TABLE OF CONTENTS




1. Overview

Easily sync Marketo leads with your Airmeet event as participants. Use the event webhook URL provided to create a webhook inside Marketo. Contacts enrolled using the webhook will be registered for the Airmeet event.

 



2. Connect Airmeet to Marketo at the Community level

To connect Marketo to the Airmeet community, we need 3 unique keys & URLs(Client ID, Marketo client secret, and REST API Endpoint URL) to establish a connection between both the platforms.

Let’s learn about how to generate the above Keys & URLs:

 2.1. Create a User Role

Step 1: Log in to your Marketo account.
Step 2: Click on Admin > Users & Roles > Click on the “New Role” option.
Step 3: Create a New role and provide the details asked for, like a unique role name, and description & select "API access & all admin permission" from the dropdown option.

1. “Access Users” permission from the "Access Admin" group

2. All permissions except "Read-Write Schema Custom Field" and "Read-Write Schema Standard Field"  from the Access API group


Step 4: Click the “Create” button.

After creating a role, you will need to create an API-Only user.  API-Only users are a particular type of user in Marketo, as they are administrated by other users and cannot log in to Marketo.  API-Only users are used to: 

  • Create Custom Services

  • Scope permissions for those services

  • Access REST APIs


To create an API-Only user, go to the Admin > Users & Roles > Users menu and click on Invite New User.

a) Under Step 1, Fill in the details, and Next


b) Under Step 2, In the Permissions tab, choose: Select Admin (all workspace) & Checkmark API only and click NEXT to proceed further.




c) Under Step 3, Message: Click on Send.


Hit the link received in the mail.

2.2. Create a Web Services

Custom Services provide the credentials, the Client Id, and the Client Secret, required to perform Authentication with a Marketo instance.

Let’s find out how to create a custom service to generate Client ID, Marketo client secret, and REST API Endpoint URL.

Step 1: Step 1: Log in to your Marketo account.
Step 2: Click on Admin > LaunchPoint menu, and select New Service.

Fill in the following details:

  • Give your service a descriptive name from the “Service” list.

  • Choose Service as "Custom.”

  • Give your service a verbose description and select an appropriate user from the API Only User list, then press Create."

       


This will add a new service to your list of LaunchPoint services and the option to “View Details.”  

2.3. Generate Client ID, Marketo client secret, and REST API Endpoint URL

 Step 3: Click on “View Details,” and you’ll be given the Client Id and Client Secret required for authentication, the owning user, and an option to Get Token for short-term testing purposes.



Read more in detail - https://developers.marketo.com/rest-api/custom-services/


The token you get from this dialog has the same lifetime as tokens obtained usually from the Identity service and is valid for 3,600 seconds from creation.

Step 4: For REST API Endpoint URL, go to Admin->Integration->WebServices, Copy the REST API Endpoint


Read more in detail - https://developers.marketo.com/rest-api/authentication/

3. Connecting the Airmeet community with Marketo

After generating the Generate Client ID, Marketo client secret, and REST API Endpoint URL, you need to paste the same on the Airmeet Community dashboard to establish the connection between both platforms.

Step 1: Go to www.airmeet.com > Login > Integrations (under community dashboard) >Apps > look for Marketo Integration.

Step 2: Click on the “Add” option and enter the Client ID, Marketo client secret, and REST API Endpoint URL generated above.


Step 3: Click on the “Connect” button to authorize Airmeet & Marketo accounts to sync together.

 


4. Enabling Marketo for Airmeet Event


After enabling Marketo at the community level, you need to allow Marketo for a particular Airmeet event. Then, you need to enter a webhook URL on Marketo and sync the event with your Marketo list or campaign.

Step 1: Go to Airmeet events dashboard > Settings tab > Integration tab > Look for Marketo integration.

Step 2: Click on the “Enable” button and find the event webhook URL and copy the same.




Enable direct access link

A direct access link (unique link for an attendee) will be saved on your Marketo list and shared via email from Airmeet to attendees as soon as they are added.



The user has to create a custom field named 'directAccessLink' for the direct access/unique link to be automatically added to the contact property before enabling the direct access link.


Important Note


If you turn the direct access link option as 'on'. A field will be added to your contact properties in Marketo which will save the event join link for your attendee. This link is created when you invite someone or when they register for the event. It is different for every attendee.


If you have selected the '2-step auth' option for event entry, this link needs to be clicked to enter the event. It is typically added to the confirmation emails, but since you have paused the emails, you will need to use Marketo to send the unique join links to your attendees.


Would recommend switching this on before you start sending invitations / adding participants to the event so you can automate the process. Switch it on later in the process and you risk a few contacts not having the Link updated in  ,

Alternatively,  these links are also available when you download the participant list from Airmeet dashboard.



Step 3: Go back to Marketo > Admin > Select Webhook > New Webhook



Step 4:Fill in the following details to create Webhook.



a) Webhook Name: Enter a unique name for your webhook

b) Description: Enter a description for your webhook

c) URL: Paste the Webhook URL generated from the Airmeet event (shown in step 2 above)

d) Request Type: POST

e) Template:

{
"firstName" : {{lead.First Name}},
"lastName" : {{lead.Last Name}},
"email" : {{lead.Email Address}},
"leadId":{{lead.Id}},
"company":{{company.Company Name}}}


  1. Request Token Encoding: JSON
  2. Response Type: JSON



Step 5: Click on Create Button.



Note : You cannot use the same webhook for another event. Every new event needs a unique webhook.

Learn more - https://developers.marketo.com/webhooks/



4.1. Set Custom Header


After creating the webhook, you need to create a custom header.


Step 1: Go to the "Webhook action" from the top and click on "Set Custom Header"




Step 2: Under the Custom header, Click on the "Add" button and enter the following details


Header : content-type

Value : application/json




Step 3: Click on the "SAVE" button.


Note: You don't have to perform the same task again for another webhook created.It's a one-time exercise that needs to be done from the user's end.



5. Activating the Webhook in a Smart Campaign sync contacts from the list.


Step 1: On the top left-hand side, click the Marketo icon, and then select ‘Marketing Activities

Step 2: From the right-hand side configuration pane, click New New Smart Campaign.


Step 3: 
Select a folder (or create one) to contain the campaign from the left-hand side pane.

Step 4: Provide a unique name and description for the campaign. Click CREATE.

Step 5: The created smart campaign configuration is displayed. Click New > New Local assetSmart List tab.


Step 6: Drag and drop the ‘Lead is created’ or 'Member of list' trigger from searching the space provided. (‘Lead is created’ is under Trigger.)

Step 7: Click the Flow tab, drag and drop 'Call Webhook’ from under the Integration tab to the space provided, and select the campaign you created.


Step 8: Click the Schedule tab, and then click ACTIVATE.

 

Read more in detail - https://docs.marketo.com/display/public/DOCS/Create+a+Webhook





6. Connect Airmeet to Marketo


Push event participant's data directly from Airmeet to your Marketo lead list 

The event organizer can also connect Airmeet to Marketo and sync the registrants' data of an Airmeet event to Marketo List.


To perform the connection between Airmeet to Marketo, kindly follow the below steps.


Step 1: Connect the Airmeet community to Marketo by entering the Client ID/Marketo client secret/REST API Endpoint URL on the Community dashboard (Shown above under 'Connect Airmeet to Marketo at community level')




Step 2: Go to your event dashboard and click on the integration tab.


Step 3: Find the ‘Marketo’ integration tab and toggle the “Enable Integration” option towards the right.



If you're on the old events dashboard, kindly follow the below steps.



Step 4: Select your Marketo program (folder) created on Marketo and select your Marketo list (created under the folder).


NoteYou can also paste the Marketo program directly under the Marketo program field in case you couldn't find your program on the list.



If you're on the New events dashboard, kindly follow the below steps.


Step 4: Select your Marketo program (folder) created on Marketo and select your Marketo list (created under the folder).


Note: You can also paste the Marketo program directly under the Marketo program field in case you couldn't find your program on the list.



Add direct access link field in Marketo


Create a custom field in Marketo with the name 'directAccessLink' to add the Airmeet event direct access/unique link to the leads section in Marketo before enabling the Add Direct access link.




7. Points to keep in mind

  • Only the First & Last Name and Email of the leads from the Marketo list will be added to the participant profile in Airmeet. Custom Fields will not be added.
  • Attendees are marked registered, and data are sent to market once they click on the direct access link (Unique magic link) and register for the event by filling in the registration details.
  • For bulk operations, there could be a sync delay due to rate limits imposed by Marketo. 
    When Marketo hits a rate limit, Airmeet automatically retry after the appropriate time.





Need more help? Contact support@airmeet.com or visit our 24*7 Support Lounge.





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