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: This integration is only available for Scale, Professional, Enterprise, and White Label accounts.

There are three key parts to setting up the Marketo integration:

  1. Configuring the Integration in Accelevents.

  2. Setting up a Webhook in Marketo.

  3. Testing the Importing of Registrations from Marketo → Accelevents

Configuring the Integration in Accelevents

This step will allow you to connect your Marketo account to Accelevents.

  1. Log in with either your organization or white label account. (can be accessed from the bottom left corner of any event page connected to an Organizer Profile)

  2. Go to the Integrations tab and click Configure under the Marketo logo to begin.

  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

    • 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.

    • 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.

  5. Click Next

  6. 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.

  7. After mapping your fields, 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 whole 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)


Setting up a Webhook in Marketo

  1. Login to your Marketo account, go to Admin > Field Management, then click New Custom Field.

  2. 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

  3. Go to Admin > Webhooks, then click New Webhook

  4. Create a Webhook and ensure it contains the following values:

    • URL: Paste the Marketo Webhook 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.

  5. Create a New Program if you don't have one yet. The easiest way to do this is to register for your event. It will automatically create a new program in Marketo once a ticket is bought. You will find the new program under Marketing Activities > Program_Events. The new program will have the same event name. This will also test if the steps you did above were correct.

    If you don't want to register, you can follow these 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

  6. Next, you will need to create a form for your program.

    • Go to your program

    • Click New > New Local Asset

    • Select Form from the pop-up

    • Enter a name (e.g. Event Form)

    • Click Create

  7. 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.

  8. 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

  9. 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.

  10. 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

  11. 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

  12. After creating the Smart Campaign, go to your Smart Campaign tab on the left side navigation

    1. 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.

    2. Flow

      • Click Flow

      • Drag Add to List and Call Webhook to the center

      • Select the List and the Webhook you previously created.

    3. Schedule

      • Click Schedule

      • Click Edit under Smart Campaign Settings

      • Select every time in the pop-up

      • Click Save

      • Click Activate

With that, you've completed setting up the import of registrations to Accelevents!


Testing the Importing of Registrations from Marketo to Accelevents

  1. 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

  2. Access your website, fill out the form and submit.

  3. Check the Attendees > Orders tab in your Accelevents Admin Console. The new submission should appear there.

  4. Check Event List > People in your program in Marketo. The new submission should appear there.

Did this answer your question?