This article will walk you through setting up the Marketo<->Enthusem Integration or watch the video below to see the setup in action!
Before you get started
- Make sure you have admin access to your Enthusem and Marketo accounts
- Have some familiarity with Marketo Smart Campaigns
- Have at least one Mailer Template in Enthusem
- Create the following Fields in Marketo
- Enthusem Mail Date (type = date)
- Enthusem Access Code (type = string)
- Create the following Activities in Marketo
- Enthusem Mailer Sent
- Enthusem Response
Setup an API-Only User in Marketo:
- Create a Custom Role with the following API-Specific Permissions
- Read-Write Lead
- Read-Write Activity
- Read-Only Sales Person
- Create a Custom API-Only User and add it to the Custom Role you just created
Connect Accounts:
- Open Enthusem & Marketo in separate tabs, log into both
- In Marketo, go to Admin -> Integrations -> Web Services
- Copy the Endpoint URL under the REST API section
- In Enthusem , go to the Marketo Integration Settings and paste the Endpoint Url in the URL box
- In Marketo, go to Admin -> Integrations -> LaunchPoint
- Create a Service using the API-Only User you created above, click "View Details"
- Copy/Paste the Client Id into the Client Id box in Enthusem
- Copy/Paste the Client Secret from Marketo into the Client Secret box in Enthusem
- In Enthusem
- Click Validate Credentials
- Map the following fields under Mailer - Send From:
- Account User = (the user that you would like to send Enthusem mailers)
- Mail Date = Enthusem Mail Date
- Access Code = Enthusem Access Code
- Activity = Enthusem Mailer Sent
- Map the following fields under Pickups - Record Activity
- Activity = Enthusem Response
- Click Save + Enable
- In Enthusem, go to the Mailer Template that you'd like to trigger from Marketo
- Choose your template and click Integration Info, copy the url shown to your clipboard
- In Marketo
- Go to Admin -> Webhooks, click New Webhook and enter as follows:
- Webhook Name = this is for you, recommend naming the same or similar to the Mailer Template
- URL = paste the url copied above from Enthusem
- Request Type = POST
- Template = (copy from below or copy from Enthusem template Integration Info)
{ "id": {{lead.Id}}, "firstName": {{lead.First Name}}, "lastName": {{lead.Last Name}}, "title": {{lead.Job Title}}, "company": {{company.Company Name}}, "address": {{lead.Address}}, "city": {{lead.City}}, "state": {{lead.State}}, "zip": {{lead.Postal Code}}, "country": {{lead.Country}}, "phone": {{lead.Phone Number}}, "email": {{lead.Email Address}}, "website": {{company.Website}} }
- Request Token Encoding = JSON
- Response Type = None
- Go to or create a Smart Campaign
- Setup your Smart List however you'd like (this will decide who will get a mailer)
- Under Flow, choose the Webhook created in the previous step
- Finish creating your Flow as usual
- Go to Admin -> Webhooks, click New Webhook and enter as follows:
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