When are leads automatically added to a program in Marketo?

When they engage with any asset

When they fill out a form on a landing page

Leads are automatically added to a program in Marketo when they fill out a form on a landing page. This is because filling out a form is typically linked to specific campaigns or programs, and it triggers the associated program to recognize the lead's engagement. The form submission acts as a clear signal of interest and intent from the lead, allowing automated processes within Marketo to categorize and manage the lead effectively, ensuring that they are engaged according to the defined program's workflow.

In contrast, options like engaging with any asset, being imported from a CSV file, or being manually added by a marketer do not typically trigger the automatic addition of leads to programs directly. While engaging with assets can contribute to scoring and nurturing, it does not inherently lead to program enrollment without specific configurations. Importing leads through CSV files adds them to the system but does not automatically enroll them in a program; decisions about program membership must be made separately. Similarly, manual additions are controlled by marketers rather than automated processes, meaning they require direct intervention rather than an automated trigger. Hence, the action of completing a form is distinctly tied to the automatic enrollment process in Marketo programs.

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When they are imported from a CSV file

When they are manually added by a marketer

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