10 Steps to Building an InsideView List and Using Marketo

[#1]

Learn how to build a list in InsideView and export it into Marketo to create a Smart Campaign in these 10 easy steps: (attached as a PDF below)

1. Build a Geographic Territory

• To begin building a list, start with building a Geographic Territory
• Select the various states, zip codes, and area codes to narrow down your targeted audience

2. Select the Criteria of Your Targeted Audience

• On the InsideView homepage, click on Build a List
• Select People List
• Narrow down the criteria you want for your list

3. Only show people with EMAIL ADDRESSES

• Under the People criteria, select - only show people with: Email
• You can also select Email and Phone
• If you are creating an event on LinkedIn, it is best to only show people with the social network: LinkedIn

Hint: If you are inviting leads to an event, create a LinkedIn Event to connect with your

attendees. Create a list of leads on LinkedIn then include your LinkedIn Event link in your email.

4. Continue to Modify Criteria than SEARCH

• InsideView allows marketers to modify Contact Lists to extremely granular levels
• Continue to select the criteria of your targeted audience such as Company SIze, Industry, Revenue, etc.
• Click Search

5. Check Search Results and Export

• Check your Search Results
• Click the Export icon that looks like a paper with an arrow pointing right
• Then click Export to export your list to a CSV Excel file

6. Save your .csv File

• In order for your list to be imported into Marketo, it must be a .csv file
• Give your list an appropriate name than Save

7. Import Your List

• In Marketo, click on Lead Database
• Click on New where you will get a dropdown menu
• Click on Import List

8. Select Your List and Match up Marketo Fields

• Select Browse and click on your Saved Excel .csv file
• Click Next to move onto Import Preview
• Match up the Criteria with Marketo Fields • ie. If in the Excel Sheet you have “Title” but the Marketo field is “Job Title”

9. Build Your Maketo Smart Campaign

• Go to Marketing Activities to begin building your smart campaign
• Create a Smart Campaign
• Under Smart List drag and drop Member of List
• Find your imported list

10. Select Your Email and Schedule

• Select Flow next to Smart List
• Drag and drop Send Email - Select the email you are sending to your list
• Select Schedule
• Click on Run Once
• Select either Run Now or Run Later

[#2]

Do I need be a paid member for creating a list? What are other benefits a free member can get?

[#3]

Yes, you'll need to have a TEAM or PRO license. There is a breakdown of what you get with each license here: http://www.insideview.com/compare-insideview-plans-free-crm-pro-and-team-sales-intelligence