Marketo - Adding Leads to a Campaign

Your company’s Campaigns typically target existing and prospective customers. You can associate leads collected in atEvent and assign them to campaigns that you currently have setup in Marketo. The connection between atEvent and your MA/CRM will be using a Campaign ID. You will need to extract this data and copy to atEvent and later map the fields when completing the field mapping step. 

This article is divided into the following sections:

  • Marketo Smart Campaign Setup

  • atEvent Campaign ID Setup

  • Retrieving atEvent Leads in Marketo

Note: In order to associate leads collected in atEvent and assign them to campaigns in Marketo you will first need to create the following attribute in Marketo: (atEventEventName). See the following help article for this setup: Marketo Integration Guide (atEvent Hub)

A. Marketo Smart Campaign Setup

1. Login to your Marketo instance
   a. Enter Email Address
   b. Enter Password
   c. Press “Login”

2. My Marketo: Click on "Marketing Activities"

3. Marketing Activities:
   a. Select a folder to add your Smart Campaign
   b. Click on "New" and select "New Smart Campaign" from the dropdown menu

4. Create Smart Campaign
   a. Name: Give your Campaign a Name. In this example we have entered "Jacks Campaign"
   b. Click the "Create" button

5. Smart List: Triggers
   a. Click on "Smart List"
   b. Under Triggers
   c. Drag "Data Values Changes" into the gray area
   d. Drag "Lead is Created" into the gray area

6. Smart List: Filters
   a. Under Lead Attributes
   b. Drag "atEvent Event Name" into the gray area 

Note: If you have not already created this custom field (atEvent Event Name), see Section E of this help article.

7. Trigger (Data Value Changes):
   a. For "Add Constraint" click on the down arrow ▼ to expose the dropdown menu
   b. Select "New Value" by filling in the checkbox

8. Trigger (Data Value Changes):
   a. For "Atrribute" click on the down arrow ▼ to expose the dropdown menu
   b. Search for and select "atEvent Event Name" from the dropdown menu

9. Triggers/Filters (continued):
   a. Trigger (Data Value Changes): Enter the name of your atEvent Event Name. In this example we have entered: "JackTest1"
   b. Filter (atEvent Event Name): Enter the name of your atEvent Event Name. In this example we have entered: "JackTest1"

10.  Campaign ID: Copy the Campaign ID from the URL as shown here and save it to notepad. You will enter this Campaign ID in atEvent later. In this example we are copying [1607]. 

Note: Please be sure to only copy the numerical part of the URL string leaving the letters (SC, B2) to either side out.

B. atEvent Campaign ID Setup

1. In your atEvent under "Connect to MA/CRM" after you have connected to Marketo you will enter the Campaign ID
   a. Enter your Campaign ID [1607] saved from Step A10 above
   b. Click "Save & Continue"

2. Field Mapping (Additional Fields): 
   a. For Campaign ID click on the down arrow to expose the dropdown menu and search for "TriggerCampaign"
   b. Select "TriggerCampaign"
   c. Click "Save & Continue"

C. Retrieving atEvent Leads in Marketo

You will first need to make sure that you have setup the Campaign ID correctly in both atEvent and Marketo. Then you will need to create a lead in atEvent and sync it to Marketo.

1. Marketo Database
   a. Click on "Database" tab
   b. Select your Smart List. In this example we have selected Jack's Smart List
   c. Click on the "Leads" tab
   d. At the bottom search on the lead that you have recently scanned in atEvent and synced to Marketo. Enter the name and click the search hour glass icon. In this example we have entered "Bill Gates"
   e. The lead that was searched for will show. Click on the Id to see the lead details. A new lead details tab will open.

2. Lead Details
  a. Lead Contact: In this example we have created a lead in atEvent (Bill Gates)
  b. By scrolling down to the bottom we will see that the Lead has been correctly assigned to the Trigger Campaign (1605).