Creating a Smart Campaign that sends an Interesting Moment to Salesforce

April 13, 2018 Uberflip Customer Success

Part 1: 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

1a. Edit the Item in the Manage Stream page

 

1b. 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

 

Part 2: Setting up the Marketo Smart Campaign

2a. 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.

 

2b. 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!

 

Do this for each of your gated assets!
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!

 

No Previous Articles

Next Article
Setting Up Your Marketo Integration
Setting Up Your Marketo Integration

One of the biggest challenges for marketers – whether they’re beginners or seasoned pros – is utilizing the...

Have questions about your Marketo integration?

Ask For Help