Marketo Targeting, also known as Conversational ABM, allows you to sync a Marketo List to Drift and send your prospects and customers a personalized playbook!
You can now personalize playbooks for:
- target accounts
- high MQL leads
- different products, roles, job titles, behaviors, events, and more!
In this doc, we'll cover
- Syncing your Marketo Lists into Drift as a segment
- Adding these segments to a Playbook audience
Syncing your Marketo Lists into Drift
Firstly, if you haven't already, make sure you've connected your Marketo account to Drift. For full instructions on how to do that, go here!
Once you've connected your account, let's get your Lists into Drift!
Navigate to the "Imports" section within the Contacts view, or click here! You'll see two options on screen, one to upload a CSV of contacts and one to import a Marketo List. Click "Import Marketo List".
On the next screen, you'll see your lists, separated into Static and Smart Lists.
Next, choose which of the lists you'd like to import into Drift. You can select multiple lists at a time by using the check boxes on the left. When you've made your selections, click the Import button at the top right! You'll see a modal pop up to confirm your list selections. Hit "Import" again to confirm!
After confirming your import, you'll see an info message to let you know that importing those lists often takes 15 minutes or more. You can click "Take me there" to be brought to the segments page to see all of your segments in Drift.
Adding Marketo Segments to a Playbook Audience
You can easily add your created Marketo segments to a Playbook audience. Click "All Segments" in the drop down and navigate to "Marketo Segments."
You can then easily add these segments to a bot Playbook audience! Click the target icon.
You'll see a modal with two fields, one for selecting which bot Playbook you'd like to add this segment to, and one for whether you want them to be specifically included or excluded.
Make your selections for Playbook and inclusion/exclusion, then hit "Add to bot audience." You'll see a success message and there's nothing more to it!