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3. Field Mapping

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Previous step: Install Marketo on Zuddl


Field mapping at the organization level integration setup is the mapping of Zuddl standard registration fields with Marketo Lead fields. Field mapping is a one-time activity done so that all events with Marketo integration follow the exact same mapping and field update policy.

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To map fields
  1. Select a suitable Zuddl registration field from the dropdown. Zuddl registration fields consist of all Zuddl standard fields along with UTM (UTM Source, UTM Campaign, UTM Id, etc.) and IP fields (Ip City and Ip Country).
  2. Select a corresponding Marketo Lead fields.


    Note: The mandatory fields, namely, First Name, Last Name, and Email, are auto-mapped to their respective counterparts in Marketo. These mandatory fields are used for creating a new lead in your Marketo account.

    org-level data mapping.png


  3. Choose a field update policy from the dropdown.
    • 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.

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  4. Optional. You can add new mapping by clicking the + Add field button. You can also delete a mapping by clicking the bin icon.

    image.png

  5. Click Finish. Then click on Confirm on the confirmation popup.

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This saves the current mapping and redirects the user to the integration details page.

Setting up Marketo base program

The Marketo Base Program lets you enter a program Id that you can use as a template to create new program with similar properties on the Zuddl itself. This way you don’t have to create new programs every time for each event. For setting up a base program, first you must create a Marketo program and then specify the same in the organization-level set up.

Prerequisite

You must create a new program in Marketo that will act as template for your future events. To create a base program,

  1. On your Marketo dashboard, go to Marketing Activities.

  2. Under Marketing Activities tab, click New Program.

  3. In the New Program form, enter the following:

    1. Campaign Folder: Select the appropriate folder for the program. You can change this later on the Zuddl dashboard
    2. Name: Enter a suitable name for the program, say “Acme Events”. You can change this later on the Zuddl dashboard.
    3. Program Type: Select Event. This step is critical to the working of this integration. You must only choose Event as program type. You cannot change this field.
    4. Channel: Select a channel as per your requirements. This will be used for subsequent programs.
    5. Description (Optional): Enter a brief description. You can change this later on the Zuddl dashboard.

  4. After you’ve completed the form, click Create. This creates a new program on Marketo.

  5. On the program details page, copy the program Id (numbers 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.

    image.png

To enter the base program:

  1. Enter the program ID and click Save.

  2. After your base program ID has been successfully saved, click Finish.

Create activity fields

Now click on Create activity fields to create filters for your custom activities. This is a one-time activity that creates fields where Zuddl will pass relevant event activity information.


Note: Once created, go back to your Marketo account and approve these changes in the custom activities.



You can click on the Edit button to change/review any settings.

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This completes the field mapping. Now you need to configure event-level settings.


Next step: Event-level setting

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