TABLE OF CONTENTS



Prerequisites

  • The Airmeet community should be under a Pro subscription.

Use cases

  • Create campaigns to market the event of Airmeet registered contacts by email marketing, and sending personalized emails. 
  • Lead management. 



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 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, select an appropriate user from the API Only User list, and 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, saving 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 the 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: Click New > New Smart Campaign from the right-hand configuration pane.


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.


Kindly follow the steps below to perform the connection between Airmeet to Marketo.


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.



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 can'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.



6.1. Map Airmeet fields to Marketo


Map Airmeet registration fields with Marketo contact properties for adding / updating contacts in your Marketo account.

To Map the Airmeet fields to Marketo, kindly follow the below steps:



Step 1: Enable Marketo and click on the "Export From Airmeet" section.


Step 2: Map the Airmeet registration fields to Marketo Feilds together. To Add a field, click on the Dropdown option and select the fields.




To make a field an non-mandatory, go to Registrations > Event Entry > Edit registration form > untick the fields


6.2. Attendee Engagements Activities

As an organizer, you can send the attendee engagement data performed during the event to Marketo. To send Engagement data, kindly follow the below steps.


Step 1: Go to event dashboard > Settings > Integrations


Step 2: Look for Marketo > Enable > Settings


Step 3: Toggle the Engagement activities you need to send to Marketo.



View data


To view the Attendee data, kindly follow the below steps:


Step 1:  Click on Program from Left-hand side > Select your Campaign > Select your List > Click on People tab.




Step 2: Click on the particular contact (This will take you to another link) > Click on "Activity Log" and view the activity data.





7. Marketo to Airmeet

As a Marketo admin, you can import a CSV list in Marketo, sync the contacts with the Airmeet event, and send them an automated registration email to uploaded participants. Let's see how to upload a list and sync it with Airmeet.


Step 1: Create a CSV template and add participants' details to the same.


Note: Ensure the CSV sheet fields equal your registration form details.
First Name, Last Name & Email are mandatory


Step 2: Go to your Program > Campaign > List.


Step 3: Click on "List Actions" and select "Import List"



Step 4: Follow the below steps:


a. Click on browse under step 1 and select & upload the CSV file created. Click Next.


b. Verify& Map the CSV Colum and Marketo Field.



c. Select the Marketo Program and click on the "Import" button.


Step 5: Once the list is uploaded, you can verify the same by searching their details under the People tab (Program > Campaign > List)


Step 6: Go back to your Airmeet events dashboard and verify the same contact list under the participant's list tab (Events Dashboard > Registration > Participants List). An automated email with a unique link will be sent to all participants.




7.1 Adding Custom Feilds in Marketo (optional)


Step 1: Go to the Admin panel on Marketo and click on Database Management > Feild Management > Click on "New Custom Feild."





8. Points to keep in mind


  • 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.
  • Due to Marketo's imposed rate limits, there could be a sync delay for bulk operations. 
    When Marketo hits a rate limit, Airmeet automatically retries after the appropriate time.

9. FAQs

  1. Can Marketo Integration be enabled without a premium account?
    To connect the Marketo account at the community level, they need to have/create an Admin user profile with API-Only users permissions, which requires a paid Marketo account.


  2. Do we need to set up the webhook in Marketo one time, or should I have to create a new webhook for each Airmeet event?
    Yes, we have to create a Webhook for every Airmeet event.


  3. How the registrations are counted when Marketo integration is used?
    The leads transferred from Marketo to Airmeet will have the registration status as 'Registered,' and will be counted as 1 registration in Airmeet. 




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





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