Our Built-In Marketo Integration
Getting more data from your attendees has never been more important. With our built-in Marketo integration, you can register attendees from a Marketo form and have the data automatically appear in Accelevents.
Note: The integration feature is not available for Free and Starter plans.
Configure the Integration in Accelevents
This step will allow you to connect your Marketo account to Accelevents.
Go to your Organizer Portal by clicking the Manage Organization found on the bottom left corner of any event admin console.
Go to the Integrations tab and click Connect under the Marketo logo to begin.
If you're not seeing the Integrations tab, you'll need to access your Enterprise or White Label Dashboard to see the Integrations tab. Click My Enterprise from the Organizer Portal to take you to your Enterprise or White Label Dashboard, where you should find the Integrations tab.
You can also access the direct Enterprise or White Label Dashboard URL to see the Integrations tab. The URL would look something like this:
3. Click New authentication from the pop-up window.
4. 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
For API Endpoint Domain
Go to Admin > Web Services in your Marketo account
Copy the Endpoint under REST API
DO NOT INCLUDE the tail end
/restpartExample:
https://123-YLU-456.mktorest.com
For Client ID and Secret ID
Go to Admin > LaunchPoint in your Marketo account
Click View Details on the service you intend to use
Copy the Client ID and Client Secret ID from the pop-up
5. Enter all the keys copied from your Marketo account to the pop-up in Accelevents, then click Create.
Please make sure there are no extra spaces, it will still accept it with extra space, but your integration will not work.
6. Click Next
7. After you click Next, you will see a Marketo to Accelevents Public URL. Copy that URL and paste it somewhere because you will use that later for setting up a webhook. Click Finish.
8. After clicking Finish, return to the Integrations tab and wait for the integration to enable. The green button under Marketo will turn red once enabled and connected.
After doing this part, you can now import attendee data from Accelevents to Marketo; we suggest doing a test registration before proceeding to the next steps to see if the integration works. A test registration will create the program event in Marketo, which you'll need in the next step when you create your workflow.
Map Order Form Questions (optional)
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Marketo to Accelevents. If you want other registration information in the data transfer, you can map those fields in the Configure Marketo Mapping menu.
Looping the Order Information to Marketo (optional)
If you want some order information to automatically appear in Marketo after the order is created, you can map these information in the Configure Marketo Mapping menu:
Order ID (this is the order number)
Ticket ID (this is the ticket number)
Ticket Type (this is the ticket name)
Magic Link
Barcode ID
Create a Workflow in Marketo
After connecting the integration, a workflow must be created in Marketo to import attendees. This workflow will specify what conditions will trigger the data transfer. In this workflow, attendees will be registered to the event if they have this specific criteria:
They registered through a Marketo Form
They are added to a specific Marketo List
They have the correct event API Key in their record (to determine which event they will registered to)
They have the correct Ticket Type Id in their record (to determine which ticket type to assign to them)
But before creating the flow, a couple of steps must be done to make the flow work.
Note: Only 1 attendee (ticket) will be in an order. If they buy multiple tickets, these will appear in separate orders in Accelevents.
PART 1: Create Custom Fields
In this part of the setup, you will create 2 fields: the API Key field and Ticket Type Id field. These fields are essential because the information inputted in those fields will trigger the import.
Note: The field name and api name must be exactly as indicated in this documentation for the integration to work.
Login to your Marketo account, go to Admin > Field Management, then click New Custom Field.
Create 2 new custom fields for API Key and Ticket Type Id
Custom Field 1 - API Key:
Object: Person
Type: String
Name: API Key
API Name: this will automatically populate once you add a name
Custom Field 2 - Ticket Type Id:
Object: Person
Type: Integer
Name: Ticket Type Id
API Name: this will automatically populate once you add a name
PART 2: Create a Webhook
In this part of the setup, you will be creating a webhook. Prepare the Marketo to Accelevents Public URL you copied earlier in the integration setup.
Go to Admin > Webhooks, then click New Webhook
Create a Webhook and ensure it contains the following values:
URL: Paste the Marketo to Accelevents Public URL you copied in the previous step.
Request type: POST
Template:
lead_id={{lead.Id}}&api_key={{lead.api_key}}&ticket_type_id={{lead.ticketTypeId}}Request Token Encoding: Form/Url
Response type: JSON
Click Create.
PART 3: Create a Program
The program event is automatically created when a registration is done in Accelevents after the integration is turned on. In the previous step, we asked you to do a test registration to trigger the creation of the program event. Check under Marketing Activities > Program_Events if the new program has been created with the same event name.
If you want to create the program manually, follow the steps below.
Go to Marketing Activities
Click the Program_Events folder
Click New
Click New Program
Enter the New Program details, then click Create.
Campaign Folder: Program Events
Name: enter the name of your event
Program Type: Event
Channel: Live Event
AAA: Test
Test tag: aa
PART 4: Create a Form
In this workflow, we want to collect registrations from a Marketo Form and when they register through the form, they will be added to a list in your program event.
Create a Form under Your Program Event
Go to your program
Click New > New Local Asset
Select Form from the pop-up
Enter a name (e.g. Event Form)
Click Create
Add the Form Fields
Once you click Create, it will open a new tab where you can edit your form. You have to design a form with these mandatory fields:
First Name
Last Name
Email Address
Ticket Type Id
API Key
If you want to add other fields then you can. Do not save it yet, you will need to get your API Key and Ticket Type Id then paste in it there.
Copy the API Key and Ticket Type Id from your Accelevents Admin Console
Go to Settings > Integrations
Enable Tray Integration
Select the Ticket Type. This may take some time to load. If it does not load, move to another tab then go back to the Integrations tab.
Copy both keys generated on the right side
API Key is the one on top
Ticket Type Id is the one below
Go back to your Marketo form editor page to paste in the Ticket Type Id and API Key
Click the Ticket Type Id field
Change the Field Type to Hidden
Click Edit on Autofill
Paste the Ticket Type ID in Default Value
Click Save
Do the same for API Key
Click Finish, Approve and Close when you're done.
The API Key and Ticket Type ID are added to the form so that when the attendee's record is created in Marketo, those fields will have those values. It's important that the values are in their record because this will determine and trigger to which event they will be registered and which ticket type to assign to them.
PART 5: Create a List
After an attendee registers through the form, we need to add them to a list. Go back to your Marketo account and create a new list.
Go to Marketing Activities
Look for the program you created
Click New > New Local Asset
Click List
Enter a name (e.g. Event List)
Click Create
PART 6: Create a Smart Campaign
The Smart Campaign is your workflow that will instruct Marketo to add registrants that signed up through the form as attendees in Accelevents.
Create a smart campaign for your program
Click New > New Local Asset
Click Smart Campaign
Enter a name (e.g. Event SMart Campaign)
Click Create
After creating the Smart Campaign, go to your Smart Campaign tab on the left side navigation
Smart List
Click Smart List
Drag Fills Out Form from the right side to the center
Select the form which you have created in the previous steps.
Flow
Click Flow
Drag Add to List and Call Webhook to the center
Select the List and the Webhook you previously created.
Schedule
Click Schedule
Click Edit under Smart Campaign Settings
Select every time in the pop-up
Click Save
Click Activate
That's it! You're done creating your workflow!
The next step is to test if you can import attendees from Marketo to Accelevents!
Test the Importing of Registrations from Marketo to Accelevents
Embed the Marketo form to your website
Go to Marketing Activities
Look for your event under Program_Events
Click the arrow on your event then select Event Form
Click Form Actions
Click Embed Code
Copy the code from the pop-up
Paste the code to your website
Access your website, fill out the form and submit.
Check the Attendees > Orders tab in your Accelevents Admin Console. The new submission should appear there.
Check Event List > People in your program in Marketo. The new submission should appear there.
Edit the Marketo Integration
If you want to edit the existing integration, click Edit from the integrations page, and it will take you back to the step where it asks you to click "New Authentication" (step 3).
Disconnect the Marketo Integration
If you want to uninstall the integration, click the red Disable button, then click the 3 dot menu in the Marketo tile on the integrations page within Accelevents, then click Uninstall. Once it's disconnected, you can connect a Marketo account from scratch.
