Collect More Information with Marketo Form Integration

This document covers the steps needed to configure the Marketo Design Canvas Integration

At a glance 
Introduction 
Prerequisites 
Instructions

Last update 8/30/2021

Please Note: This email service provider does not offer SMS capture services. You cannot pass SMS numbers to your ESP with this integration and any existing SMS integration will be disconnected.

Introduction


Here’s a quick list of what we’ll cover in the article:

  • API Credentials and connection to Justuno
  • How to Add Fields
  • How to Hide Fields
  • Auto-Populate Fields (Collect IP Address, Coupon Code, Current Website URL, Referring URL, Previous Domain Referring URL, First URL visitor landed on)

Prerequisites


  • Justuno Account
  • Marketo Account, API Keys, and Instance URL

Instructions


API Keys:

To connect Justuno to Marketo, you will need to set up your API credentials and find your Instance URL.

Step 1 - Create API User Role

  1. Navigate to Admin > Security > Users and Roles
  2. Create a new Justuno API Role and assign Access API permissions
access api

Step 2 - Create a new Justuno User Account that will access this role and has only API access.
Users > Invite New User

select justuno api account

Step 3 - Create a Justuno Launchpoint Service and specify the API Only User that you created in Step 2.

copy client id and client secret

Step 4 - Copy Client ID and Client Secret

  1. After creating the Launchpoint service, click “View Details
  2. Copy the Client Id and Client Secret for later use.



Step 5 - Locate REST Endpoint URL
a. navigate to Admin > Integration > Web Services and locate the highlighted portion of the Endpoint URL for later use.

 

copy endpoint url

 

Now that you have copied all the necessary API credentials, you can now start the Promotion configuration in Justuno.

Log in to Justuno

Navigate to Justuno.com and log in using your account credentials.

Edit Promotion Design

  1. Click the Promotions tab at the top. Click “Edit Design” next to the desired Promotion
Screenshot 2021-08-27 121034



ADD/EDIT Email Form


To ADD a new email form, select “Email Form” under the “Add Layer” option on the left side and drag it onto the Promotion Canvas. (If you have an integration set up in Step 3 of your promotion already, please disconnect it for the step 1 integration to work)


email form



    1. Click the “Marketo” tile to authenticate.

      a. You will be prompted to enter your API credentials.

enter marketo credentials



b. Click "Import API Key".

Marketo Mailing List Selection

  1. Once authenticated, you will see your current Marketo Static Mailing Lists appear. Select one list you would like contacts to be added to.
select list

Marketo Field Definition

We return a common set of Marketo Fields for you to use within the form. You can set additional options for each Field, such as Required or Hidden properties.

If you are sending information that does not require a user to fill anything out, ensure the hidden setting is checked. We have added a few hidden fields that are commonly used:

  • Current URL (the URL a user is on when they submit the form)
  • IP address (the visitor’s IP address)
  • Coupon code (the coupon code they receive in the post engagement)
  • Referring URL (the URL the user clicked on to get to the new page in your website.)
  • Previous Domain Referring URL (the URL of the last page)
  • First URL visitor landed on (the URL the user first landed on)
configure

If you need a Field that does not exist, click “Add New Fields” to create a new one.

Create Form

  1. Once you have finalized the fields to use, click “Create Form” and then arrange your promotion fields as desired.

Preview and Publish Your Changes

Once you have arranged all fields, be sure to SAVE and then Preview or Publish your Promotion.

Important Step: If you have an integration set up in Step 3 of your promotion already, please disconnect it for the step 1 integration to work.

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