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Integrating email to-post with Marketo

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Using some simple functionality in the marketing automation platform Marketo, Compendium users can easily solicit questions from their database of clients and prospects to generate content ideas and …

Using some simple functionality in the marketing automation platform Marketo, Compendium users can easily solicit questions from their database of clients and prospects to generate content ideas and publish them via Compendium's content marketing platform.

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Transcript

  • 1. Integrating Email-to-Post with Marketo Forms
    Ken Moorhead
    March 2011
    © 2011 Compendium, All Rights Reserved
  • 2. Step 1 – New Custom Fields for Capturing Content
    Create a new String field in Marketo for the content submitted by prospects. If you don’t have rights to create fields, contact support@marketo.com to request a custom field
    © 2011 Compendium, All Rights Reserved
  • 3. Step 2 – Create a plain text email in Marketo
    Make sure the “from” address is static – don’t use a token in this case.
    Include the custom token created in step 1 in the email body.
    © 2011 Compendium, All Rights Reserved
  • 4. Step 3 – Create a Marketo Form / Landing Page
    Include the custom field from step 1 in the form.
    © 2011 Compendium, All Rights Reserved
  • 5. Step 4(a) – Set up your Campaign in Marketo
    This campaign is triggered by filling out a form. Use a filter on your custom field of “is not empty” to prevent blank submissions.
    © 2011 Compendium, All Rights Reserved
  • 6. Step 4(b) – Set up your Campaign in Marketo
    Content is sent into Compendium using the Send Alert flow action.
    Use the email created in Step 2, set the “Send to” value to “None.” Put the Compendium Email-to-Post address in the “To Other Emails” field.
    © 2011 Compendium, All Rights Reserved
  • 7. After activating the campaign…
    Whenever a prospect fills out the form, their content is passed into Compendium.
    © 2011 Compendium, All Rights Reserved
  • 8. Editing and publishing…
    And here is the content, now in Compendium and ready to be responded to and published!
    © 2011 Compendium, All Rights Reserved