Add to Marketing Campaign

Add Individuals to a Campaign

NOTE

In order to add a person to a Marketo Campaign from Sales Connect, Sales Connect must have the person’s Marketo lead ID. Learn how to capture Marketo IDs here.

  1. Click the People Tab.

  2. Find the contact(s) you want to add.

  3. Click the checkbox to select your contact(s).

  4. Click Add Selected to Campaign.

  5. Since you’re adding to a Marketing campaign, skip selecting a “from” address. You can however choose to add more contacts. If you choose to, click Individuals and type them in. Click Next when done.

  6. Click Marketing Campaign.

  7. Click the Workspaces drop-down and choose the workspace that contains the campaign you want the group added to.

    NOTE

    If you don’t see the workspace you want, make sure your Admin provisions it through your Marketo Team Access page.

  8. Select the desired campaign and click Next.

  9. You’re shown the contacts that qualify. Click Start to get them added.

Add a Group to a Campaign

  1. Click the People Tab.

  2. Under My Groups, select the group you wish to add to a campaign.

  3. Click Add Group to Campaign.

  4. Since you’re adding to a Marketing campaign, skip selecting a “from” address. You can however choose to add more contacts. If you choose to, click Individuals and type them in. Click Next when done.

  5. Select Marketing Campaign.

    NOTE

    In order to add a person to a Marketo Campaign from Sales Connect, Sales Connect must have the person’s Marketo lead ID. Learn how to capture Marketo IDs here.

  6. Click the Workspaces drop-down and choose the workspace that contains the campaign you want the group added to.

    NOTE

    If you don’t see the workspace you want, make sure your Admin provisions it through your Marketo Team Access page.

  7. Select the desired campaign and click Next.

  8. You’re shown the contacts that qualify. Click Start to get them added.

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