Marketo Introduction · • They reference fields in Salesforce where specific information resides...

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Marketo Introduction

July 11, 2018Revised: April 4, 2019


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What is Marketo?

Marketo is a marketing automation program that is integrated into salesforce.com.

Sales Insight

As a salesperson, you will use Marketo to:

• Help you understand your customer’s sprint.com activity. • Send and track 1-to-1 emails to your contacts.

For a complete overview of the Marketo program, please take the training below:

https://lms.sprint.com/main/static/student/launch.htm?id=12541002

Reminder: You must check “Synch with Marketo” on your account record for any Marketo functionality to work for your related contact records

https://lms.sprint.com/main/static/student/launch.htm?id=12541002


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Marketo Sales Insight


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Sending an Individual Marketo Email

1. Select the Lead you wish to email in SFDC

2. Check the Gryphon Email Certification status ad complete the Gryphon Certification if required- if you

skip this step your emails will NOT send.i. Scroll down to Marketo Sales Insight, approximately mid-way down the page

ii. From Actions, select Add to Marketo Campaign and then click Go!

iii. Select the 1:1 Email Certification choice and Click Add to Marketo Campaign


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Approved Denied

Do Not Email compliance check

3. You will receive an email letting you know whether or not the contact is approved to email. Ifapproved, click the link in the certification email, which takes you back to the Lead.


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Email Template Catalog (NEW!)

NEW! Preview the email template you want to send using the Marketo Email Template Library

You can access the catalog from the shortcuts section of your home page in Salesforce

https://businesssolutions.sprint.com/email-library.html


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4. Scroll down to Marketo Sales Insight, at the bottom of the contact or lead record page

5. From Actions, select Send Marketo Email and then click Go!

TIP: If the Actions drop down is

missing, your lead record isn’t syncing

with marketo


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6. Select the email you want to send

from the Template drop-down• Browse by topic (folders). Click on an

email to read a description of the email and to view it

• To modify your contact information, select the incorrect contact info, including the beginning and ending double brackets, and then type in the correct contact info

• To see how your contact information will display in the email, click Send Test and a test version of the email will be sent to your email address on record.


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Preview Templates

A word about TOKENS…• Tokens are indicated by double brackets “{{___}}• They reference fields in Salesforce where specific

information resides• They enable us to share and use templates across our

entire Salesforce Database• You can usually select tokens and delete them, just don’t

forget to replace them with your information if they aren’t pulling it through correctly


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Send Test Sample Email – What to review in your TEST

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Check that the email is sent from YOUR email address

Check that the signature includes YOUR contact information:

If you used an “open” template, proof-read and make note of any errors you want to correct. The template remains open in salesforce unless you close it, so you can make updates before sending your final version.

If the tokens aren’t pulling your information into the signature

lines, check your Salesforce user profile information and ensure that your name, email address

and phone numbers are reflected correctly- these are

‘self edit” fields.


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7. Once you have selected the email you would like to send to your prospect or contact and customized with your contact information, Click Send with Marketo.


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8. The email is being sent from you and the reply address will be from you!

9. Check results—You can check the results of your email sent by going back to the Marketo Sales Insight section of the record and seeing if your email was opened:

TIP: After you send your email, select the “add to watch

list” and click the go button


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TIP: My Watch List

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Click the “watched” link on any contact to view your entire list of watched contacts or open your

Marketo Tab

TIP: You can remove a lead

from your watched list by

clicking the glasses icon on

the far right


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Click the “My Email” tab to view your entire list of contacts you’ve sent emails and track whether or not they’ve been opening them or clicking on embedded links:

TIP: My Watch List

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Marketo Introduction · • They reference fields in Salesforce where specific information resides...

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