Folloze Marketo Connector 1.5 best practices

Overview:

Folloze Marketo connector provides the ability to report to Marketo a range of activities

and statuses performed by prospects. For more information, refer to the Folloze Marketo

Connector set up guide.

This document provides some best practices on how to leverage the data from Folloze to

initiate and trigger Marketo programs, smart lists, interesting moments and more.

Interesting Moments

Goal: to create interesting moments based on Folloze activities. In this example, we will

show how to push the Folloze Item view as an interesting moment.

1) Create an interesting moment and the smart list to be triggered for every custom

activity in Folloze where ‘activityName=item_view’

2) Define the interesting moment Flow to write <Folloze Asset View:

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“{{trigger.follozeAssetName}}”>. The ​trigger.folloze AssetName​ token provides the

name of the item (for example: Whitepaper on cyber security threat in healthcare).

Save this name interesting moment

3) When a new item_view activity takes place, an interesting moment will be generated

and presented in Salesforce

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Other tokens of the Folloze custom activities :

** Please note that this functionality (token for customer events is not fully documented by

marketo

© 2021 Folloze Inc. All rights reserved

Field Name  Explanation  Token  Example

activityName  (primary)

type of action  performed by lead

{{trigger.Activity name}}  board_view

activityTrackingLink  link to the pulse  table in Folloze  with the entire set  of activities of the  lead

{{trigger.activityTrackingLink}}  https://app.folloze.com/app/ prism/100002/pulse/179223 2

follozeActivityType  type of action  performed by lead

{{trigger.follozeActivityType}}  board_view

follozeActivityData  data related to  activity performed

{{trigger.follozeActivityData}}  Item_view will present Item  ID

follozeBoardId  ID of the board  that the lead  interacted with

{{trigger.follozeBoardId}}  748854

follozeSellerName  the email of the  sender that invited  the lead, if exists

{{trigger.follozeSellerName}}  laurie@equitier.com

follozeAssetName  the associated  name of the asset  used

{{trigger.follozeAssetName}}  Item_View -> Item Name,  Board_view-> board name,  Click_action-> Button label,  gated_form -> Item name