Overview
This article provides a step-by-step guide for setting up invitation emails using Marketo through AdvocateHub. It covers the creation of a new Smart Campaign, adding tokens, creating and approving an email, and finally, creating and activating an Email Flow action within the campaign. The instructions emphasize the importance of following each step carefully to ensure the campaign is operational.
Information
Interested in using Marketo to send your AdvocateHub's invitations? There are a couple steps necessary to get started. All these prerequisites are created and managed from the Marketo web application. Let's go through the steps required to set them up.
- Create a new Smart Campaign
- Add a Trigger to the Smart Campaign
- Adding a Token
- Create a new Email
- Create the Email Flow action on the Campaign
- Activate the new Campaign
Create a new Smart Campaign
1. Either create or choose an existing Campaign Folder under Marketing Activities
2. Within that Campaign Folder, create a New Program
3. Right-click on the Program name and and select New Smart Campaign
Add a Trigger to the Smart Campaign
- With the Campaign selected navigate over to Smart List
- Search for Campaign is Requested in the right-hand menu . Drag it over to the left.
- In the trigger, select is and Web Service API .
Adding a Token
1. Right-click on the Program , then select View My Tokens
2. Drag and configure a Text token from the list in the right and name it join_link . This name title is case-sensitive, so please write the name exactly as it is written here. For the value, enter influitive.com . Then hit Save.
Create a new Email
1. Right-click on the Program again, this time selecting New Local Asset
2. Choose Email from the given options
3. After adding in all the required details, you can find the new Email asset created inside your program
4. Edit the email draft to contain the my.join_link token. We recommend editing the HTML version of the draft in HTML mode directly
5. A very important step is to Approve the new email, before jumping to the next step and using it to create an Email Flow Action. Do this by right-clicking on the mail and clicking Approve
Create the Email Flow action on the Campaign
1. From the Campaign, select Flow
2. Select the email created in the previous step.
Activate the new Campaign
1. As a final step, the Campaign needs to be activated by going to the Schedule tab and clicking Activate
2. Once this is done, everything is wired up and ready to go!
FAQ
What is the first step in setting up an invitation email in Marketo?
The first step is to select or create a Campaign Folder within Marketing Activities and then create a New Program within that folder.
How do I add a token to my Marketo campaign?
To add a token, right-click on the Program, select 'View My Tokens', drag a Text token to the configuration area, name it 'join_link', set its value to 'influitive.com', and save your changes.
What is the significance of the 'join_link' token in the Marketo email setup?
The 'join_link' token is used to include a specific URL, in this case, 'influitive.com', within the email content, which can be dynamically inserted where the token is referenced.
How do I activate my Smart Campaign in Marketo after setting up the email?
To activate the Smart Campaign, navigate to the 'Schedule' tab within the campaign interface and click on 'Activate'. This will make the campaign fully operational.
Is it necessary to approve the email before creating an Email Flow action?
Yes, it is crucial to approve the email by right-clicking on it and selecting 'Approve' before proceeding to create an Email Flow action to ensure it is ready for use in the campaign.