Overview

The Folloze-Marketo connector provides the ability to report to Marketo a range of prospect statuses and activities. For more information, refer to this article. This document provides some best practices on how to leverage the data from Folloze to initiate and trigger Marketo programs, smart lists, interesting moments and more.

Triggered Campaigns

There are a variety of data points to use for triggered campaigns. Here are a few options:

• New lead created via Folloze
• New lead added to program as member
• Member status change
• Custom Activity: landed on the board, performed CTA, filled gated form
• Custom Activity: viewed certain asset

Here is an example of a triggered campaign based on a lead viewing 4 items that are webcasts:

Data sync or Interesting Moments

In order to create a data sync to CRM or generate data-rich Interesting Moments, Marketo needs to be configured to process fields of the Folloze custom activity. In this example, we will show how to push the Folloze Item view as an interesting moment.

1. Create an interesting moment and the smart list to be triggered for every custom activity in Folloze where 'activityName=item_view'.
   
   
2. Define the interesting moment flow to write <Folloze viewed asset: “{{trigger.follozeAssetName}}”>. The trigger.follozeAssetName token provides the name of the item (for example: "Whitepaper on cyber security threat in healthcare"). Save this named interesting moment. 
   

When a new item_view activity takes place, an interesting moment will be generated and presented in Salesforce. 

Other tokens of the Folloze custom activities:

Field Name	Explanation	Token	Example
activityName (primary)	Type of action performed by lead	{{trigger.Activity name}}	board_view
activityTrackingLink	Link to the pulse table in Folloze with the entire set of activities of the lead	{{trigger.activityTrackingLink}}	https://app.folloze.com/app/prism/100002/pulse/1792232
follozeActivityType	Type of action performed by lead	{{trigger.follozeActivityType}}	board_view
follozeActivityData	Data related to activity performed	{{trigger.follozeActivityData}}	Item_view will present Item ID
follozeBoardId	ID of the board that the lead interacted with	{{trigger.follozeBoardId}}	748854
follozeSellerName	The email of the sender that invited the lead, if exists	{{trigger.follozeSellerName}}	laurie@equitier.com
follozeAssetName	The associated name of the asset used	{{trigger.follozeAssetName}}	Item_View -> Item Name, Board_view-> board name, Click_action-> Button label, gated_form -> Item name

 

** Please note that this functionality (token for custom events) is not fully documented by Marketo