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Sync Data to Marketo
Sync Data to Marketo
Updated over a week ago

Marketo is a marketing automation platform that enables marketers to manage personalized multi-channel programs and campaigns to prospects and customers.


webinar.net supports syncing data to Eloqua post webinar as well as creating registrants with data sent from Eloqua via a Webhook. Click here to learn more.


Set up REST API access

First of all, open the webinar that you need to set up the integration, then click on Integration from the left menu. Select the Sync Data to Marketo tab. Enter the Marketo REST API access information, as shown in the example below.

After clicking Save, the hyperlink Change appears next to Marketo REST API Access allowing you to update your information at anytime.

How to find REST API access information

You will need admin access on Marketo side to view the REST API access. Once you log into Marketo as admin, click on Admin from the top menu. Then, click on Web Services under the Integration from the left side menu.

Go to the bottom of the Web Services page, you will see the REST API Endpoint and Identity URLs.

Then, click on LaunchPoint from the left menu, then find the service you want to use for integration. If it does exist, click New Service to add a new one (see below).

Select Custom for the Service field and then fill in the rest of the fields.

Once the service is created, click View Details to get the Client ID and Client Secret.

Set up mappings

To sync registrants and their activities to Marketo, you will need to set up Field Mappings and Activity Mappings.

Set up field mappings

Update the fields as shown in the example below:

With the ability to add additional fields.

Set up activity mappings

Specify the mappings between the activities and Marketo's Custom Activities. A description of required attributes for each activity is displayed so there's no need to refer to a guide document to see these attributes. Click View Attribute for additional information.

If activities syncing is not required, you can use the Disable Activity Sync switch to turn it off.

Filter registrants

You can use filters to only sync matched registrants to Marketo or exclude matched registrants from being synced over.

View sync tasks and status

Select View Details to see the detailed information of each task, including the field mappings, activity mappings, registrant filters, as well as any failure messages.

Sync Task Details - Completed

Sync Task Details - Failed

Auto & manual sync

The sync between webinar.net and Marketo can be automatic or manual, and the sync can be disabled or enabled at anytime.

For Live webinars, the data sync happens after the Live webinar schedule has ended and it will only happen once. For On-Demand webinars the data sync happens daily at midnight.

A manual sync can be performed at anytime by clicking on Start New Sync.

How to sync poll activities

There are two ways to sync audiences' poll activities.

  • Use activity sync

  • Use custom object with field mappings

Use activity sync

With activity sync, audiences' poll activities can be synced over to Marketo as Custom Activities by check the Submit Poll Response.

With activity sync, you can sync poll title and response submission date to Marketo. If you want to also sync audiences' poll responses, you need to use custom object.

Use custom object with field mappings

Go to Field Mappings and click + Add Marketo Custom Object. Type in pollAnswer_c as the name (you can choose other names as you see fit.) Then, click + Add Field Mapping to open the dialog window.

Note: If you do not see Poll Field in the Field Type selector, make sure to add Polls from the Presenter Console first.

Once Poll Field is selected, you should be able to see all the available poll fields.

Generic poll fields

The following poll fields are generic.

  • Poll ID

  • Poll Title

  • Poll Answer

  • Poll Answer ID

  • Poll Answered Date

With the presence of one of these fields, webinar.net will pull all the poll responses of matched registrants and create rows for each response. For example, the following are the four poll responses of two matched registrants:

Audience

Poll ID

Poll Title

Poll Answer

Poll Answer ID

Poll Answered Date

John Doe

5f0c215b3bbcefe28ac28844

Poll Title 1

Poll Option 1

608d124b481ad4f2dee42e38

2023-05-09T05:29:07.293+00:00

John Doe

61b5fdd7ab637db8a0f3f075

Poll Title 2

Poll Option A

61b5fdd7ab637db8a0f3f07d

2023-05-09T09:41:03.591+00:00

Jane Doe

5f0c215b3bbcefe28ac28844

Poll Title 1

Poll Option 2

61b5fdd7ab637db8a0f3f074

2023-05-09T10:55:15.171+00:00

Jane Doe

61b5fdd7ab637db8a0f3f075

Poll Title 2

Poll Option B

61b5fdd7ab637db8a0f3f07f

2023-05-09T11:11:47.837+00:00

By adding generic poll fields into the mapping, webinar.net will send all the four poll responses to Marketo.

Specific poll fields

In the screenshot above, the following poll fields are of specific polls.

  • Poll #1

  • Poll #2

Please note that Poll #1 is the title of a specific poll. The same for Poll #2. If the title of your poll is This is the first poll. Then, you will see the dropdown menu like the following:

With specific poll fields, webinar.net will only send the responses of specified poll to Marketo. For example, when you add poll field This is the first poll to field mappings, with the following data, the responses of Second poll will not be sent to Marketo.

Audience

Poll ID

Poll Title

Poll Answer

Poll Answer ID

Poll Answered Date

John Doe

5f0c215b3bbcefe28ac28844

This is the first poll

Poll Option 1

608d124b481ad4f2dee42e38

2023-05-09T05:29:07.293+00:00

John Doe

61b5fdd7ab637db8a0f3f075

Second poll

Poll Option A

61b5fdd7ab637db8a0f3f07d

2023-05-09T09:41:03.591+00:00

Jane Doe

5f0c215b3bbcefe28ac28844

This is the first poll

Poll Option 2

61b5fdd7ab637db8a0f3f074

2023-05-09T10:55:15.171+00:00

Jane Doe

61b5fdd7ab637db8a0f3f075

Second poll

Poll Option B

61b5fdd7ab637db8a0f3f07f

2023-05-09T11:11:47.837+00:00

Generic poll fields cannot be used together with Specific poll fields (see below).

Poll response field mapping example

The following is a custom object field mapping example to sync poll responses.

It matches with the following Poll Answer custom object on Marketo side.

Important: Make sure to add Poll Answer ID as Dedupe Field.

Its fields look like the following:

The following field are NOT mandatory. They are added only for demonstration purpose.

  • Email Address

  • First Name

  • Last Name

  • Webinar ID

  • Webinar Title

For further assistance, contact us through chat or send us an email at support@webinar.net.

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