Marketing Automation Using Marketo for White Label B2B Client

Project Details

Industry: Lean Six Sigma Consultation`
Tools Used: Marketo
Region: United States

Technology used: WordPress, PHP

The Team

Marketing Strategist/Campaign Manager: 1 (Responsible to liaise with the client, understand their goals, and plan with the Marketing automation expert)

Marketing Automation Expert: 1
(Responsible for all the execution work and take part in all strategy and planning calls actively)

Developer: 1
(Responsible for quick fixes and edits in the website)

Requirement

Here are the requirements of the clients.

  • Marketo form integration with WordPress website
  • Marketo email and landing page template creation
  • Deploy lead scoring setup
  • Simple email campaign template setup
  • Drip campaign setup based on activity
  • Webinar platform integration using GoToWebinar
  • Marketing Strategist/Campaign Manager – 1 (Responsible to liaise with the client, understand their goals, and plan with the Marketing automation expert)
  • Marketing Automation Expert: 1 (Responsible for all the execution work and take part in all strategy and planning calls actively)
  • Developer – 1 (Responsible for quick fixes and edits in the website)

Marketo Instance Execution

Marketo Form Integration with WordPress

We decided to integrate Marketo forms in the client’s WordPress website for contact forms, e-book forms, case study forms, white paper forms, and subscription forms.

We created each form in Marketo and integrated the forms in the client’s WordPress website through the ACF plugin. To track the performance of the forms and maintain the forms in an organized way, we stored all these forms under a separate list in Marketo.

Email triggers were created to send emails to respective admins and users. When the admin gets the form details, the user must get a confirmation email.

Marketo Form Integration with WordPress
Marketo Form Integration with WordPress - marketing automation
Marketo Form Integration with WordPress - marketing automation form sample

Marketo Email and Landing Page Template Creation

We customized the email and landing page templates in Marketo. These templates comprise of preloaded Marketo classes which allow you to drag and drop any element in these templates.

Marketo Email and Landing Page Template Creation

Deploy Lead Scoring Setup

We scored the leads based on their behavior and interaction with the email, web pages, white papers, case studies, etc.

We set up the scores based on the following value counts.

  • Email click – 10
  • Contact form submit – 50
  • Case study download – 25
  • White paper download – 15
Marketo Deploy Lead Scoring Setup - marketing automation
marketo Deploy Lead Scoring Setup - marketing automation case study

Simple Email Campaign Template Setup & Customization

We planned to create and customize simple campaign templates so it would be easy for clients to use the same template for different time zones.

Marketo Simple Email Campaign Template Setup & Customization

Drip Campaign Setup Based on Demographics

We set up Drip campaigns or Nurture campaigns based on demographics like behavior patterns of our clients’ target audience.

This campaign had multiple streams where one contact is switched between different streams based on the behavior levels.

This helped to maintain the relevancy of the content that we delivered.

Marketo Drip Campaign Setup Based on Demographics
Marketo Drip Campaign Setup Based on Demographics - marketing automation
marketo Drip Campaign Setup Based on Demographics - marketing automation case study

Webinar Platform Integration – GoToWebinar

Further, we integrated the popular webinar platform GoToWebinar into Marketo. The main integration was to populate webinar registrants from Marketo to GoToWebinar and send follow up emails to the registrants and non-registrants from Marketo.

As there is no prebuilt integration option in GoToWebinar, we used Webhooks in Marketo to integrate GoToWebinar API data into Marketo.

Marketo Webinar Platform Integration - GoToWebinar
Marketo Webinar Platform Integration - GoToWebinar - marketing automation

Result

  • Easy contact list maintenance and lead details collection
  • Quality of lead increased by 150% due to lead scoring
  • Easy deployment of single email campaigns
  • Increased conversion upto 200% via nurture campaigns
  • Webinar follow-ups and data population via automation

As one of the top providers of  marketing automation solutions, ColorWhistle can create, strategize, automate  and execute your marketing campaigns . From integrating a third party tools to website development, we can create effective solutions that will cater to your business challenges and goals. 

If you need any help with website designing, website development  to digital marketing for any business get in touch or call us at +1 (210) 787-3600. We are happy to partner with you.

Archana
About the Author - Archana

I'm Archana and I love all things social media. I enjoy curating content and designing engaging visuals that help people connect with the content they love. I also have a passion for accounting and human resources, which I also pursue currently. I love using Statista to help me understand the latest trends in the world of social media. I also enjoy reading books, spending time with my pets, and I'm also a bit of a crafter - I enjoy making things with my own two hands!

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