Getting more data from your attendees has never been more critical. With our built-in Marketo integration, you can gain insights from your attendees before the event begins.
Note: This integration is only available for Scale, Professional, Enterprise, and White Label accounts.
There are three key parts to setting up the Marketo integration:
Configuring the Integration in Accelevents
This step will allow you to connect your Marketo account to Accelevents.
Log in with either your organization or white label account (accessed from the bottom left corner of any event page connected to an Organizer Profile)
Go to the Integrations tab and click Configure under the Marketo logo.
Click New authentication from the pop-up window to log in to your Marketo account.
A window within the pop-up will appear. You will need to enter the following details from your Marketo account:
API endpoint domain
Client ID
Client Secret
You can find the API endpoint domain under the Admin > Web Services tab inside the REST API box in your Marketo account. Ensure you do not include the tail end /rest or /identity part.
In your Marketo account, head to the LaunchPoint tab, select the service you intend to use, and select View Details.
You will find the client ID and Client Secret in the pop-up:
Enter all the keys from the previous pop-up, then click Create. Please ensure there are no extra spaces, it will still accept it with extra space, but your integration will not work.
Click Next on the following page.
Click Finish.
After clicking Finish, the button under Marketo will turn green - click on Enable to finalize the integration.
You can always click the green button again to disable this integration. When you do, the button will turn red.
If you want to redo the process and map additional fields, click on the edit icon.
To link a different Marketo account or reset everything, click on the trash icon to confirm deleting the configuration.
Mapping Default and Custom Question Fields
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to Marketo.
If you want to add new mappings beyond the defaults, go to Settings > Integrations > Configure Marketo. You'll see two lists there - one for Accelevents Fields and one for Marketo Properties. You can set what you'd like for each field with the Add a new Mapping button.
To correctly map questions from your order form to Marketo, make sure to enable the question on both the Ticket Holder order form and the Ticket Buyer order form:
Notes:
If you add custom fields in your order form, they should also appear in the mapping. Just refresh if it doesn't show.
If you're adding the Disclaimer responses to the mapping, select any Marketo Property that is most applicable (e.g., Person Notes)
Testing Your Integration and Accessing Accelevents Attendees in Marketo
Register as an attendee to your event after integrating. All the registered attendees will be added to a new folder in Marketo.
Login to Marketo
Select Marketing Activities
Click the Program_Events folder
Select the event
Click Members
The Members tab will show a list of attendee information copied from Accelevents to Marketo.
An attendee who has not entered the event will show a Registered status.
An attendee who has entered the event will show an Attended status.
The attendee will be removed from the list if a ticket is deleted or refunded.
To ensure that status updates for each attendee, you must follow this status sequence in your channel. The order should be:
Invited
Waitlisted
Registered
Attended
No Show
The number that appears in the Step column should be in ascending order.
To check the sequence:
Click Admin from your Marketo account
Click Tags
Expand Channel
Select Live Event
Open the Attendee's Member Record to See the Activity Log
Important Note: This feature is still in BETA. We’re excited to release this functionality in our public beta. During this phase, we are collecting feedback and working to deliver the perfect command center functionality.
Once an attendee registers for the event post-integration setup, Marketo will log some activities the attendee does in the event, such as:
Register for the event
Register for a session
Check in to the event
Enter a session
Watch the replay of the session
Visit an expo booth
Post a question in an expo booth
Answer an expo booth poll
View a product in an expo booth
Click the CTA button in an expo booth
Schedule a meeting with an exhibitor admin or lead retriever
Join a lounge
Send a connection request to an attendee
Accept a connection request from an attendee
Schedule a meeting with another attendee
Post a comment in the lobby feed
To see this information in Marketo, open the attendee's member record, then click Activity Log.
Frequently Asked Questions
Can I add custom fields from Marketo?
Yes, it's the same as mapping the default question fields.
Make sure to enable the custom question field on ticket buyer and holder order forms.
Will this be linked to all events I have on the Organizer profile?
Yes, as long as the events are under the same organizer profile.
Will attendees who registered before the integration be carried over to Marketo?
No