mintigo integration setup guide v.1.2 - marketo€¦ · • to check the trigger, create a new lead...

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MintigoMarketoIntegrationSetupGuide

Version1.22017-11-12


TableofContents

MINTIGOMARKETOINTEGRATIONSETUPGUIDE...........................................................................1INTEGRATION.................................................................................................................................3

1. BEFOREINTEGRATION.....................................................................................................................32. CONFIGURERESTAPISINMARKETO................................................................................................33. CONFIGUREINTEGRATIONINMINTIGO..............................................................................................5

EXPORTINGDATATOMARKETO.....................................................................................................71. EXPORTINGLEADSTOMARKETO......................................................................................................7

BeforeExport.................................................................................................................................7ExportOperation...........................................................................................................................7

2. EXPORTINGNAMEDACCOUNTSTOMARKETO....................................................................................9BeforeExport.................................................................................................................................9ExportOperation.........................................................................................................................11

3. WEBHOOKCONFIGURATIONFORREALTIMESCORINGANDENRICHMENTOFLEADS................................14ConfigurationinMintigo.............................................................................................................14ConfigurationinMarketo............................................................................................................16UsingWebhookinaSmartCampaign.........................................................................................19

QUESTIONSANDSUPPORT...........................................................................................................22


Integration1. BeforeIntegration

Beforebeginningtheinstallation,pleasemakesurethat:• YouhaveAdminpermissiononyourMarketoinstance.• YouhaveAdministratororMarketingOpsroleonyourMintigoinstance.

2. ConfigureRESTAPIsinMarketo

FollowthestepsbelowtoperformnecessarysetupontheMarketoside.Goto‘UsersandRoles’à‘Roles’àCreateNewRole.Insert‘Mintigo’asRoleNameand‘MintigoIntegration’asRoleDescription.

Youwillneedthefollowingpermissionsinread-onlyandread-writemodes:

• Read-OnlyActivity• Read-OnlyCampaign• Read-WriteLead• Read-WriteNamedAccount• Read-WriteNamedAccountList


Now,assignusertonewlycreatedrole:Goto‘UsersandRoles’à‘Users’à‘InviteNewUser’andfillinthedetailsasfollows:

Giveitappropriatepermissions:

Nowgoto‘LaunchPoint’à‘New’à‘NewService’:

• ‘DisplayName’shouldbe‘Mintigo’.

Note:Pleasecheck‘APIOnly’.


• ‘Service’is‘Custom’.• ‘Description’is‘MintigoIntegrationService’.• ‘APIOnlyUser’[email protected].

Once‘Service’iscreated,clickon‘ViewDetails’andtakenoteof‘ClientID’and‘ClientSecret’.Also,copythe‘IdentityID’from‘Admin’à‘Web-Service’sà‘RESTAPI’

Inthiscase,‘IdentityID’is‘111-AAA-111’.

3. ConfigureIntegrationinMintigo

• LogintoMintigoplatformathttps://login.mintigo.com.• Goto‘Settings’à‘ExternalPlatforms’àToggletheon/offunderMarketo.• Fillinthedetailsthatyouhavecollectedbefore:

o IdentityIDo ClientIDo ClientSecret


• Assoonasyouclickonthe‘CheckConnectionandSave’,wewillvalidatetheprovidedcredentialsandsetuptheintegration.Incaseofanauthenticationerror,anerrormessagewillbepresented.


ExportingDatatoMarketo1. ExportingLeadstoMarketo

BeforeExportWhenexportingdatatoMarketo,wecanpopulatethecustomfieldsaswellasstandardMarketofields.RefertoMarketodocumentation(http://developers.marketo.com/rest-api/lead-database/fields/list-of-standard-fields/)fortheexactlistofstandardfields.Tocreate‘NamedAccount’fields,goto‘Admin’à‘DatabaseManagement’à‘FieldManagement’à‘NewCustomField’.Choose‘Lead’objectandfillinrelevantdetails:

WetypicallyrecommendcreatingBooleanorStringfieldsforMintigoMIs.IfyouareuncertainaboutdatatypesforparticularMIs,pleaseconsultyourCustomerSuccessManager.YouwillbeabletousecustomfieldsacrossallexportsfromMintigo.ExportOperation

• LogintoMintigoplatform.• Clickontheleadbasedmarketyouwouldliketoexport.


• Choose‘ExportList’fromthetriple-dotmenu.

• Choosethe‘List’toexportandclickonMarketo.

• Youcanchooseanexistingstaticlistandassignleadstoit.

• Mapthefieldsyouwouldliketoexport.Leademailaddressisamandatoryfieldduringexportandtheplatformwillnotletyoucontinueunlessthisfieldismappedforexport.

• ForeveryMintigofieldorMIthatyouwanttoexport,chooseanappropriatetargetfieldinMarketo.

Note:WhenexportingnamedaccountstoMarketo,emailisusedtoidentifytheleadswhencreating/updating.


• Clickon‘Submit’.• Youwillreceiveanemailonceoperationhascompleted.• LogintoMarketoandcheckdetailsofoneoftheleadsyouexportedtomakesure

thatfieldsarepopulatedcorrectly.

2. ExportingNamedAccountstoMarketoBeforeExportBeforeexporting‘NamedAccounts’toMarketo,makesurethatyouhaveMarketoABMproductlicense.Pleasereferto“GettingStartedwithABM”inMarketo,https://docs.marketo.com/display/DOCS/Getting+Started+with+ABM.WhenexportingdatatoMarketo,wecanpopulatecustomfieldsaswellasstandardMarketofields.StandardMarketofieldsfor‘NamedAccounts’include:AccountName,Website,Country,City,andState.RefertoMarketodocumentationfortheexactlistofstandardfields.Tocreate‘NamedAccount’fields,goto‘Admin’à‘DatabaseManagement’à‘FieldManagement’à‘NewCustomField’.Choose‘NamedAccount’objectandfillinrelevantdetails:


YouwillbeabletousecustomfieldsacrossallexportsfromMintigo.PleaseconsultMarketodocumentationregardingthebehaviorof‘CustomFields’whenCRMintegrationisinplace(https://docs.marketo.com/display/public/DOCS/Create+a+Custom+Field+for+CRM+Discovery).WetypicallyrecommendcreatingBooleanorStringfieldsforMintigoMIs.IfyouareuncertainaboutdatatypesforparticularMIs,pleaseconsultyourCustomerSuccessManager.‘AccountScore’fieldiscreatedbyclickingon‘Admin’à‘ABM’à‘AccountScoreSettings’à‘Edit’.Forexample:


ExportOperation• LogintoMintigoplatform.• Clickontheaccountbasedmarketyouwouldliketoexport.• Choose‘ExportList’fromthetriple-dotmenu.

• ChoosethelisttoexportandclickonMarketo.

• Youcanoptionallycreatea‘NamedAccountList’andassign‘NamedAccounts’toit.

• Mapthefieldsyouwouldliketoexport.Accountname(APInameis‘name’)isamandatoryfieldduringexportandtheplatformwillnotletyoucontinueunlessthisfieldismappedforexport.

• ForeveryMintigofieldorMIthatyouwanttoexport,chooseanappropriatetargetfieldinMarketo.

Note:WhenexportingnamedaccountstoMarketo,AccountNameisusedtoidentifytheaccountswhencreating/updating.


• Clickon‘Submit’.• Youwillreceiveanemailonceoperationhascompleted.• LogintoMarketoandcheckdetailsofoneofthenamedaccountsyouexportedto

makesurethatfieldsarepopulatedcorrectly:o GotoNamedAccountsDashboardandinspectalistofNamedAccountsthat

youhaveexportedorsearchforoneoftheaccountsthatwereexported.

o ClickintooneormoreNamedAccountsandinspectNamedAccountdetails


3. WebhookConfigurationforRealTimeScoringandEnrichmentofLeadsToembedreal-timescoringandenrichmentofleadsinyourMarketocampaigns,webhookintegrationcanbeused.Webhookintegrationconsistsoftwoparts:configurationinMintigoplatformandconfigurationinMarketo.Oncewebhookissetup,youcanuseitwithinyourcampaigns.ConfigurationinMintigo

• LogintoMintigoplatform.• Clickontheleadbasedmarketyouwouldliketointegratewith.• Choose‘MarketIntegrations’fromthetriple-dotmenu.

• Clickon‘MarketoRT’tabinthe‘MarketIntegrations’screen.• Chooseinputfieldsforenrichment:

o Thesefieldsaregoingtobesentaspartofwebhookrequest.o Fieldsthatwereusedduringmodelcreationaremarkedwithasterisk.We

recommendthatyoumapthemaspartoftheintegrationtoreceivebestpredictionresults.

o ForeachMintigofield,chooseacorrespondingsourcefieldinMarketo.

• ChoosefieldsthatyouwanttosendbacktoMarketo,suchaspredictivescoreand

rankandMintigomarketingindicators.


• Togglethe‘MarketIntegration’.• Clickon‘Save’tosavetheconfigurationinMintigoplatform.

NowweneedtoperformtwoadditionalstepstoeaseconfigurationonMarketoside:

• Clickon‘ViewPayload’buttonandsavethefollowingparametersaside:o ‘APIURL’o ‘RequestPayload’(Copypastethewholecontent,itmightbequitelong.)


• Clickonthe‘DownloadFieldMapping’todownloadaCSVfilethatincludesMarketoAPIfields.Forexample:

ConfigurationinMarketoToconfigurewebhooks,goto‘Admin’à‘Webhooks’à‘NewWebhook’:

• Providewebhooknameanddescription.• Inthe‘URL’field,pastetheAPIURLthatyoucopiedbefore.• ‘Requesttype’is‘POST’.• Inthe‘Template’field,pastetheRequestPayloadcontentthatyoucopiedbefore.


• ‘Requesttoken’encodingshouldbe‘JSON’.• ‘Responsetype’shouldbe‘XML’.• Clickon‘Create’.

Now,clickonthenewlycreatedwebhookandscrollto‘ResponseMappings’section:

Clickon‘Edit’andaddallfieldsthatyouwantpopulatedinMarketo.TheCSVfilethatyouhavedownloadedpreviouslywillhelpyoucreatethismapping.‘ResponseAttribute’shouldbepopulatedwith‘ResponseFieldName’fromtheCSVfile.EachfieldretuningfromMintigoshouldbemappedtoaMarketofield.Inside‘EditResponseMapping’modal,clickon‘Add’inordertoaddfieldstomapping.


Clickon‘Save’tosavewebhookconfiguration.Youarenowreadytousethewebhookinyourcampaigns.Incasemorethanonewebhookisneeded(formorethanonemarket,forexample),usingthe‘Clonewebhook’willallowaneasiersetup.


UsingWebhookinaSmartCampaignSetup:A‘SmartCampaign’isrequiredtocallthewebhookthatwillactivatetheintegration.

Choosewhattriggersthewebhookcall,andpointyoursmartlisttotheMintigowebhook.


TestingtheIntegration:

• Activatethe‘SmartCampaign’.

• Tocheckthetrigger,createanewleadsoitwillactivateoneofthetriggers.o Usually,thisonlyrequiresenteringinformationinoneoftheforms.o After~10seconds,checkleadin‘SmartCampaign’.o Checkactivitylog.

• Checkthescoringafterdataupdate:o Modifylead’stitlefield(forinstance).o After~10seconds,checkleadin‘SmartCampaign’.o Checkactivitylog.

Tochecktheactivitylog,findtheleadinthe‘Results’tabandclickon‘LeadName’togotothe‘ActivityLog’.


Inthe‘ActivityLog’youwillfindthelinesthatshowwhichfieldswereupdated.Lookingattheactivitydetailswillhelpincheckingifthesetupinformationiscorrect.


QuestionsandSupportPleaseconsultyourCustomerSuccessManagerorcontactusatsupport@mintigo.comforquestions.

mintigo integration setup guide v.1.2 - marketo€¦ · • to check the trigger, create a new lead...

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