Create and edit campaigns

Running a campaign in OneInsight always triggers a smart campaign workflow in Marketo giving you all of the possibilities that Marketo offers. This is especially useful, as individual leads can be directly added to a campaign by users that are granted access to this functionality. Typically, sales reps benefit from this simple feature. Through all the demographic and behavioral information summarized in OneInsight, it is made easy for them to contact leads through personalized messages. 

Preparations in Marketo

You can either use an existing smart campaign or create a new smart campaign in Marketo. For OneInsight to run this smart campaign, the trigger “Campaign is requested (by Web Service API)” needs to exist in the smart campaign and the campaign needs to be activated. If you want you can also use additional triggers or filters in your smart campaign.

The flow of the smart campaign is up to you and can include any of the flow steps that Marketo offers ranging from sending out emails to communicating with third-party services via webhooks. If you pass information from OneInsight to Marketo (see below) via program tokens, you can use these tokens in Marketo smart campaign flow steps, emails, landing pages, snippets, and web campaigns.

Create a campaign in OneInsight

If you want to run smart campaigns in Marketo from OneInsight, you can add these campaigns to OneInsight in the admin interface -> "Campaigns". Once added, OneInsight users with the necessary permissions can run these campaigns for one or multiple people.

To add a new campaign, click on the "Add campaign" button and specify the following values:

  • ID: The unique Marketo ID of the smart campaign that OneInsight should run. The ID of the smart campaign can be found in the URL bar of your browser after you have selected the smart campaign in Marketo.
  • Name: The name of the campaign as it will be shown in OneInsight.
  • Description: A description of the campaign that is shown after sales reps select the campaign in OneInsight.
  • Visibility (not available in all OneInsight instances): You can restrict access to the campaign by any filters that are set up in OneInsight. E.g. a campaign might be restricted so that it is only shown for people from a specific country. Multiple values can be separated with commas.
  • Role Visibility: Only roles that you select will be able to see and run the campaign in OneInsight. Any other roles won't be able to see this campaign.
  • Tokens: You can specify one or multiple tokens that will be set when running the campaign. This allows sales reps to personalize messages when e.g. sending out emails. Please note that these tokens also need to be set up in Marketo.

    ID: The name of the token that was set in Marketo. This ID should include the curly brackets and the “my.” prefix, e.g. {{my.NAME}} where NAME is the name of the token in Marketo.
    Name: The name of the token as it will be shown in OneInsight.
    Default Value: An optional default value that can include one of the following OneInsight tokens. These tokens work similar to Marketo tokens. They allow you to dynamically output information about the currently logged-in user who runs the campaign:

    {{user.First Name}}
    {{user.Last Name}}
    {{user.Full Name}}
    {{user.Email Address}}
    {{user.Phone Number}}

    For all these tokens, you can also set a default value in case the information is not available to OneInsight (can be either set in the user profile or via the identity provider when using Single Sign-On). To do so, add the following after the token but before the ending curly braces: :default=DEFAULT_VALUE, e.g.

    {{user.Full Name:default=OneInsight}}

    Type: OneInsight currently supports text and rich-text types. In addition, you can also show a drop-down element (select) or just transfer information to Marketo as a token value without showing any field to your sales reps (hidden).

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