Create a Marketo Smart Campaign that sends Interesting Moments to Salesforce

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Using a Marketo Smart Campaign, you can automatically notify your Sales team whenever a lead views a specific piece of content. Here's how.


 

Step 1: Get the Item ID

First you have to find the Item ID of the premium piece of content you want to let the Sales Team know your Lead/Person has viewed.

  1. Edit the Item in the Manage Stream page.

  2. Find the longest number in the Browser URL ​(<HubId>/<ItemId>/StreamId>). This is your Item Id you'll need to target in your Marketo Campaign Smartlist.

Step 2: Set Up the Marketo Smart Campaign

  1. Next, you have to set up the Campaign Smartlist to look for Data Value Changes on uf_conversion_item_id. The uf_conversion_item_id will update with the Item Id of an asset when a Lead/Person submitted a Form CTA on  or when a fully profiled Lead/Person views an Asset where the usual Form CTA hides.

  2. Create the Interesting Moment that lets your Sales Team know the Lead/Person has viewed this premium piece of content. This will show up in the Leads/Person's Marketo Activity log and within the Marketo Sales Insight module within Salesforce!

 

Step 3: Repeat for Other Premium Content

Create a Marketo Smart Campaign for each of your premium content pieces with a Data Value change looking for those Item Ids, and your Sales Team can easily keep up to speed on what content their prospects are consuming!

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