Setup routing for your Marketo form

1. Meeting Templates 


Navigate to   Meeting Types - Templates  -> Add New 
Create meeting templates for your calendar invites
See Calendar Templates examples 

2. Setup your rules


Navigate to   Assigned Meetings- Queues -  Add New .  
Create “team calendars” for your booking rules.
E.g. Round robin for Small business,  route  to  owner  in a specific region etc.
See example of an   advanced team setup

3. Create your inbound router


Navigate to “Inbound Router” -> “Add New Form Booker”.
See example for  specific Marketo scheduling settings



4. Embed your code


Add your booker code to your Marketo form


5. Adjust your Marketo campaign

Add some magic to your Marketo Campaign 



6. Test before you go  live  


Test and repeat  


7. Go live 


And be a hero. Keep us posted with your results! 




8. Monitor 


Keep an eye on your data  and constantly improve  

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