Marketo

Marketo Registration Integration Guide

Introduction

The following document provides step-by-step directions for setting up a Marketo registration integration with your webcasts. This integration will allow you to seamlessly register audience members for Webcast events using a Marketo form. The process does not require the audience member to load any pages from the Webcast within their browser to register.

This is an Open API, allowing for setup and testing at your convenience. To confirm the "pass" parameter and/or link that should be used in the setup, please contact Support for assistance.

Registration Integration Setup


Creating a Field for the Webhook

In order to populate the Event ID in the Webhook a custom field needs to be setup.

1. After logging in to your Marketo account, in the top right of your screen, click "Admin".

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2. Along the left of your screen under "Database Management", click "Field Management".

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3. At the top of the screen, click "New Custom Field".

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4. In the custom field setup, select ""Integer" as the "Type. Add a "Name" that you can easily identify later. "webcast ID" is used for this example.

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Note: If you plan to use a single registration form for all events, you will use the "Change Data Value" later in the Campaign setup to determine what presentation where data will be sent.

Creating a Webhook in Marketo

A Webhook is used to send a user's registration data to a webcast when they register on a Marketo Landing Page. A Webhook is created for each webcast and linked to a unique Campaign, which is setup later in the process.

Only Standard Registration Questions are included in the form. Custom Registration Questions can be added to the form in Marketo, but data captured as custom questions is not sent to the Webcast. Data captured in the Standard Registration Questions in Marketo will only be sent to the Webcast if that field is enabled on the Webcast Registraiton Form.

1. After logging in to your Marketo account, in the top right of your screen, click "Admin".

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2. Along the left of your screen under "Integration", click "Webhooks".

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3. At the top of your screen under "Webhooks", click "New Webhook".

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4. Fill out the required fields to create a new Webhook. In the Webhook Name field, title the Webhook you are creating. In the URL field, enter the Server Side Registration URL for your event. Refer to the information below for instructions on customizing the Server Side Registration URL for your event.

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Below is an exmaple of the Server Side Registration URL. The URL you use should include any registration fields you would like captured in the Webcast's reports. Any parameters you do not want included do not need to be passed in the Server Side URL. Any bold values need to be customized with your information specific to your event/account. Refer to the table and notes below for instructions on customizing the link for your event.

Once the Server Side Registration URL has been entered into the URL field, click "Insert Token" next to the URL field and replace each default value from the Server Side Registration URL with the appropriate Token from Marketo.

Example: Replace "FirstName" from the Server Side Registration URL with "{{lead.First Name:default=edit me}}" Token from Marketo.

Select "Form/Url" in the Request Token Encoding dropdown. Once complete, click "Create" to complete the setup.


Sample Server Side Registration URL

https://event.webcasts.com/viewer/regserver.jsp?ei=1234567&fname=FirstName&lname=LastName&company=CompanyName&title=BusinessTitle&address1=StreetAddress&address2=StreetAddress2&city=City&state=State&country=Country&postalcode=PostalCode&phone=PhoneNumber&cell=CellNumber&fax=FaxNumber&email=Email@Address.com&custom_question1=CustomQuestionAnswer1&pass=abcd001&tp_regconfemail=1

Parameter Description Values Character Limit
ei*
Webcast ID
(Ex. 1234567)
Number
7
fname
First Name
Alphanumeric, utf-8
256
lname
Last Name
Alphanumeric, utf-8
256
company
Company Name
Alphanumeric, utf-8
256
title
Business Title
Alphanumeric, utf-8
256
address1
Street Address
Alphanumeric, utf-8
256
address2
Street Address - Extra
Alphanumeric, utf-8
256
city
City
Alphanumeric, utf-8
256
state
State
Alphanumeric, utf-8
256
country
Country
Alphanumeric, utf-8
256
postalcode
Postal/Zip Code
Alphanumeric, utf-8
256
phone
Primary Phone Number
Alphanumeric, utf-8
256
cell
Cell/Mobile Number
Alphanumeric, utf-8
256
fax
Fax Number
Alphanumeric, utf-8
256
email*
Email Address
Ascii email
128
custom_question1
Custom Registration Question Answer
Alphanumeric, utf-8
256
pass*
Client ID
abcd001
7
tp_regconfemail
Enable a Registration Confirmation Email from the Webcast
1
1

Notes:
  • A "*" next to a parameter name in the table above indicates the field is required.
  • Contact Support to confirm your CLient ID.
  • The system will only accept registration parameters that are configured on the Webcast's Registration Form. Submitted fields that are not configured on the Registration Form will be discarded.
  • Parameter values should be properly URL encoded (Ex. Blank spaces should be replaced with %20).
  • All parameters should be validated before submission or they may be rejected by the server. For example:
    • Registration requests with invalid email addresses will not be accepted.
    • Fields containing html or other script tags will be blocked by the system's security filter.
  • For Custom Registration Questions, the parameter name should match the "Report Column Title" entered when creating the question in the Webcast Administration Portal. This field is case-sensitive and requires a unique label.
  • For Custom Registration Questions with multiple answers, repeat the parameter name for each answer submitted. The answers will appear grouped together in the reports.
  • If the "tp_regconfemail=1" paramater is included in the Server Side Registration URL and Registration Confirmation Email is enabled in the Webcast event, a participant will receive a confirmation email after being registered. If registration confirmation emails are not enabled or any value other than "1" is sent in the parameter, the confirmation email will not be sent.
  • If the "tp_regconfemail=1" parameter is not included in the Server Side Registration URL, the system submitting the registration request is responsible for delivering the Webcast URL to audience members.
  • Security options enabled for the webcast will not stop registrations. These settings are only tested when the audience member attempts to enter the actual presentation.
  • To ensure quality, always test this implementation before opening access to your audience to ensure registration fields and corresponding answers are passed correctly. The best way to test this is to submit a test registration on the Marketo form and check the Webcast's reports to verify all data has been collected.

Marketo Campaign Setup

Once the Webhook is setup in Marketo, a Campaign needs to be created, which is used to activate the Webhook when a user registers on a Marketo Landing Page. These instructions allow a single registration form to be used for multiple events.

1. Now, at the top left of your screen, click on the Marketo logo and select "Marketing Activities".

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2. In the center of your screen in the "Smart Campaigns" section, click "New Smart Campaign".

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3. In the new window, select a Campaign Folder using the dropdown and add a name using the Campaign Name field. Click "Create" once complete.

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4. Once the campaign is created, click "Smart List" to select when this campaign will take affect.

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5. Along the right side of your screen under "Triggers", select the "Fills Out Form" field and drag it into the box in the center of your screen.

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6. Select the Form that will be used to capture registration. This means the Campaign is triggered anytime someone completes the selected Form.

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7. Next, click "Flow" to select what actions will be taken.

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8. Along the right side of your screen under "Marketing", select "Change Data Value" and drag it into the box in the center of your screen. Set the "Attribute" to the custom field you just created (Ex. "webcastID" in this example). Set the "New Value" to the Event ID for your presentation.

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9. Along the right side of your screen under "Integration", select the "Call Webhook" field and drag it into the box in the center of your screen.

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10. Select the Webhook you previously created using the dropdown. This will trigger the Webhook you created anytime someone completes the Form selected on the previous step.

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11. Next, click "Schedule" to active the Campaign.

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12. Click "Activate" to make the Campaign active. Once activated, the campaign will appear in the selected folder with a light bulb indicator.

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Test the Setup

Once the setup is complete, any submissions of the Marketo form should immediately appear in the Webcast reports. To test the setup, submit a sample registration through the Marketo form.

1. In the Webcast platform, select the Webcast where data should be passing and choose the "Reports" button below.

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2. In the Reports interface, choose the "Audience Details" report (default) and click "Run My Report". The report that displays will include any registration fields passed in the setup, but will have blank fields for any data that was not passed or is related to audience participation.

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3. If all the data appears correct in the reports, no further action is needed. If some or all of the data is not received, review the Server Side Registration URL used in setup and confirm all fields have been correctly mapped.


Return Messages

When a registration is submitted, you will receive a Return Message to confirm receipt. Refer to the list below for more information on the Return Message:

Message Description
"Success."
The registration has been successfully submitted to the event.
"Event not found."
Invalid Event ID
"Unauthorized."
The client pass ID does not have access to the Event ID.
"Registration for this event is prohibited."
The event is configured for anonymous registration.
"Email not found."
A valid email address is required for registration. This message indicates an email was not passed.
"Email format not valid."
Invalid email formatting
"User already registered."
An audience member is already registered for the event ID based on email address.
"No reg data sent."
General error - Contact Support for help.