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Marketo Integration User Guide
TOPICS I) Overview II) Initial Setup & Authorization III) Creating your Marketo Program IV) Creating your Splash Event I) Overview This step-by-step guide will walk you through how to set up Splash’s Marketo Integration. IMPORTANT NOTE: The integration can be configured in different ways based on your company’s unique needs. For example, the integration can be created at the Organization or Event levels in Splash. Please consult with your dedicated support manager, who will help you determine the best way to set up the integration for your events and walk you through the initial configuration.
II) Initial Setup & Authorization If you have not yet created a Marketo User with access to the API, you will need to create one before proceeding to the next step. To create a Marketo user with API access, click ‘Users & Roles’:
Click ‘Invite New User’.
Enter the API User Info and click Next.
Select the API Access User Permissions and click Next. Complete the remaining steps.
*NOTE: Make sure the API Access User role has Read-Write Lead permission at minimum.
After creating a Marketo user with API access you then need to install that user in LaunchPoint. In LaunchPoint, click “New”, then click “New Service” in the new service in LaunchPoint:
Enter a display name, select “Custom” service from the first dropdown, enter a description and enter the email address of the API user that you created in the previous step:
Next, log into your Splash Account and click Integrations to access the Integrations Menu. Then, select Marketo.
After selecting Marketo, you will be prompted to authenticate your account. *Note - the Authentication Screen may open in a new window.
Before clicking the Authorize button on the above Authorization Screen, you need to get your ‘Client ID’, ‘Client Secret’ and ‘Domain’ values from Marketo. To find these values, log into your Marketo account. Click on Admin in the top right. First, find your ‘Domain’ value by clicking Web Services in the Integrations section.
Under the REST API section of Web Services, your ‘Domain’ value is the 9-digit value displayed in the Endpoint field. *NOTE: The 9 digits start after “https://” and end before “.mkto.com/rest”. Copy this value and paste it into the Domain field on the Authorization Screen.
To find your ‘Client ID’ and ‘Client Secret’ values, click LaunchPoint under the Integrations section.
Find your API service name from the list of installed services and click View Details.
Copy your ‘Client ID’ and ‘Client Secret’ values from here and paste them into the Client ID and Client Secret fields on the Authorization Screen:
After pasting all three values into the Authorization Screen, click the Authorize Button:
Ready to create a Marketo Program for your event? Let’s do it!
III) Creating your Marketo Program Before creating your Marketo Program, you should create two custom Marketo Fields. NOTE: The next section of this guide (Creating Your Splash Event), will show you how to map these fields when setting up your integration in Splash. Creating a custom Marketo field for Splash Event Domain: Marketo needs to know which Splash event a person is associated with in order to place them in the right program. This can be achieved by passing the Splash Event domain (e.g. the event’s unique identifier) from Splash to Marketo and referencing that value as a filter in the Marketo smart campaigns that you use to manage program member statuses. Creating a custom Marketo field for Splash Event Status: Marketo also needs to know which event program status (e.g. Invited, Registered, Attended) to apply when a person is being added to your program or having their program status updated. This can be achieved by passing a field value that is unique to each program status (e.g. Invited, Registered) from Splash to Marketo and referencing that value as a filter in the Marketo smart campaigns that you use to manage program member statuses. NOTE:
- This user guide references the two custom Marketo fields as Splash Event Domain and Splash Event Status. You can name your fields whatever you’d like. In most cases, the field type should be String.
- You may already have Marketo fields that are suitable for the purposes described above, in which case you may not need to create new fields.
To create your fields, click on ‘Admin’ in the top right of your Marketo account. Then, under Database Management, click ‘Field Management’.
Click ‘New Custom Field’.
Here’s an example showing how you might name the new fields in your Marketo instance:
Example 1 - Splash Event Domain:
Example 2- Splash Event Status:
Log into Marketo, go to Marketing Activities and create a new Program.
Name your new Program and select Event for Program Type.
Under your Program, create a new Folder called ‘Campaigns’. Under the ‘Campaigns’ Folder, create a Smart Campaign that will trigger when a lead’s Splash Event Status is changed to “Invited”.
Select Person is Created as your Smart Campaign Trigger and set the Source Type constraint to Web Service API. Select Data Value Changes as a second Smart Campaign Trigger and set the Attribute to Splash Event Domain Field (or the field name you used when creating the custom field described earlier in this guide). Select Data Value Changes as a third Smart Campaign Trigger and set the Attribute to Splash Event Status Field (or the field name you used when creating the custom field described earlier in this guide). NOTE: The values shown in the two filters below the trigger are further explained later in this guide.
In the Smart Campaign Flow, you can now change the Program Status to “Invited” and perform any additional flow steps that you might need. NOTE: Your Marketo Program Statuses might be different than the examples shown in this guide.
Under your Program’s ‘Campaigns’ Folder, create a Smart Campaign that will trigger when a lead’s Splash Event Status is changed to “RSVP”.
Select Person is Created as your Smart Campaign Trigger and set the Source Type constraint to Web Service API. Select Data Value Changes as a second Smart Campaign Trigger and set the Attribute to Splash Event Domain Field (or the field name you used when creating the custom field described earlier in this guide). Select Data Value Changes as a third Smart Campaign Trigger and set the Attribute to Splash Event Status Field (or the field name you used when creating the custom field described earlier in this guide). NOTE: The values shown in the two filters below the trigger are further explained later in this
guide.
In the Smart Campaign Flow, change the lead’s Program Status to “RSVP_Yes”.
Under your Program’s ‘Campaigns’ Folder, create a Smart Campaign that will trigger when a lead’s Splash Event Status is changed to “CheckedIn”.
Select Person is Created as your Smart Campaign Trigger and set the Source Type constraint to Web Service API. Select Data Value Changes as a second Smart Campaign Trigger and set the Attribute to Splash Event Domain Field (or the field name you used when creating the custom field described earlier in this guide). Select Data Value Changes as a third Smart Campaign Trigger and set the Attribute to Splash Event Status Field (or the field name you used when creating the custom field described earlier in this guide). NOTE: The values shown in the two filters below the trigger are further explained later in this guide.
In the Smart Campaign Flow, change the lead’s Program Status to “CheckedIn”.
IMPORTANT: After completing your integration set up, don’t forget to Activate each Marketo Smart Campaign in the Schedule Tab.
IV) Creating your Splash Event The integration allows you to sync Splash Contacts to Marketo. You can sync any Splash Contact Field (including custom fields) to a corresponding field in your Marketo lead database. You can also sync data that is unique to each specific Splash Event, which enables you to add leads to corresponding Marketo Event Programs for reporting or other automated processes like lead scoring or lead handoff to sales. The following example shows how to add leads to the Marketo Program created earlier in this guide, and how to trigger Smart Campaigns that change a lead’s Program Status.
Create an integration to sync Invitees to Marketo. Give your trigger an intuitive name (e.g. Invitee). Under Action, select “Invited”:
First, map the Splash Contact Fields that you want to push to Marketo. Your Marketo Fields will be displayed under the Remote Field dropdown:
Next, map the Splash Event Domain to the corresponding custom Marketo field you created earlier:
REMEMBER: Every event you create in Splash has a unique Event Domain. You can use the Event Domain to associate leads with a specific Marketo Event Program. Find the Event Domain under your Splash Event Settings and copy the value that comes before “.splashthat.com”. Apply this value as a filter in your relevant Smart Campaigns:
Lastly, map a unique field value (e.g. “Invited”) for the Splash Event Status Field to the corresponding Marketo field you created earlier. Under ‘Splash Object’, select “Custom”. Under Splash Field, enter the unique value:
Earlier, you created a Marketo Smart Campaign that changes a lead’s Program Status to “Invited”. Go to this Smart Campaign and apply the value “Invited” as a filter (example below):
Now, when a contact’s Splash Event Status is changed to “Invited”, a Marketo Smart Campaign will be triggered that changes their Program Status to “Invited”. Save this integration in Splash:
Create an integration to sync RSVPs to Marketo. Duplicate the integration trigger you just created in the previous section:
Give your new trigger an intuitive name (e.g. RSVP). Under Action, select “RSVP”:
Map the Splash Contact Fields exactly the same as you did earlier in this guide. Map the Splash Event Domain exactly the same as you did earlier in this guide. Map a unique field value (e.g. “RSVP”) for the Splash Event Status Field to the corresponding Marketo field you created earlier:
Earlier, you created a Marketo Smart Campaign that changes a lead’s Program Status to “RSVP”. Go to this Smart Campaign and apply the value “RSVP” as a filter (example below):
Now, when a contact’s Splash Event Status is changed to “RSVP”, a Marketo Smart Campaign will be triggered that changes their Program Status to “RSVP”. Save your RSVP integration in Splash:
Create an integration to sync Check-ins (Attendees) to Marketo. Duplicate the integration trigger you created earlier:
Give your new trigger an intuitive name (e.g. CheckIn). Under Action, select “Check-in”:
Map the Splash Contact Fields exactly the same as you did earlier in this guide. Map the Splash Event Domain exactly the same as you did earlier in this guide. Map a unique field value (e.g. “CheckedIn”) for the Splash Event Status Field to the corresponding Marketo field you created earlier:
Earlier, you created a Marketo Smart Campaign that changes a lead’s Program Status to “CheckedIn”. Go to this Smart Campaign and apply the value “CheckedIn” as a filter (example below):
Now, when a contact’s Splash Event Status is changed to “CheckedIn”, a Marketo Smart Campaign will be triggered that changes their Program Status to “CheckedIn”. Save your Check-in integration in Splash: