Marketo Data Shield Setup Guide

Transcription

1 Marketo Data Shield Setup Guide Marketo Data Shield Setup Guide Page 1 of 20

2 Marketo Integration Diagram Webhooks Company Names Data Shield Admin Panel New Record 4 Case? Periods? Convert to proper case Remove R Commas? Single space after Hyphens? Do nothing 5 Names URLs or other CRM 1 A new prospect is created in Marketo. 3 RingLead transforms the data values as specified in your Data Shield settings. 4 The updated field values are sent back to Marketo. 2 The Marketo prospect flows through the RingLead Webhook. Per your settings, First and Last names are changed to proper case, job titles are adjusted, state and country codes are applied, and more! 5 A Marketo flow step can be added to sync changes back to Salesforce or another CRM Marketo Data Shield Setup Guide Page 2 of 20

3 Pre-Setup Tasks Log in to RingLead s Client Portal at RingLead Login Username Password Login or press Enter Click on the Web-to-Lead tab Home Unique Upload Web-to-Lead Uniqu Choose the appropriate Script from the drop down and select the Go button. Unique Web-to-Lead for RingLead Unique Web-to-Lead (fo Automate Lead Scoring, L View the Quickstart Guide Select a web form script: Contact Us form Go Marketo Data Shield Setup Guide Page 3 of 20

4 Set up your connection to Salesforce by providing your Salesforce Username and Password General Information Is this your first time using Unique Web-to-Lead? View the Quickstart Guide Description: Salesforce Username: Web Form Script #1 Declone Web-to-Lead Script (1) A description of the web forms processed by this web form script. Example: Website marketing forms Login successful. User is valid. Example: username@company.com (enter the Salesforce login Username above, typically a Marketing User or System Administrator profile) Salesforce Password: Link to Salesforce Sandbox: This Web form script is NOT configured to be connected with a Salesforce Snadbox organization. Learn how to point this to a Salesforce Sandbox Form Action URL: Update the field actions to obtain the form action URL (View the Quickstart Guide) Update After a successful attempt, you will see the Login Successful, message and you can continue to setting up the Marketo portion.` Navigate to near the bottom of the page under Partner Integration and select the Get Started with Marketo Integration Partner Integrations Automation and Lead Manage Using RingLead de-duplication tools in further streamline their management Get Started with Eloqua Integration R Automation and Lead Manage Using RingLead de-duplication tools in further streamline their management Get Started with Marketo Integration Marketo Data Shield Setup Guide Page 4 of 20

5 Set up your Marketo API Connection Connect to your Marketo Instance by filling in the form below on RingLead s website. Marketo API Connection Login to Marketo > Admin > Integration > SOAP API SOAP endpoint Copy and paste the following fields from Marketo Admin: Access Status (be sure this is Active) User ID Encryption Key Verify Marketo Connection You can find the details to fill into the above form after you have logged into Marketo and navigated to the Admin section. Donato Diorlo Admin My Marketo Marketing Activities Design Studio Lead Database Analytics R Web Services Find Web Services Manage Web Services API Call Information Daily Request Limit: Requests in the Last 7 Days: SOAP API Endpoint: Access Status: Status Reason: User ID: Encryption Key: Active broadlock 61.mktoapi.com/soap/mktows/2_4 SOAP API documentation: Save Changes REST API Endpoint: Identity: REST API documentation: Marketo Data Shield Setup Guide Page 5 of 20

6 After you have filled in the values and clicked Verify Marketo Connection, you re ready to activate the Data Shield Learn more about Marketo integration with RingLead Marketo API Connection Your Marketo Connection is Verified Change Marketo Connection Data Shield Webhook Enforce data standards with Data Shield. Complete the Data Shield for Marketo setup process using the Data Shield License Key below. Return to RingLead to complete the setup of your RingLead Web-to-Lead Marketo webhook. Contact RingLead for your Data Shield License Key Once you have the Data Shield License Key, click Activate Data Shield below. Activate Data Shield Clicking the Activate Data Shield button will launch a new window with the Broadlook Client Portal Broadlook Client Portal Sign in using Broadlook License Key Show more options Marketo Data Shield Setup Guide Page 6 of 20

7 Click on the Broadlook License Key button, and paste in the Key provided by RingLead. After Activated, you will see a screen like this (actual values have been blacked out here to preserve security for this customer): Broadlook Client Portal Home Data Shield for Marketo Administrator Company Name Broadlook Contact Name Broadlook VirtualDesk Contact Title Contact Phone Contact ddiorio@broadlook.com Marketo Connection Copy and paste the following fields from Marketo > Admin > Integration > SOAP API SOAP Endpoint User ID Broadlook Encryption Key 61 /soap/mktows/2_4 Broadlook Data Shield Product Key M35 EULA I have read and agree to the terms and conditions Register 1. Fill out the remaining fields on the left. 2. Verify that the fields on the right look correct. They should match the data you just provided. 3. Click Register * It may take a few minutes to register Marketo Data Shield Setup Guide Page 7 of 20

8 Set up the Marketo Webhook Step 1 - Click on Setup Normalization Rules to set up your Normalization settings Company Broadlook Marketo User ID ringleaddev1_ e94ab8d154 Set up Normalization Rules Set up the Marketo Webhook You will see a screen like this: Scheme: Broadlook Corporate CUSTOM (enforced) Enforce Scheme used at Broadlook corporate office. Rename Delete Share Print - Company names Case Convert tp proper cas Periods Commas Hyphens Leading The Remove Remove Remove Move to end Phrade: and Company Convert to & Compa Phrase: and Convert to & Before After Each field has various options you can set to handle specific examples. You can choose as few or as many options as you like. When complete, Save and click on Enforce to make sure your Scheme settings take effect. Marketo Data Shield Setup Guide Page 8 of 20

9 Step 2 - Setup the Marketo Webhook inside of Marketo Log in to Marketo and create a new Marketo Webhook In Admin, navigate to "Webhooks" in Marketo, and click on Create New Webhook.. Donato Diorlo Admin Community My Marketo Marketing Activities Design Studio Lead Database Analytics R Web Services Find New Webhook Webhooks Actions Find... Webhooks No Webhooks found Create Marketo Data Shield Setup Guide Page 9 of 20

10 Copy and paste the Webhook Name: Broadlook Data Shield Copy and paste the Description: Normalizes Fields New Webhook Webhook Name: Description: URL: * * Insert token Copy and paste the URL: shield/normalize2 Request Type: * POST Template: Insert token Select the Request Type: POST Request Token Encoding: None Response type: None Cancel Create Copy and paste the Template 1 { "uid" : "xxxxx", "contacts": [{ "FirstName": {{Lead.First Name:default=}}, "LastName": {{Lead.Last Name:default=}}, "CompanyName": {{Company.Company Name:default=}}, "JobTitle": {{Lead.Job Title:default=}}, "Address": {{Lead.Address:default=}}, "City": {{Lead.City:default=}}, "State": {{Lead.State:default=}}, "Website": {{Company.Website:default= }}, "Phone": [ {{Lead.Phone Number:default=}}, {{Lead.Mobile Phone Number:default=}}, {{lead.fax Number:default=}} ], "RecordType": "Person" }] } Marketo Data Shield Setup Guide Page 10 of 20

11 New Webhook Webhook Name: Description: URL: * * Insert token Request Type: Template: * POST Insert token Select the Request Token Encoding =JSON Select the Response Type = JSON Click Create Request Token Encoding: Response type: None None Cancel Create Select Broadlook Shield webhook in the right menu. Go to Webhooks Actions in the top menu, then to Set Custom Header Marketo Data Shield Setup Guide Page 11 of 20

12 Click Add Copy and paste the Header Content-Type Set Custom Header Add Remove Copy and paste the Value application/json Click Save Header Value Cancel Save Select Broadlook Shield Webhook in the right menu. Click Edit in the Response Mappings area. Response Mappings Edit Response Attribute Marketo Field Edit Response Mapping Add Remove Response Attribute Marketo Field Marketo Data Shield Setup Guide Page 12 of 20

13 Click Add and Copy and paste the Response Attribute - [0].CompanyName[0] Copy and paste the Marketo Field Company Click Add, and Copy and paste the Response Attribute - [0].FirstName[0] Copy and paste the Marketo Field FirstName Click Add, and Copy and paste the Response Attribute [0].LastName[0] Copy and paste the Marketo Field LastName Click Add, and Copy and paste the Response Attribute [0].JobTitle[0] Copy and paste the Marketo Field Title Click Add, and Copy and paste the Response Attribute [0].Phone[0] Copy and paste the Marketo Field Phone Click Add, and Copy and paste the Response Attribute [0].Phone[1] Copy and paste the Marketo Field MobilePhone Click Add, and Copy and paste the Response Attribute [0].Website[0] Copy and paste the Marketo Field Website Click Add, and Copy and paste the Response Attribute [0].City[0] Copy and paste the Marketo Field City Click Add, and Copy and paste the Response Attribute [0].State[0] Copy and paste the Marketo Field State Click Add, and Copy and paste the Response Attribute [0].Address[0] Copy and paste the Marketo Field Address Marketo Data Shield Setup Guide Page 13 of 20

14 The Response Mapping window should end up looking very similar to the window below. If so, you are all set and can hit the Save button. Edit Response Mapping Add Remove Response Attribute [0].Address[0] [0].State[0] [0].City[0] [0].Website[0] [0].Phone[0] [0].Phone[0] [0].JobTitle[0] [0].LastName[0] [0].FirstName[0] [0].CompanyName[0] Marketo Field Address State City Website Phone Phone JobTitle LastName FirstName CompanyName Save Cancel 1 Customized Marketo fields can be substituted for the default fields listed. For example, if you have created a custom field for first name called firstname.marketo, you would use that instead of the FirstName. Congratulations, the Webhook should now be setup. Marketo Data Shield Setup Guide Page 14 of 20

15 Set up the triggers to run your new Data Shield Webhook To set up the Webhook process to run on new or changed leads, The Data Shield webhook must be placed into two separate Marketo Smart Campaigns. To Normalize and Protect New Leads- Navigate to the existing the Send Lead to RingLead Smart Campaign in the RingLead Processing program. (If not using the RingLead Processing, see NOTE below). Add the webhook to the Send Lead to RingLead flow, just before the RingLead Web-to-Lead webhook is called, per screen shot below. My Marketo Marketing Activities Design Studio Lead Database Analytics Send Lead to RingLead Smart List Flow Schedule Results New Campaign Actions View Campaign Members Collapse All Expand All 1 - Call Webhook Webhook: Data Shield Add Choice 2 - Call Webhook Webhook: RingLead Web-to-Lead Add Choice Marketo Data Shield Setup Guide Page 15 of 20

16 NOTE: If you are not using the RingLead Processing, then create a new Program in your Data Management folder called Data Normalization. Create a new Smart List with Lead is Created as the trigger. Add Call Webhook (Broadlook Data Shield webhook) as the flow step. Schedule to run every time, and Activate the scheduler. To Normalize Modified Marketo Leads- Another Smart Campaign should be created in the RingLead Processing program, or in the Data Normalization program created above if you are not using RingLead Processing. New Smart Campaign + Name this Smart Campaign: Normalize Modified Leads Program: Name: RingLead Processing Normalize Modified Leads Fill in the Description: As leads change, send to Broadlook Data Shield to normalize Description: As leads change, send to Broadlook Data Shield to normalize Click Create CANCEL CREATE Navigate to the Smart List area for your Normalize Modified Leads Smart Campaign Normalize Modified Leads Smart List Flow New Campaign Actions View Campai Use ALL filters Collapse All Expand All Marketo Data Shield Setup Guide Page 16 of 20

17 Click and add a Trigger on the right side for Data Value Changes Set the Attribute to Company Name Data Value Changes Add Constraint Attribute: Select Attribute... Birthdate Company Name Repeat these steps to add a trigger for First Name Repeat these steps to add a trigger for Last Name Repeat these steps to add a trigger for Title Repeat these steps to add a trigger for Phone Number Repeat these steps to add a trigger for Mobile Phone Number Repeat these steps to add a trigger for City Repeat these steps to add a trigger for State Repeat these steps to add a trigger for Address Marketo Data Shield Setup Guide Page 17 of 20

18 When completed, you should have a list much like below: My Marketo Marketing Activities Design Studio Lead Database Analytics Normalize Modified Leads Smart List Flow Schedule Results New Campaign Actions View Campaign Members Use ALL filters Collapse All Expand All Attribute: Company Name Add Constraint Data Value Changes Attribute: First Name Add Constraint Data Value Changes Attribute: Last Name Add Constraint Data Value Changes Attribute: Title Add Constraint Data Value Changes Attribute: Phone Number Add Constraint Data Value Changes Attribute: Mobile Phone Number Add Constraint Data Value Changes Attribute: Website Add Constraint Marketo Data Shield Setup Guide Page 18 of 20

19 Go to the Flow step and add Call Webhook, and choose the Data Shield webhook. My Marketo Marketing Activities Design Studio Lead Database Analytics Normalize Modified Leads Smart List Flow Schedule Results New Campaign Actions View Campaign Members Collapse All Expand All 1 - Call Webhook Webhook: Data Shield Add Choice Activate your new Smart Campaign and set the schedule to run every time. Triggered Campaign Schedule Campaign Status: Inactive Smart List Mode: Triggered Smart Campaign Settings If lead has been in this Smart Campaign before Each lead can run through the flow once if lead has reached the communication limits Ignore limit Activate Edit Qualification Rules Qualification Rules determine how many times each lead can run through the Smart Campaign flow Run each lead through the campaign flow: only once once every every time Days If lead is over communication limits Block non-operational s Cancel Save Congratulations! Marketo data is now protected by Broadlook Data Shield! Marketo Data Shield Setup Guide Page 19 of 20

20 Frequently Asked Questions I am using the Spark version of Marketo and do not see API details to configure. Marketo s spark version does not support API integration, and will not work with the Ringlead Data Shield. To take advantage of this integration, you need to have standard level or above. I have custom Marketo fields, will Data shield protect those or just the default fields Marketo provides? Data Shield can normalize and protect custom fields, but you will need to customize your payload template to pass and accept your different values I work with international data such as phones, will Data Shield help clean that? Data Shield currently only works with US formatted phones and addresses. If you have a large number of non- US data, you may wish to remove those fields from your payload and return mapping of the Marketo Webhook. Marketo Data Shield Setup Guide Page 20 of 20