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The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales.   To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:     You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views.    You can add 200 leads at once this way:     After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team.    Pick the campaign for this person in the Campaign Name pulldown, then click Finish: Related Article: Quick Start: Marketo Sales Insight for Salesforce Is this article helpful ? YesNo
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When Marketing Suspended is checked in a lead's record, it will prevent any email from being sent by Marketo including the emails sent from Marketo Sales Insight.   Outlook emails however, are not sent via Marketo. They are sent by the mailserver to which the client is connected; ie Goolge mail servers or Microsoft Exchange Servers, and are not under Marketo's control.    The Marketing Suspended check box is located on the Lead Info tab.   Is this article helpful ? YesNo
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The Marketo Sales Insight for Sales Training Package is designed to enable the Sales team to use Marketo Sales Insight quickly. During the live in-person or live-virtual training sessions, a Marketo expert will teach your Sales team the core features of Marketo Sales Insight as deployed in your organization. By sharing best practices and tips from a Marketo Sales Rep’s perspective, the Marketo expert will evangelize how MSI will help your Sales team to close more business faster.  The package includes access to a Marketo expert during post-training, private Instructor Office Hour session. Learning Objectives: Learn to use Marketo Sales Insight to prioritize, focus on, and interact with the hottest leads and opportunities. In this custom training session, learn to use your Marketo Sales Insight deployment to do the following:     Focus on your Best Bets and Watch List     Monitor Interesting Moments that really matter to sales people     Sell smarter using Marketo emails and Smart Campaign   What you get:      Live in-person or live-virtual training session led by a Marketo expert.     Private Instructor Office Hour review session led by Marketo experts after the training.     Customized training Content topics tailored to your MSI deployment. Scheduling – dates and times are set by you. Location – Training can be done at your specified location. Budget – Costs are eliminated for travel expenses and additional time away from the office. This is a fee-based on-site training package.  Is this article helpful ? YesNo For more information: If you are interested in this training package, please contact education@marketo.com.
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If you tried to Verify the Setup and Configuration of Marketo Sales Insight via the Sales Insight tab in the Admin section of Marketo Lead Management, and the MSI Status wasConfiguration Problem, a configuration error in your Marketo Sales Insight setup was detected, meaning that one or more of the required fields/objects for synchronization were not properly configured in Salesforce. Click the Configuration Problem link to launch the Salesforce Configuration Problem dialog box, which displays the detected errors. Sample Error Dialog Box: The system verifies the configuration of the following eight check points in Salesforce: Lead Score Field (Lead) Lead Score Field (Contact) Relative Score Field (Lead) Relative Score Field (Contact) Relative Urgency Field (Lead) Relative Urgency Field (Contact) Priority Score Field (Lead) Priority Score Field (Contact) The error message displays the fields/objects that are causing errors during sync between Marketo and Salesforce. The goal of this article is to repair these configuration problems and ensure that the proper permissions are set to read and write to these fields/objects during sync. Refer to one of the sections below to repair these errors in Salesforce Professional Edition or in Salesforce Enterprise or Unlimited Edition. How to Repair Configuration Problems in Salesforce Professional Edition To repair configuration problems in Salesforce Professional Edition: Log in to the Salesforce as an Admin. Within Salesforce, add the fields noted in the error message to the required Lead and/or Contact layouts to repair the error. Open the Fields section at the top of the Layout page, then drag in the fields/ Once the fields are in place, click Save at the top of the layout page. Note The MSI Status on the Sales Insight tab will update to verify the config is valid after the next bi-directional sync. Marketo recommends that you check the Sales Insight tab to confirm the repair and that the MSI Status changed to Configured. How to Repair Configuration Problems in Salesforce Enterprise or Unlimited Edition To repair configuration problems in Salesforce Enterprise or Unlimited Edition: Ensure that the Salesforce user account that is used for Marketo sync has the proper permissions to read and write to the fields noted in the error message. Note The MSI Status on the Sales Insight tab will update to verify the config is valid after the next bi-directional sync. Marketo recommends that you check the Sales Insight tab to confirm the repair and that the MSI Status changed to Configured.
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