Marketo Intregration Instructions

This article will provide you step-by-step instructions to integrate the Webinato Event Registration and Reporting data with the Marketo Marketing Automation system.

Once correctly configured, and implemented for each event, users who register for events will be entered as leads in Marketo (either created new, or updated if they exist).  The lead will contain information about their registration and attendance/no-show for the event, as well as be placed into a specified marketing list in Marketo.

There is a one-time configuration setup required in Marketo to create the API user, set the correct permissions for the API user, obtaining the API credentials, and creating the required Lead Fields.

There is also a one-time configuration setup required in Webinato.  The Marketo API credentials must be entered into the Webinato Event Manager, and each room must be configured to communicate with Marketo.

One-time Setup Instructions for Marketo

To integrate Webinato with Marketo, we need to get the following four values from Marketo:

* Identity URL
* Endpoint URL
* Client ID
* Client Secret

To get the Identity URL and Endpoint URL, please see:  http://developers.marketo.com/documentation/rest/endpoint-url/ .  This page will show you how to get the URLs.
To get the Client ID and Client Secret, please see:  http://developers.marketo.com/documentation/rest/custom-service/ .  You will need to follow these steps carefully to make sure that the API user has been setup correctly, and that they have the correct permissions.  Failure to follow this guide correctly will make the API integration fail.  The service will seem like it works, but the data will not be entered into Marketo.

Next, you will need to create the custom data fields for leads. Login to Marketo, and click on "Admin" in the top right.

1. Then click on "Field Management" in the left menu.
2. Click on "New Custom Field" as shown below.

* Choose / Type the following exactly:
    Type: Text Area
    Name: omNovia Registration Data
    API Name: omNoviaRegistrationData
    Click "CREATE"

* Click on "New Custom Field".
* Choose / Type the following exactly:
    Type: Text Area
    Name: omNovia Attended Data
    API Name: omNoviaAttendedData
    Click "CREATE"

* Click on "New Custom Field".
* Choose / Type the following exactly:
    Type: Text Area
    Name: omNovia No Show Data
    API Name: omNoviaNoShowData
    Click "CREATE"

One-time setup instructions for Webinato

Event Manager Settings

In the Event Manager, click on "Settings" on the left. At the bottom, you will need to enter the four pieces of information from Marketo:

* Identity URL
* Endpoint URL
* Client ID
* Client Secret

Admin Page Settings

In the Admin Page, click on "Modify Room Settings", and then select the room you want to modify.  If you want to have all your rooms send data to Marketo, you will need to perform this action for every room in your account, including any new rooms you create in the future.
At the very bottom, under the "Advanced Options" section, click the checkbox next to "End Room API URL Call", and enter this URL: http://www.webinato.com/support/apis/marketoPostEvent.php
Then click on "Update Changes".

That is all for the one-time setup.

Creating an Event and Configuring it to Send Data to Marketo

Only if you have entered your Marketo credentials into the Settings before, will you be able to see the Marketo Integration checkbox and options to add a marketing list to the event.

* Create a new event, and on the "General Info" tab, check the "Marketo Integration" checkbox.
* The first text field is where you can optionally enter an exact program name (must match exactly to the one you have in Marketo).  It is optional, and keeping it blank will get all of the lists in Marketo, not just the ones for that program name.
* After the status says "Marketo Lists loaded", you can use the next text field to do a filter search on the lists.  This can be a partial string, and is case insensitive.
* The drop-down will populate with the Marketo lists that match the criteria selected. When you select the list, it will be associated with this event.

That means that any user who registers for this event will be entered into Marketo as a lead.  If the lead exists, it will only update the "Webinato Registration" record.  If the lead doesn't exist, it will create the lead, and then update the field.  All leads (existing or newly created), upon registration, will get added to the list that was selected when the event was created.  Be careful to not change the list in the middle of registration.

When the event ends, the users who joined the event will have data recorded under the "Webinato Attended" field, and the no-shows will have data recorded under the "Webinato No Show" field.

The data is recorded in the format "YYYYMMDD_14DIGITEVENTID_First26LettersOfEventName~".  The underscore ( _ ) is the separator for the pieces of the event.  The tilde ( ~ ) is the separator for the events.

In Marketo, you can use "Smart Lists" to get the list of users who match a certain field criteria, and you can specify text.  For example, you can create a "Smart List" of users who attended an event on "20150112" in the "Attended" field, or do a "Smart List" filter on the eventID or even the event name.  This will pull those leads who match that criteria, and you can place them in a marketing campaign.  Similarly, you can get ALL of the participants from the List itself that you specified during the Webinato Event creation process.