TABLE OF CONTENTS

1. Overview

2. Use cases

3. Connect Airmeet to Marketo at the Community level

    3.1. Create a User Role

    3.2. Create a Web Services

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

4. Connecting the Airmeet community with Marketo

5. Enabling Marketo for Airmeet Event

    5.1. Map an Airmeet event to Webhook

    5.2. Set Custom Header

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

7. Connect Airmeet to Marketo

    7.1. Map Airmeet fields to Marketo

    7.2. Attendee Engagements Activities

8. Marketo to Airmeet

    8.1 Adding Custom Feilds in Marketo (optional)

9. Points to keep in mind

10. FAQs

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. Use cases

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

3. 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 platforms.

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

 3.1. 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.

3.2. 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.”  

3.3. 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 a 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/

4. 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.

5. 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 > Integrations 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.

A field name "Direct Access Link" is created automatically in the Marketo Contact list and a Unique link is sent along.

Important Note: 

If you turn the direct access link option 'on.' A field will be added to your contact properties in Marketo, saving the event join link for your attendees. 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,

Alternatively,  these links are 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.

5.1. Map an Airmeet event to Webhook

Map an Airmeet event to a particular webhook by adding a token to Program. Let's see how it's being done.

Step 1: Go to your Program > Click on "My Tokens."

Step 2: Drag and drop a "Text" field from the Right-hand side section.

Step 3: Enter "airmeetEventid" under the token name and enter the "Airmeet event id" in place of the value.

With this step, you don't have to update yoWebhook URl again and again as shown in step 4.

5.2. 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.

6. 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 asset > 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

7. 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 the 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 a 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.

7.1. 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 Fields together. To Add a field, click on the Dropdown option and select the fields.

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

7.2. 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.

The list of Engagement data transferred to Marketo are:

1. Event Level

• Airmeet Id (Realtime)
• Airmeet Name(Realtime) 
• Registration Link (Realtime) 
• Registration Time  (Realtime) 
• Airmeet Start Date (Realtime) 
• Airmeet End Date (Realtime) 
• Leaderboard Score (After the winners are announced) 

2. Session Level

• Airmeet Id
• Airmeet Name
• Session-Id
• Session Name
• Time Spent (In Minutes)
• Poll Response
• Questions Asked

3. Booth Attendance

• Time spent in the booth
• Interested in being Contacted
• Number of Booth Visits

4. Registrations UTM parameters

• UTM Source
• UTM Medium
• UTM Campaign
  

5. Intent Activity Signals

• Attendee Entered Airmeet
• Attendee Clicked CTA
• Attendee Joined Session
• Attendee Joined Booth
• Attendee Joined Table
• Attendee Joined Stage
• Attendee Opened/Downloaded Resource

View data

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

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

UTM parameters details sent to Marketo from Airmeet:

• UTM Source
• UTM Medium
• UTM Campaign

8. 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 Attendees tab (Events Dashboard > People tab > Attendees list). An automated email with a unique link will be sent to all participants.

8.1 Adding Custom Fields in Marketo (optional)

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

9. Points to keep in mind

• Attendees are marked registered, and data are sent to the Marketo once they click on the direct access link (the 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.
• All pending registrations and invitations are pushed in real-time to Marketo if integration is enabled later or after getting a few registrations.
• You can send the multi-select and single-select option from your Marketo form to Airmeet and vice versa.

10. 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. 
4. How can I resync my Airmeet data to Marketo if integration is enabled later or after a few registrations?
   You can resync your registration data from the events dashboard directly, let's see the below steps:
   
   Step 1: Go to your events dashboard and enable Marketo integration.
   Step 2: Once the integration is enabled, click on the 3 dots and click "Resync" option. 

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