields, and click Save.
Where can I find more information on setting up Marketo emails?
Additional information on setting up Marketo emails can be found in the Marketo Emails tutorial linked within the article.
What should I do if I receive an error or failure in my Marketo logs?
If you receive an error or failure in your logs, please refer to the Marketo Logs article for troubleshooting.