Create and edit campaigns

If you want to run smart campaigns in Marketo from OneInsight, you can add these campaigns to OneInsight in the admin interface in the “Campaigns” section.​​To add a campaign, you can click on the "Add campaign" button and specify the following values:

  • ID: The unique Marketo ID of the smart campaign that OneInsight should run. The ID of the smart campaign can be found in the URL bar of your browser after you have selected the smart campaign in Marketo.Name: The name of the campaign as it will be shown in OneInsight.
  • Description: A description of the campaign that is shown after sales reps select the campaign in OneInsight so that they verify they’ve selected the right campaign.
  • Visibility (not available in all OneInsight instances): You can restrict access to the campaign by any filters that are set up in OneInsight. For example, a campaign might be restricted so that it is only an option for people in a specific country. Multiple values should be separated with commas.
  • Tokens: You can specify one or multiple tokens that will be set when running the campaign. This allows sales staff to personalize messages when sending out an email. Please note that these tokens also need to be set up in Marketo.

    ID: The name of the token that was set in Marketo. This ID should include the curly brackets and the “my.” prefix: {{my.NAME}}

    Name: The name of the token as it will be shown in OneInsight.

    Default Value: An optional default value that can include one of the following OneInsight tokens. These tokens work similarly to Marketo tokens. They allow you dynamically output information about the currently logged-in user who runs the campaign:

    {{user.First Name}}
    {{user.Last Name}}
    {{user.Full Name}}
    {{user.Email Address}}
    {{user.Job Title}}

    For all these tokens, you can also set a default value in case the information is not available to OneInsight (can be either set in the user profile or in the identity provider when using Single Sign-On). To do so, add the following after the token but before the ending curly braces: :default=DEFAULT_VALUE, e.g.

    {{user.Full Name:default=OneInsight}}

    Type: OneInsight currently supports text and rich-text types. In addition, you can also show a drop-down element (select) or just transfer information to Marketo as a token value without showing any field to your sales reps (hidden).

For OneInsight to run a smart campaign, the trigger “Campaign was requested by Web Service API” needs to exist in the smart campaign and the campaign be activated.

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