Book meetings directly from Marketo email campaigns

Marketo is a powerful tool for nurturing leads and driving sales pipeline. But what if you could take it a step further and turn those engaged leads into meetings with your sales team, instantly? This blog post dives into how to leverage Marketo campaigns with smart booking links to streamline the scheduling process and boost your conversion rates. Check this blog to know how you can automate booking meetings directly from Marketo form.

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What is the use of Campaign Router?

Campaign router is used in Leadmonk to generate smart booking link which can be used in your nurture campaigns, newsletters, and product announcements. This will empower prospects to schedule meetings instantly with the right rep without the back and forth, eliminating the need for multiple links.

• Seamlessly embed smart booking links in nurture campaigns, newsletters, and product announcements.
• Empower prospects to schedule meetings instantly with the perfect rep, eliminating the need for multiple links.
• Say goodbye to managing separate links for each campaign or rep.
• Intelligent rules ensure every prospect gets routed to the best suited salesperson, maximizing conversion potential.
• Track ROI like never before. Meetings booked through smart links automatically populate your CRM, providing a clear link between marketing efforts and open opportunities.
  

Here's how it works

• Embed a single smart booking link in your marketing materials.
• Intelligent algorithms route prospects to the ideal rep based on pre-defined rules.
• Meetings are automatically created and updated in your CRM, providing valuable campaign insights.

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Benefits

• Faster Conversions: Convert website visitors and email leads into qualified appointments instantly.
• Improved Lead Nurturing: Deliver personalized engagement experiences thanks to smart routing.
• Enhanced Sales Efficiency: Route prospects to the best-suited reps, optimizing sales team productivity.
• Data-Driven Decisions: Gain clear insights into campaign effectiveness with accurate ROI tracking.

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1. Simplify Scheduling with Smart Booking Links

• Nurture the Journey, Capture the Commitment: Don't let valuable leads slip away! Integrate smart booking links seamlessly into your Marketo campaigns, whether it's a nurture sequence, a customer newsletter, or a product announcement. This empowers your target audience to schedule a meeting directly with the right sales rep at their convenience.
• One Link Does It All: Ditch the link clutter! Utilize intelligent routing rules to ensure each prospect connects with the most relevant sales rep. This eliminates the need for separate links for every campaign or sales team member, saving you time and effort.

Including a smart booking link in your marketing campaigns can receive a substantial boost if you add this parameter at the end of your Leadmonk campaign router link:

?id={{lead.Email Address}}

E.g.: https://demo.ldmk.io/cp/ZMAOITxZXc4EnSFNhtXi?email={{lead.Email Address}}&

Here's an example of how to integrate a booking link with a personalized email:

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Hi [Lead Name],

Thanks for your interest in [Your Product/Service]! We're excited to share more about how we can help you achieve [Target Benefit].

Let us know what time works best for you for a demo. Here are our availabilities – feel free to book a time directly in one click:

[Smart Booking Link]

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Where "[Smart Booking Link]" dynamically routes the lead to the appropriate sales representative.

When a user clicks on the smart booking link in your marketing campaign email, Leadmonk immediately retrieves the lead's data from your CRM. Based on the routing rules set up in your campaign router, the lead is then directed to the appropriate sales rep and the sales rep's booking page is then displayed to the lead.

This campaign URL works seamlessly with Mailchimp, HubSpot, Marketo, Pardot, and other popular email marketing platforms.

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2. Increase Completion Rates with Automated Engagement

Boost customer engagement at every touchpoint with automated features offered by services like Leadmonk (or similar solutions).

This can include:

• Personalized Emails and Text Notifications: Keep the conversation flowing with automated reminders and follow-ups tailored to each lead.
• Relevant Collateral Sharing: Provide valuable resources that address the lead's specific needs and interests.
• Automated Thank-You Emails: Express gratitude for their time and continued engagement.

By staying connected throughout the sales cycle, you nurture stronger relationships and increase the likelihood of successful meetings.

3. Track Your Results and Optimize the Process

Don't just take our word for it - measure the impact of your efforts! Integrating with a CRM like Salesforce allows you to:

• Automate Data Entry: Free up your sales team's valuable time by automatically adding contacts, meetings, and other relevant data to your CRM with each booked appointment.
• Streamlined Workflow: Automate tasks across different platforms within your sales workflow, minimizing administrative burdens.
• Data-Driven Decisions: Leverage comprehensive data within Salesforce to measure campaign performance and optimize your booking strategy for maximum impact.

4. Advanced Routing for Precise Lead Distribution

Take control of who gets assigned which meeting with Leadmonk's advanced routing options. Leadmonk leverages existing lead/contact details in your CRM for routing and scheduling.

Here are some powerful examples:

• Existing Owner Assignment: If a prospect already has a dedicated sales rep, automatically assign the meeting to them.
• Round-Robin Distribution: Distribute meeting requests evenly among your sales team based on customizable criteria like company size, industry, or team location.
• Geographic Targeting: Match leads with reps located in the same region for a more personalized touchpoint.
• Combine It All: For a truly sophisticated approach, create custom routing rules that combine these criteria.
  

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How campaign routing works in Leadmonk

Here is a video on how you can setup a campaign router to automate booking meetings from marketing emails:

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How to create a campaign router

Step-by-Step Guide:

1. Access the Campaign Router Page:

• Go to Router => Campaign Router in your Leadmonk dashboard.
• Click the + Create new button.
• Enter a name for your campaign router and click Create.

3. Add Meeting Queues:

• Click the + icon to add meeting queues.
• Select existing queues or create new ones by clicking "Creating queue".
• Recommended: Add an ownership queue to route leads to the contact/company owner (HubSpot) or lead/account/contact owner (Salesforce).
• Add a fallback queue for leads that don't exist in your CRM.

Select a meeting queue from the popup dialogue. You can also create one by clicking on "Creating queue" button.

4. Define Routing Criteria (Optional):

• Add meeting queues based on CRM properties to further refine routing.

5. Generate the Smart Booking Link:

• Click the "Link" button in the toolbar.
• In the popup, click "Edit mapping".
• Specify the placeholder value for the email address parameter based on your marketing platform (e.g., HubSpot, Marketo, Pardot).
• Add other URL parameters as needed (e.g., first name, last name).
• Click "Generate link with new mapping" and "Copy link" to copy the smart booking link.

6. Use the Smart Booking Link:

• Add the generated link to your marketing campaign emails.

When a user clicks on the smart booking link in your marketing campaign email, Leadmonk immediately retrieves the lead's data from your CRM. Based on the routing rules set up in your campaign router, the lead is then directed to the appropriate sales representative. The sales rep's booking page is then displayed to the lead.

This campaign URL works seamlessly with Mailchimp, HubSpot, Marketo, Pardot, and other popular email marketing platforms.

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Benefits of Using a Campaign Router:

• Automation: Streamline lead distribution and reduce manual effort.
• Efficiency: Ensure leads are assigned to the most appropriate sales representatives.
• Improved Customer Experience: Provide a faster and more personalized response to leads.

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Streamline Your Business

• Discover how Leadmonk streamlines your sales outreach and unlocks cost savings for your inside sales teams.
• For a streamlined sales process, explore both round robin scheduling and multi-host meetings.
• Seamlessly automate booking demo or sales meetings directly from your Marketo, Web form or HubSpot forms using Leadmonk.
• Close More Deals: Close more SaaS deals with automated demo and sales meeting scheduling, and discover tips and tools to increase SDR and BDR productivity.
• Qualify Leads Like a Pro: Refine your lead qualification process with resources on faster B2B qualification, self-qualification forms, and proven lead generation and conversion strategies.