Send Registrations From Zuddl to Marketo
An event-level integration is required to sapass all event-specific user data captured by Zuddl to Marketo. For this, a Marketo program should be created to receive all event-specific data on Marketo.
Prerequisite - Create a program on Marketo
To create a new program,
- On your Marketo dashboard, go to Marketing Activities.
- Under Marketing Activities tab, click New Program.
- In the New Program form, enter the following:
- Campaign Folder: Select the appropriate folder for the program.
- Name: Enter a suitable name for the program, say “Acme Events”.
- Program Type: Select Event. This step is critical to the working of this integration.
- Channel: Select a channel as per your requirements.
Description (Optional): Enter a brief description.
- After you’ve completed the form, click Create. This creates a new program on Marketo.
On the program details page, copy the program Id (numerals between ME and A1) from the URL. For example, if the original program Id is ME1234A1, copy just the numbers in the middle. This program Id is used to connect the program with a Zuddl event.
- Inside the Zuddl dashboard, go to the connected event then inside event setup, go to Integrations.
On the Marketo card, click Customize on the Export section to configure the event-level settings. The Export section shows a Disabled status before turning on the integration.
Under the Program ID tab, select the Use program ID option to paste the program ID copied from the program URL in Step 5. This establishes the connection to your Marketo account.
Alternatively, if you’ve added a base program during installation, you can select the Use base program settings option. This is a one-time setting. Learn how to add a base program.
Enter Name: Name of the program. The program name should be unique across your Marketo account.
Campaign folder: Select/change the folder path of the program based on your folder structure. This is fetched directly from Marketo.
Program type: The type of program as specified during the installation. This must be Event. This option is uneditable as it is fetched directly from Marketo based on your program settings.
Channel: Select Live Event from the dropdown. This is fetched directly from Marketo based on your program settings.
Description: Brief description of the program
Click Save & next.
Under the Custom Activities tab, toggle all the attendee activities you wish to receive in your Marketo Program.
Program member status mapping
- The channel type for both programs are the same: In this case (usually in base programs), the event-level status mapping would be the same as in the org-level. You can however choose to edit (override) the mapping.
- The channel type for both programs ID are the different: In this case, a updated mapping is required.
To map other statuses:
- Click +Add status button.
- Select a Zuddl status you want to map.
- In the Program member statuses column, choose an suitable status from the dropdown. The status fields are auto-populated from your account.
Capture attendance type
- Click Split categories
- The Attended status will be as shown below:
You can click on Merge categories, if you wish to view the Attended status as one.
Events/Webinar - Custom Activity
Events | Webinars |
---|---|
Lead custom field mapping
- Select a custom field in the Zuddl registration fields dropdown.
Choose a suitable Lead field from the Lead fields dropdown.
You can map multiple Zuddl registration fields to a single Marketo Lead field. This is useful if there are multiple registration flows for your event. Learn how to create registration flows. - Choose a Field update policy
- Do not update: This option does not pass the Zuddl field value to the mapped Marketo field. Note: Only updates made to the field won’t be passed, Leads will still be created.
- Always update: This option always passes the Zuddl field value to the mapped Marketo field.
- Do not update if source is empty: If the Zuddl field value is empty, this option does not pass the value of the Zuddl field to the mapped Marketo field.
Only update if target is empty: If the Marketo lead field value is empty, this option passes the Zuddl field value only in this case.
Click +Add field to add map more fields in the same way.
Click Save & next.
Note: The disabled field mappings are the org-level field mapped and shown here for reference.
Map lead capture fields at the lead-level
- Under the Lead capture fields tab, map the fields that you have configured for your lead capture app. Learn how to add fields to the lead capture app.
- Under the Lead capture fields dropdown, select the required Zuddl field to map.
- Similarly, choose a suitable Marketo Lead fields.
- Select a Field update policy.
- Click Save & next. Similarly, add more fields as required using +Add field button.
Program member custom fields
- Select a custom field in the Zuddl registration fields dropdown. The integration allows passing the following fields for all registration at the program member-level apart from registration fields
- Ticket type: The name of the ticket tier created in Zuddl for ticketed event.
- UTM Parameters: Urchin Tracking Module data(UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, and UTM Id)
- Ip data (Ip City and Ip Country): Ip details
Attendee Type: This fields is useful for onsite events to distinguish between Virtual and In-person attendance.
- Choose a suitable Program member field from the Program member fields dropdown.
You can map multiple Zuddl registration fields to a single Marketo Lead field. This is useful if there are multiple registration flows for your event. Learn how to create registration flows. - You can control the sync action for each field by choosing a Field update policy.
- Do not update: This option does not pass the Zuddl field value to the mapped Marketo field.
- Always update: This option always passes the Zuddl field value to the mapped Marketo field.
- Do not update if source is empty: If the Zuddl field value is empty, this option does not pass the value of the Zuddl field to the mapped Marketo field.
- Only update if target is empty: If the Marketo Contact field value is empty, this option passes the Zuddl field value only in this case.
- Click +Add field to add map more fields in the same way.
- Click Save & next.
Map lead capture fields at program member-level
- Under the Lead capture fields tab, map the fields that you have configured for your lead capture app. Learn how to add fields to the lead capture app.
- Under the Lead capture fields dropdown, select the required Zuddl field to map.
- Similarly, choose a suitable Marketo Program member fields.
- Select a Field update policy.
- Click Save. Similarly, add more fields as required using +Add field button.
- On the confirmation prompt, click Confirm. This saves the mapping, creates a Marketo Program with all event details, and passes all event data collected so far.
You can also click on the booth name to directly go to the booth settings under Venue Setup.
Data Sync
The sync will update only the time spent activities.
Note: This is a one-time option to sync already existing data for your event. Once used, this option does not show up again. Ensure that you use this option after all relevant fields are mapped.
Note: If you’ve toggled off the integration and switch it on after the event has started, they get an option to pass all the activities till that time.
- Ensure that both Zuddl and Marketo object fields have compatible data types. If fields with incorrect data types are mapped, there could be a loss in data.
- Once the integration is turned on, the integration status changes to Active on the Export section as shown below.
You can map multiple Zuddl registration fields to a single Marketo Lead field. This is useful if there are multiple registration flows for your event.