Marketo data integration setup instructions when using Marketo Registration Option 1.

Marketo Data Integration Setup Instructions:
When Using Marketo Registration - Option 1

If using Marketo form for registration, follow the External Registration process first to send the registrant data from Marketo to ON24 & then setup the Data Integration to send the attendee data back to Marketo. With this option, you can create custom object records for all registrants and update custom object records with attendee activity.

 

Setup Steps:

Step 1: Marketo > Create API Only Role
Step 2: Marketo > Create API Only User
Step 3: Marketo > Create Custom LaunchPoint Service
Step 4: Marketo > Create Custom Object
Step 5: Elite > Create API Credentials for a User
Step 6: ON24 Connect > Configure Integration Service
Step 7: Marketo > Using Custom Objects for Program Membership and Statuses
Step 8: Marketo > Create Custom Field in Salesforce for PEP URL (OPTIONAL) 

Important Configuration Steps:

CONFIGURATION OPTION	SETTING
Elite’s “Login Only” registration setting	Enabled
Create New People	Disabled
Add ON24 registrant data to ON24 Attendee custom object in Marketo	Enabled
Add ON24 attendee data to ON24 Attendee custom object in Marketo	Enabled

Note: To see the other ON24 Marketo Connector data integration setup options, go here.

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Step 1: Marketo> Create API Only Role

To create ON24 specific Role, click Admin on top of the page and select Users & Roles.

Select Roles on top of the page and click New Role.

Add a Role Name and in Permissions, expand Access API.

In the Access API section, include the ‘Read-Write Custom Object’ and ‘Read-Write Person’ and click Save.

 

NOTE: See Create an API Only User Role for more information.

 

Step 2: Marketo> Create API Only User

A new user should be created for the integration. It is valuable to use a dedicated, API Only User to distinguish activity from other API Only Users you may have for other services.

To create ON24 API Only User, click on Users & Roles on the left tab and then click Users on the top of the page.

Click Invite New User.

 

A pop-up window will appear. Add Email, First Name, Last Name and click Next.

Select the role API Only Role and checkbox API Only and click Next.

Click Send in the next window.

The user is created.

Step 3: Marketo > Create Custom LaunchPoint Service

Create a Custom LaunchPoint Service for the Marketo ON24 Connect service to call out to the Marketo API for creating people and custom object records.

To create a Custom LaunchPoint Service, click on Integration on left navigation bar and then click LaunchPoint.

Click New on the top of the page.

A pop-up for New Service will appear. Add Display Name & choose Custom from the drop-down under Service.

Add a Description and select API Only User (refer Step 2) from the drop-down and click Create.

After adding the new service, click on LaunchPoint on the left navigation bar, go to your Service Name (ABC Company Test), and click View Details.

You will see your Client Id, Client Secret and Authorized User.
Copy the Client Id and Client Secret to use in step 6.

Go to Web Services on the left Navigation bar and get the Identity URL (everything before ‘/identity’) to use in Step 6.

NOTE:  See Authentication for more information.
 

 

Step 4: Marketo> Create Custom Object

To create a new Custom Object, click on Admin -> Database Management and then Marketo Custom Objects in left navigation bar.

Click New Custom Object to create a Custom Object.

A pop-up window to Create Object will appear.

Add the below details. Verify that the API Name value is oN24Attendee_c. The API Name must match exactly what is listed below.

• Display Name: ON24 Attendee
• API Name: oN24Attendee_c
• Show in Person Detail: SHOW

Click Save.

A Custom Object (ON24 Attendee) is created.

• personid - Marketo leadId
• eventid - ON24 unique event identifier
• eventuserid - ON24 generated unique identifier for a particular registrant
  • Anyone who successfully registers gets a new eventuserid
• cumulativearchiveminutes - Number of minutes the user attended the archived/on-demand portion of the event
  • Multiple console launches are aggregated into a single number
• cumulativeliveminutes - Number of minutes the user attended the live portion of this event
  • Multiple console launches are aggregated into a single number

After you have added the required fields, go to Custom Object Actions > Approve Object.

 

See Add Marketo Custom Object Link Fields, and Create Marketo Custom Objects for more information.

 

Step 5: Elite> Create API Credentials for a User

The service will make API calls out to your workspace using API credentials generated by an Elite Platform user with Manage Users permission. As a result, provision a new token and name it "Marketo ON24 Connect." 

 

Step 6: Marketo > Configure Integration Service

• Log into the ON24 Platform.
• From the top menu bar, press Platform Tools, and then Integrations.  
• Locate "Adobe Marketo Engage" and press "Configure."

Connection Tab

• The area on the left (green box) reflects information found in the ON24 Platform, whereas the area on the right (red box) reflects information found in your Marketo instance. 

• On the left, select the token name you created in Step 5 and then click Associate Access Token. When successful, a message will indicate that the "Token has been associated."
• Select one of the API Tokens from step 5 from the dropdown and click Associate Access Token.
• On the right, enter Marketo Client Id, Client secret and Identity URL (everything before <'></'>) that was saved in Step 3 and click Test Connection. A validation of the Custom Object definitions will be done. If successful, a "successful connection" message will display. If unsuccessful, feedback will be provided in case of errors.
• Press "Save Changes." A "Save Successful" message will display. This will enable the service to create custom object records for any existing person who attends a webinar in your ON24 workspace.

 

Options

NOTE:  Refer to Configuration options for the different selections based on registration.

 

Follow these configuration settings:

ON24 Attendee Custom Object:

• Add ON24 registrant data to ON24 Attendee custom object in Marketo - Create custom object records for all registrants. Use this if you are collecting registrants through ON24 forms and you want to use the custom object records to trigger program membership for registrants. The service will create the custom object records at registration and then update the records if a person attends a webinar.
• Add ON24 attendee activity to ON24 Attendee custom object to Marketo - Keep this enabled to pass attendee data to the custom object. 

 

Backfill in Marketo:

This feature is useful when you need to import data which existed before the integration was configured for your account. There’s a limit of 31 days per execution.

Notifications:

Select this option if you want to receive email notifications after every sync activity.

After selecting the options, click Save to apply the settings.

Activity

History of service processes. 

 

Step 7: Marketo > Using Custom Objects for Program Membership and Statuses

If you are using Marketo for registration and want to collect registrant records in the ON24 Attendee custom object or are using ON24 for registration, follow the below steps to setup the Smart List.

 

Add Person to Program as "Registered"

Smart List:

• Trigger > Added to ON24 Attendee
• eventid: [add eventid]

Flow:

• Change Program Status
• New Status: Webinar > Registered

          
 

Add Person to Program as "Attended"

Smart List:

• Trigger > ON24 Attendee is Updated*
• Trigger Attribute: cumulativeliveminutes
• New Value: > 0
• eventid: [add eventid]

           

Flow:

• Change Program Status
• New Status: Webinar > Attended

          
 

Add Person to Program as "Attended on-demand"

Smart List:

• Trigger > ON24 Attendee is Updated*
• Trigger Attribute: cumulativearchiveminutes
• New Value: > 0
• cumulativeliveminutes:  0
• eventid: [add eventid]

          

 Flow:

• Change Program Status
• New Status: Webinar > Attended On-demand           

          
          * Contact Marketo to enable "Custom Object is Updated" trigger

 

Add Person to Program as "No Show"

 Smart List:

• Batch > Has ON24 Attendee
• eventid: [add eventid]
• cumulativeliveminutes: empty
• cumulativearchiveminutes: empty                      

          

 Flow:

• Change Program Status
• New Status: Webinar > No Show                   

          

          Tip - Schedule the No Show campaign to run 4-6 hours after the conclusion of the Elite Webinar.

 

Step 8: Marketo> Create Custom Field in Salesforce for PEP URL (OPTIONAL)

Create a custom field in the Salesforce contact and lead objects to sync with Marketo person records. The integration service will push over the ON24 Prospect Engagement Profile URL to the pEPURL__c field in the Marketo person records, which in turn will sync the field to Salesforce.

API Name: pEPURL__c

See SFDC Sync: Field Sync and Prospect Engagement Profile for more information.