Marketo Connector: Tracking Attachment Activity

BrightTALK attachment activity can be tracked in Marketo through two different methods:

 

Setting up Programs for each attachment

Setting up Interesting Moments to track attachment activity

 

 

 

Setting up Programs for each attachment

To set up a Program for each attachment, we recommend using the "Attachment title" field:

Attachment Title String

 

The name of the attachment that the lead clicked on

 

 

You can have the leads routed to a Program using a basic Smart Campaign:

Screen_Shot_2020-06-10_at_3.19.04_PM.png 

Screen_Shot_2020-06-10_at_3.19.15_PM.png 

Notes:

  • In this example we are using the prebuilt "Blog" Program template, however this is not a requirement.   You can use any template and channel you want for this Program.

  • As you can see, we are using a trigger to add leads to the Program moving forward.  If you need to update this program retroactively, simply change that trigger to a filter using the same field.

 

 

 

Setting up Interesting moments to track attachment activity

To set up interesting moments for each attachment activity, we recommend using the "Attachment Title" field.  That said, there are other fields related to attachments you find useful.  A list of those can be found here.

 Attachment Title

  String

 

The name of the attachment that the lead clicked on

 

 

In this example, you'll want to setup just one single Smart Campaign to generate these Interesting Moments.  You do not need to set this up for each webinar or attachment:

Screen_Shot_2020-06-10_at_3.53.57_PM.png

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Make sure to also set the "Qualification Rules" to "Every Time", otherwise it will not create a new Interesting Moment when a lead engages with additional attachments.

Screen_Shot_2020-06-10_at_3.53.30_PM.png

 

 

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