Documentation Marketo Engage Marketo Guide

Campaign Step Types campaign-step-types

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Marketo Sales Connect

When adding a step to your campaign, you have four options.

Email email

Compose a new email, or use a pre-existing template.

Use a Template

Select one of your pre-existing templates

Save as Template

Save the email you just composed as a new template

Add Content

Upload a file to our server and receive a URL (pointing to the content) that can be tracked in your email

Attach Files

Attach a file from your computer to the email (23MB size limit)

TIP

Learn the details about your sending options.

Call call

Set a reminder to follow-up with a contact via phone. You can also save notes to be used as a talk track during the call.

InMail inmail

Following up on multiple channels is a great way to connect with leads. With InMail tasks, you can set up a reminder to reach out via LinkedIn.

Custom Task custom-task

Utilize custom tasks when the above options are not applicable. For example, you can invite a colleague to follow up with a lead via email.

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