Integrate Marketo with TrenDemon’s Call to Actions
TrenDemon’s Marketo integration includes 2 main features:
- Present forms (If it’s a Marketo form or a TrenDemon form) as a CTA and send the leads to Marketo
- Present CTA’s to existing leads by the lead status
To present a form in the CTA, you have two options
Option II :
* Before you use this option, make sure you completed the Marketo Integration.
Use TrenDemon forms and send leads to Marketo including the History and Cookie – To use our TrenDemon form choose ‘form’ type from the drop-down menu and choose in the form type: “Single field” or “Multiple field”. Single field is only for Email address, multiple field can be any text field/s you want to use.
In case you choose the “Multiple field” option, add the fields you want to capture.
Label = The field name that will be displayed
Validation text = The text that will be displayed in case the form is submitted without this field (All fields are mandatory)
Field Type = Indicate if this is an email field or text for validation
Name = In this text box add the exact name of the field as it is defined on your Marketo account. See example in the image below. Please note that in both options (using Marketo form or using TrenDemon’s form) add the custom fields.
In case you chose to use TrenDemon’s form, you can choose to which list you want to send the leads that will fill out this form. Leads can be sent to any static list.
Fields and Lists from Marketo
As part of our integration with Marketo, we can query Marketo on leads from your lists and/or fields and present the CTA just to this group of leads. In the “Fields and lists from Marketo” you can define who will see (or not see ) the CTA. As the example below shows, you can choose to present a CTA only to leads by the “Lead source” field = Google. You can choose from the dropdown menu any field you use on Marketo, the same goes for lists. Add the list ID and the CTA will only be presented to that list.
Preview the CTA
At anytime, you can hit the ‘preview’ button to see how the CTA will look like. In case you are using a Marketo form, you won’t be able to preview the Marketo fields