Accelevents and Marketo Field Mapping
Aside from exporting or importing the attendee's name and email address in the Accelevents-Marketo integration, you can also include other order form fields in the data transfer by adding the fields to the mapping configuration.
If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into Marketo.
Important Notes:
If you have multiple events, you'll need to set the mapping for each event.
Mapping should carry over to duplicated events, event templates and events created through event templates.
If the integration is disabled and uninstalled, the mapping will go back to default (only name and email) when the integration is reconnected.
We can only map to text, number, phone number, date picker, and dropdown / picklist Marketo fields. It will not work if the Marketo field is a radio button, checkbox, etc.
You can map Accelevents conditional questions, the main question and the subquestions must be mapped to separate text fields.
The dropdown/ picklist values should always match in both platforms for it to work.
Step 1: Map the Accelevents and Marketo Fields
Once the Accelevents-Marketo integration is enabled, click the Configure button from Settings > Integrations in your admin console to get to the Configure Marketo Mapping menu.
By default, only the attendee's name and email are included in the data transfer. To include more information in the data transfer, specify which Accelevents fields should sync with Marketo fields.
Click Add a New Mapping
Select the Accelevents field on the left column
Select the Marketo field on the right column
Click Save when you're done adding all the field mapping.
The Accelevents Fields dropdown will show all the order form fields, even custom fields. The Marketo Properties dropdown will show all the fields available in Marketo.
If you can't find a matching Marketo field for the Accelevents field (e.g., disclaimer or social media links), select the most applicable field or create a new property or field in Marketo.
We can map to these Marketo fields:
Text
Number
Phone Number
Date picker
Dropdown / picklist - the values in Accelevents and Marketo should be identical
Step 2: Select the Update Policy
The third column in the mapping menu allows you to customize the behavior when updating the fields in Accelevents. These are the choices:
Notes:
The update policy applies to data coming from Accelevents. This does not apply to data coming from Marketo to Accelevents.
For multiple-choice/string, we recommend using the "Always Append" policy as the other policies do not work when updates are made in the existing order. We are improving this feature, stay tuned for updates.
Update Policy | Behavior |
Always update | When the field is updated in Accelevents, the field will also update in Marketo |
Do not update | When the field is updated in Accelevents, it will not update in Marketo |
Do not update if the source is empty | When the field is updated in Accelevents as a blank field, it will not update it as blank in Marketo. The existing data in Marketo will not be replaced as blank. |
Update if target is empty | When the field is updated in Accelevents and the Marketo field has data, it will not update the Marketo field. |
Always Append | When there is data in the Marketo text or string field, and new data is coming from Accelevents, it will not replace the old data, instead, the new and old data will be semi-colon separated. |
For name and email address, these are the default settings below, but you can change it. After selecting the Update Policy for each field, click Save.
Step 3: Activate the Order Form Fields for the Ticket Holder
The next step to ensure that the data transfer will work is to activate the order form fields for the ticket holder.
Go to Registration > Order Form
Go to the Ticket Holder tab
Activate the field by turning on the toggle.
Once you have everything in place, you can test whether the mappings work by registering for the event. If you have a Marketo to Accelevents integration, the data transfer should also work if you have the correct webhook setup.
Notes:
If you're mapping hidden fields, the fields must also be set to Active.
If you're not seeing the Ticket Holder fields in the orders tab, click enable ticket holder and turn on the toggle to Collect both ticket buyer and ticket holder information
The mapping will also work if you're collecting the Ticket Buyer information only. Use this only if you are allowing 1 ticket per order.
Auto-Generated Data Mapping
Aside from mapping the order form fields, you can also map auto-generated data from the attendee's order, such as the order number, ticket number, ticket name, QR code, and tracking link used.
Updating Fields in Accelevents
Collect Both Ticket Buyer and Holder Information Setting
When the ticket holder order form field answers are updated in the order, it will also update in Marketo. Clicking the "Update" button in the Ticket Holder Information pop-up will trigger the update in Marketo.
Collect Ticket Buyer Information Only Setting
If you're collecting the ticket buyer information only, clicking the update button in the Ticket Buyer Information will not update the information in Marketo.
The information must be present in both the ticket buyer and holder fields, and the update button must be clicked in the holder information for it to update in Marketo.
If you're not seeing the fields in the holder information, you may need to activate those fields in the ticket holder settings, just like in Step 2, then when you're done, turn on the "Collect ticket buyer information only" toggle again.
Default Record Creation and Updating Rules
Rules For New Registrations in Accelevents
1. New Record Creation Rules
A new record is created if no record has the same email address as the ticket holder.
All mapped fields will be included in the new record.
The new record will be added as a marketing activity member.
A record will not be created for the ticket buyer if the ticket buyer differs from the ticket holder.
2. Updating Existing Contact Rules
An existing record is updated if the record has the same email address as the ticket holder.
The mapped data will be updated based on your selected Update Policy.
The updated record will be added as a marketing activity member.
If the ticket buyer already has a record in Marketo, the record will not be updated with the ticket buyer's information.
Rules For Updating Registrations in Accelevents
Note: If only BUYER data is collected, the information that would carry over to Marketo is the data from the BUYER information. This will only update in Marketo after the update button is clicked in the HOLDER information.
When the update button is clicked in the ticket holder information in the Order (by admin) or in My Registrations (by attendee), the Marketo fields will be updated based on the selected Update Policy for those fields, even if no changes are made (as long as the button is clicked).
Note that it will only update in Marketo if the changes were made directly in the Order or in My Registrations. If the attendee updates their profile information (hub, app, or My Profile), it will update the order, but it will not update in Marketo as the updates were not directly done in the Order or My Registrations.
Rules For Updating the Marketo Record After Importing to Accelevents
The order in Accelevents will not be updated if changes are made in Marketo.