Show lifecycle stages in OneInsightLast Updated: October 09, 2019
OneInsight has the functionality to show a simplified view of your company’s overarching lead lifecycle and show all people in specific stages of this lead lifecycle. In addition, you can also give OneInsight users the possibility to perform actions for any stage, e.g. qualifying or disqualifying a marketing qualified person. Based on these actions, you can then trigger additional workflows in Marketo using smart campaigns.
In order for OneInsight to know the current lifecycle status of a person, you need to have this information available in Marketo. To transfer this information to Marketo, you need to either create two fields in Marketo or use already existing ones: One field of type “String” and another field of type “Datetime”. You can give these fields any name that you want.
In OneInsight, the “Datetime” field is used to show the date when a person’s stage was last set. It’s also used to order people in the stages accordingly.
After the fields are synced from Marketo to OneInsight (which might take up to 60 minutes), you need to set the relevant Marketo fields as “Lead Status” and “Lead Status Datetime” field.
With the fields now being set up, you can go ahead and add lifecycle statuses by clicking on the “Add Status” button. This will open open a dialog asking you for additional information.
If the name that you specify here matches the value of the previously defined “Lead Status”, OneInsight will assign this person to this lifecycle stage.
You can choose to create a set of actions for every status. For every action, you can set the name which will be shown to OneInsight users, the new status that will be set after triggering the action, and a list of reasons for that action.
You can listen for these changes in Marketo via smart campaigns and perform additional workflows directly in Marketo.