Jun 16, 2024

Book More Meetings and Drive Sales Pipeline with Marketo Campaigns

Book More Meetings and Drive Sales Pipeline with Marketo 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.

Drive pipeline from marketing campaigns

  • 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.


  • 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.

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.:{{lead.Email Address}}&

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

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]

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

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.

How campaign routing works in Leadmonk

What is the use of Campaign Router?

Campaign router is used 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.

How to create a campaign router

To create a campaign router in Leadmonk, you will need to:

Go to the Router => Campaign Router page.

Click the + Create new button.

This will open the Create router dialog box.

In the "Router info" tab,

  • Enter a name for your campaign router.
  • Specify the queues that you want to use for the campaign router. You can specify the order of the queues as well here. Queues are processed in the sequence they are placed in the handoff router. Once a queue is processed successfully, further queues processing of handoff lead stops.
  • Its recommended to add ownership queue here and a fall back queue if a lead/contact does not exist in CRM.
  • Click the Create button to create a new campaign router.

In the "Actions" tab, you can specify what should happen when none of the queues are hit, select an option from the when none of the queues are hit drop-down list.

  • Show thank you message: This option displays a popup message to the inbound lead. You can customize the message text to be shown.
  • Redirect to a page: This option redirects inbound lead to an external webpage.

Link Tab

Here you can generate a campaign URL to pass specific information from your email campaigns.

You can customize your campaign URL by adding or deleting form properties as needed. You can use placeholders or default text for URL parameter values. Whenever you add/modify URL params, campaign URL automatically gets generated with the latest information.

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

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