Hi guys. I hope you are marvellously well.
Today, in this Marketo Tip
we will talk about real-time marketing
or triggers into Marketo,
or how you can plan actions based on
the future behaviour
of your visitors or customers,
for instance, filling out a form
or clicking into an email.
I'm Sylvain Davril, founder of Merlin/Leonard
and certainly the team's Leonard,
and this is a new Marketo Tip.
I'm in my Marketo, in Marketing Activities here,
so we are in the heart of the reactor here.
I've created a test smart campaign.
What is a smart campaign?
That's the most granular brick you can use
in Marketo to create actions to target people,
whether it is people in the database
that have done something in the past
or people that will do something in the future,
we will see that with the triggers.
And add some actions for those people,
for instance sending an email,
wait, change values in the database,
add those people to a campaign
with a certain status,
play with the ABM, change their score,
push them to Salesforce, create a task,
call a webhook, for instance,
if you want to send a text message
or send their information
to an external database
to enrich the person profile.
And Schedule is where you will define precisely
the options of this section,
meaning how many times
this person can go through this campaign
and should we block the email
thanks to the communication limits, or not,
the result will be the screen where you see
what happens in this campaign exactly,
how many people, who are the people who pass
through the flows and what they did in the flow.
What is interesting today
is to work on the triggers.
Let's start again.
Let's try it with a simple example:
here, I want to send an email
to whoever clicked in this email
on this link.
So let's take this email.
I can add constraints,
there are plenty of constraints.
So the one I'm interested in
is the link constraint.
Here, Marketo will show me
all the links that I have in my email.
I will take the Preferences centre link
and I could add, for instance,
a minimum number of times.
So I want to trigger an action
in this flow to whoever clicks, in the future,
in an email, this email, on this link,
as soon as the person clicks twice,
and we don't have any time range for that.
That's very convenient.
I can add another trigger and I can put,
for instance here, plenty of other emails.
That would read here:
I would like to trigger those actions here,
whether to anyone
who opens one of those emails
or anyone who clicks this link
in this email at least twice.
I can pile up as many triggers as I want.
We don't recommend piling up too many
because it can be hard to maintain
or to read for your colleagues.
Just a quick note here,
Marketo has just announced
that we will have another screen to do that,
which will allow us to do this graphically,
you know, with boxes and arrows,
so it will be easier for people
who are starting Marketo
to create their first campaign.
Here we have triggers
around the emails for the open,
the click, the bounce, the delivery,
the forward and the unsubscribe.
What I love in Marketo
is that you can extend the triggers.
For instance, I have plugged TwentyThree,
which is a video platform and webinar platform.
I've plugged Xeno, which is a chatbot and chatbox,
and I have my own customer portal
and I've created triggers here
that will, for instance, trigger
as soon as somebody watches
more than 50% of any video.
That's great to add, for instance, a score,
plus five points to the person to…
I'll just remove that so that it's clear.
If I want to update my scoring system
and I want to add points
to anyone who watches more than 50% of any video,
that's how I would do that.
In the flow, I would use my Change Score action.
Same for the interaction here,
for the Xeno chatbot interaction.
I've got plenty of triggers from Salesforce
because I'm synced with Salesforce.
That would be the same with Dynamics,
whether activities, meetings,
tasks that are created or updated,
whether an opportunity is created
and a contact is attached to an opportunity
or the opportunity is updated.
We saw in the previous Marketo Tip
that we could import
our Salesforce data model into Marketo.
That's what I did here
with the, for instance, Loyalty transaction,
member of Project, Mission, Project;
all those trends turned into triggers
that could help me,
for instance, do better marketing.
Let's send an email that explains
how the project will work
as soon as anyone is added to a project;
and I will do that
with this Member of project trigger.
And here let's imagine the role is:
I just want to send an email
to the champion, not the user;
that's how I would do that.
So Marketo is really rich and enriches itself
the more you use it
and the more you integrate with anything.
Here we have the trigger
for the native Marketo chatbot,
which is different from the Xeno chatbox.
I've got triggers from the sales app
that Marketo proposes to the sales population.
I've got a plug-in outside of Marketo
dedicated to sales
that helps them create their own emails
based on marketing templates
or their own nurturing programs.
That's something that's connected to Marketo.
We've got integration with, for instance,
LinkedIn Lead Gen Forms or Facebook Lead Ads.
So as soon as anybody in LinkedIn
fills out a lead gen form,
it's pushed to Marketo and I can trigger
something with this trigger here.
That's great.
Here, I could also extend in Marketo
the data model.
We saw in a previous Marketo Tip
that I created this Bateau custom object
so I can trigger an action, a text message
to anyone who has just bought a boat.
Bought a boat, that's hard to say in French.
The Fills Out Form is certainly
the most used trigger in Marketo.
As soon as I enter a form
on this web page and in this querystring,
I have the UTM Source is blah, blah, blah.
This is how we do that.
As soon as the programme status is changed,
people are added or removed from the list.
We can do a mountain of things
thanks to those triggers.
Virtually, there's nothing I cannot do in Marketo;
I've never found myself stuck in a situation
where I say,
Oh, this trigger is missing, I cannot do that.
It's incredible, the number of triggers we have.
And this is one of the challenges in Marketo,
it is to master all the triggers
to do exactly what you want.
We will explain those
in a later Marketo Tip, don't worry.
This was just a brief presentation
of one of the main functionalities of Marketo.
Talk to you soon for a next Marketo Tip.