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 Zuddl itself. This way you don’t have to create new programs in Marketo every time for each event, they can do this directly on Zuddl. For setting up a base program, first you must create a Marketo program and then specify the same in the organization-level set up.
When you create a new using the base program, the assets of the base programs namely; smart campaigns, form, smart lists, and landing page are copied over such that all campaign members details are passed over to the new program.
Prerequisite
You must create a new program in Marketo that will act as template for your future events. To create a base 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. You can change this later on the Zuddl dashboard
- Name: Enter a suitable name for the program, say “Acme Events”. You can change this later on the Zuddl dashboard.
- 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.
- Channel: Select a channel as per your requirements. This will be used for subsequent programs.
- Description (Optional): Enter a brief description. You can change this later on the Zuddl dashboard.
After you’ve completed the form, click Create. This creates a new program on Marketo.
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.
On the Marketo base program screen:
Click +Add base program button
Enter the program ID and click Fetch details. Zuddl validates the program ID for your connected Marketo account.
After your base program ID has been successfully validated, click the Add program button.
Enter the details for Marketo base program,
Enter the base program ID
Add a Zuddl alias: Zuddl alias serves as a reference for the base program in order to easily select the correct one for your events or webinar at event-level.
Marketo program name: The program name is auto-fetched from your Marketo account based on the program ID entered.
Campaign folder: The campaign folder path for the base program.
Program type: The program type is auto-fetched from your Marketo account. This should always be 'Events' or 'Webinar'
Channel: The channel is auto-fetched from your Marketo account
Program member status mapping
The standard status fields are:
| Zuddl status | Description |
|---|---|
| No Show | When no attendee has joined your Zuddl event even after the event start time. |
| Entered | When an attendee joins the event after in check-in start time. Once the event has started, it will moves to 'Attended' |
| Registered | When someone registers for your event through Marketo or Zuddl. |
| Attended | When a registrant joins your event at the event start time. |
To map other statuses:
- Click +Add status button.
- Select a Zuddl status you want to map.
- In the Marketo program member status column, choose an suitable status from the dropdown. The status fields are auto-populated from your base program.
- 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.
- After you've finished mapping, click Add program.
The newly added base program appears on the list.
You can add more base program by clicking the +Add base program button. You can also delete an existing base program by clicking bin icon. - Once you've added all the required base programs, click Finish.
You can go back to the installation to complete any pending steps.
