If you use both Marketo and Guidebook, the Marketo integration may be useful. Builder can 'talk to' Marketo—meaning actions users take in the guide will be logged in Marketo.
This feature is only available on an Engage (previously Premium) plan.
Setting up the Marketo Integration
To get started, you'll need a Marketo account. Next, you should navigate to the Integrations portal in Builder.
Navigate to the Metrics Export tab and click the blue Set Up button:
Enter your Marketo client ID, Marketo client secret, and Marketo rest api endpoint. If you need help getting those credentials check out Marketo's support article.
You can decide which actions will be logged in Marketo by selecting the button labeled “Choose which key metrics you'd like to export” and selecting the actions you want to be logged in Marketo. You can also choose to “Export all” to log all the possible actions.
Next, Enter a custom activity id for each action you want to log. Here is an example:
Click Save, and the status will change to “Setting up.”
How the Integration Works
Once the integration is active, actions by users will be logged in Marketo's activity log.
Using each attendee's email address, the integration will allow you to sync user data from builder into Marketo automatically, as well as track actions those users take and run campaigns based on those actions.
The following attendee metrics will export to Marketo if they've been selected, and you have the specific features enabled in your guide:
User registers for a session
User creates a to-do item
User tags another user
User checks-in to a guide
User posts a photo
User connects with another attendee
User downloads the guide
FAQs
How much does it cost?
This Marketo Integration is available for Engage (previously Premium) guides at no additional cost.
How long will the “Setting Up” status last?
The “Setting Up” status should take a few minutes to change to “Active.” If you are having problems setting up the integration, reach out to [email protected].