Overview
This article guides users through the process of setting up a Marketo Smart Campaign to send email alerts to Sales Representatives when a new lead is generated via an Influitive Referral. It covers creating an alert email, configuring a Smart Campaign, and activating the campaign, with additional tips on customizing the alert process.
Information
A working knowledge of Marketo is required to complete these steps. For more detailed instructions on creating Smart Campaigns, please refer to the Marketo Help site .
Step 1: Create an Alert Email
Prerequisites: Create a Campaign folder or make sure that you have an existing one that you can use.
1. Under the Marketing Activities section, click on your chosen Campaign Folder . Under New , choose New Program .
2. You can name your Program something like "New Influitive Lead". For Program Type , choose Email and for Channel , choose Email Send . Click on Create .
3. Select the Program that you have just created in Step 2, then under New click New Local Asset.
4. Click Email .
5. In the Name field, name it something like "Influitive Referral Email". If you have a Template , choose it from the drop-down list. Otherwise, select Blank . Next, click on Create .
6. Right-click and Edit the sections on the right-hand side.
7. Enter the From Name , From Email , Reply-to , and Subject that you want your sales team to see.
8. Edit the text to include the body of the email.
9. Place your cursor where you want to insert the lead's contact info and click the Insert Token icon.
10. Find and select the {{SP_Send_Alert_Info}} Token and click Insert .
11. Click Save.
12. Close the email editor tab/window.
13. Under Email Actions, click Approve .
Step 2: Create an Alert Trigger Campaign
1. Select the Program created previously (e.g. New Influitive Lead), then under New click New Smart Campaign .
2. Name the campaign something like "Influitive Alert Campaign" and click Create .
3. Under the Smart List tab, find and drag the Lead is Created trigger to the canvas. Choose "Influitive Referral" as the Lead Source .
4. Under the Flow tab, find and drag the Send Alert flow action to the canvas.
5. Select the alert email created earlier e.g. Influitive Referral Email and leave Send To as Lead Owner .
6. Go to the Schedule tab and click the Activate button.
7. Click Activate on the confirmation screen. And you're done!
You may want to only send an alert once a lead owner has been assigned. If that is the case, you can add a choice to the Flow . You can find more information on how to do this How to Control Order of Operations in Marketo .
FAQ
What is the purpose of creating an alert email in Marketo?
The purpose of creating an alert email in Marketo is to notify Sales Representatives immediately when a new lead is created through an Influitive Referral, enabling prompt follow-up.
Can the email alert be customized to include the lead's contact information?
Yes, the email alert can be customized to include the lead's contact information by inserting the appropriate tokens, such as {{SP_Send_Alert_Info}}, into the email body.
Is it possible to control when the email alert is sent to the Sales Representative?
Yes, you can control when the email alert is sent by adding a choice to the Flow in the Smart Campaign, which can be configured to send the alert once a lead owner has been assigned.
What prerequisites are necessary before setting up an email alert in Marketo?
A working knowledge of Marketo and an existing Campaign folder or the ability to create one are necessary before setting up an email alert.
How do you activate the Smart Campaign to start sending alerts?
To activate the Smart Campaign, go to the Schedule tab, click the Activate button, and confirm activation on the subsequent screen.