Integrate Marketo With TrenDemon’s Calls To Action
TrenDemon’s Marketo integration includes 2 main features:
- Presentation of a form (both Marketo and TrenDemon forms) as a CTA with resulting leads sent to Marketo.
- Presentation of CTAs to existing leads according to lead status.
Present A Form As A CTA
Option I: Use Marketo Form As A CTA
Option 2: Connect TrenDemon Forms To Marketo
* Before you use this option, make sure you complete Marketo Integration.
You can use TrenDemon forms to send leads to Marketo including History and Cookies. To use the TrenDemon form, choose ‘Form’ type from the drop-down menu. In “Form Type”, pick “Single field” or “Multiple fields”. A single field is only for an email address, while multiple fields can be any text field/s.
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 = Add the exact name of the field as it is defined in your Marketo account. Please note that you should select the custom fields for both Marketo forms and TrenDemon forms:
If you choose a TrenDemon form, pick the list to which you want to send the leads who fill out the form. Leads can be sent to any static list:
Present According To Lead Status
As part of our integration with Marketo, we can query Marketo about leads from your lists and/or fields, and present a CTA just to a selected group of leads by defining who will see (or not see) the CTA in “Fields and lists from Marketo”. Just choose any Marketo field/list from the drop-down menu, then add the list ID. As the example below shows, you can choose to present a CTA only to Google leads by setting the “Lead source” field to “Google”.
Preview The CTA
At any time, you can hit the ‘preview’ button to see how the CTA will look. However, in case you are using a Marketo form, you won’t be able to preview the Marketo fields.