This functionality requires v2.6.2 of KnowledgeTree or above. You can get the latest version on the Salesforce AppExchange.


Enrolling a Lead or Contact in to a Marketo campaign is quick and easy. Let's briefly look at how Marketo campaigns will be presented to you when using KnowledgeTree for Salesforce.


Below is a list of recommended assets for a Lead.


Assets with the lightbulb icon next to them are Marketo campaigns.  You can enroll a Lead or Contact into a campaign by clicking the Enroll button to the right of the asset.


Let's walk through the above example. Begin by clicking the Enroll button.




You'll be presented with a form where you can choose whom to enroll in the Marketo campaign. Choose the person you wish to enroll and click the "Enroll in Marketo" button.



If the person gets successfully enrolled, you'll see the following message.



Once that prospect is enrolled in to the Marketo campaign, Marketo takes it from there.