After you connect to Marketo, create Qualified segments based on your Marketo static lists, smart lists, and programs. Then trigger and tailor Experiences for those segments.
If you’re interested in creating segments based on Marketo lists and program members, reach out to your Qualified Success Architect.
Sync List & Program Members with Qualified
Confirm that your Marketo integration user has Read-Only Assets permission. Qualified admins can then sync different list and program members. Log in to your Qualified admin account and:
- Click the Settings icon.
- In the left panel and below Marketo, click Programs & Lists.
- Click where you want to sync members from:
- Click the + icon.
- Select the list or program that you want to pull into Qualified.
- Verify that Active is toggled on:
After Active is toggled on, your list will automatically start syncing. This can take up to a few minutes to finish. When complete, a timestamp that states when it was last synced will appear next to the list or program name.
Qualified automatically refreshes your synced Marketo member lists daily at 12:00 am CT. If you update a list or program’s criteria within Marketo, click the Refresh icon in Qualified to immediately re-sync and keep the member list accurate. You can also delete a Marketo list or program from Qualified by clicking the X icon:
Create Segments from Synced Marketo Members
After your Marketo lists are synced, build new Qualified segments. When you build a segment, select Static Lists, Smart Lists, or Programs below Marketo:
Use the drop-down menus to narrow down which list or program is included in your new segment.
You can only create segments from synced lists and programs. If you don’t see one, verify that it’s synced from Settings → Marketo → Programs & Lists.
Customize Routing & Experiences for Marketo Members
With your new segments, you can update or create a new routing rule. You can also build a new Experience or tailor an existing one a few ways:
- Alert your sales team when visitors from the segment land on your website.
- Trigger the Experience when a visitor from your new Marketo segment arrives.
- Customize the Experience based on which persona is included in that specific synced list.
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