Marketo Integration (Step 1: Webhooks Setup Guide One-Time)

Click here to view a short video on Marketo Webhook setup with Sendoso (8min)

 

 

Screen_Shot_2019-03-10_at_8.48.07_AM.pngSetting up a Marketo Authentication for Sendoso (this setup is a one-time process)

1. Click on Admin:

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2. Click on LaunchPoint:

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3. Click on New Service:

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4. Enter in the New Service details:

Display Name: Sendoso
Service: Custom
Description: Sendoso
API Only User: select your own user*

*Marketo’s REST APIs are authenticated with 2-legged OAuth 2.0.  Client IDs and Client Secrets are provided by custom services that you define.  Each custom service is owned by an API-Only user which has a set of roles and permissions which authorize the service to perform specific actions.  An access token is associated with a single custom service.  Access token expiration is independent of tokens associated with other custom services that may be present in an instance. To create a new API Only User, click here.

 Screen_Shot_2017-11-08_at_5.15.36_PM.png

5. After creating, click on View Details:

 Screen_Shot_2017-11-08_at_5.19.39_PM.png

6. Copy/Paste the Client ID and Client Secret into Sendoso:

doc-rest-api-admin-launchpoint-credentials.png

7. The Base URL can be found by clicking Admin > Web Services:

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8. Copy/Paste the REST API Endpoint URL (without the "/rest") into the Enter Base URL input box in Sendoso:

Screen_Shot_2017-11-08_at_5.24.38_PM.png

*Note- yours will most likely be different than the URL above.

 

Setting up a Marketo Custom Field for Sendoso (this setup is a one-time process)

There is one custom field necessary, this setup is a one-time process.

1. Click on Admin:

Screen_Shot_2017-11-08_at_4.42.38_PM.png

2. Click on Field Management:

Screen_Shot_2017-11-08_at_4.46.11_PM.png

3. Click on New Custom Field:

Screen_Shot_2017-11-08_at_4.46.26_PM.png 

4. Enter in the below custom field details:

Type: String
Name: Sendoso Touch ID
API Name: sendosoTouchID

Screen_Shot_2017-11-08_at_4.46.52_PM.png

 

Setting up a Marketo Webhook for Sendoso (this setup is a one-time process)

1. Click on Admin:

Screen_Shot_2017-11-08_at_4.42.38_PM.png

2. Click on Webhooks:

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3. Click on New Webhook:

Screen_Shot_2017-11-08_at_4.52.38_PM.png 

4. Enter in the below Webhook details:

Webhook Name: Sendoso
URL: https://app.sendoso.com/api/v3/marketo
Request Type: Post

Request Token Encoding: JSON

The payload template is located here:

{
"send":

{
"lead_id": {{lead.id}},
"email": {{lead.Email Address}},
"name": {{lead.First Name}},
"last_name": {{lead.Last Name}},
"company_name": {{company.Company Name}},

"address": {{lead.address}},
"city": {{lead.city}},
"state": {{lead.state}},
"zip": {{lead.Postal Code}},
"country": {{lead.country}}
},
"uuid": {{lead.Sendoso Touch ID}},
"key": "ENTER YOUR USER KEY HERE"
}

 To verify your payload is accurate, you can copy and paste it into this verifier tool https://jsonlint.com/

Screen_Shot_2019-03-10_at_8.50.33_AM.png

 

*Note - The template above assumes you are using the standard fields in Marketo. If you have custom fields for email, name, or mailing address data then please add them in or contact your Customer Success Manager at Sendoso for additional help.

 

The final webhook should look like this:

Screen_Shot_2019-09-12_at_4.12.11_PM.png

5. Add a Custom Header to the Webhook that you just created.

Click on Webhook Actions

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Click on "Add"

Enter in "content-type" in the Header

Enter in "application/json" in the value

Screen_Shot_2019-01-18_at_9.52.50_AM.png

 

Setting up a Marketo Channel for Sendoso for Member Status' (this setup is a one-time process)

*This is optional but recommended. It will help you map the member status (i.e. shipped, delivered, etc)

1. Click to Admin and click on Tags

Screen_Shot_2019-01-18_at_9.31.49_AM.png

2. Click New Channel

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3. Create a new Channel and call it Direct Mail. 

Add Status for:

Processing
Shipped
Delivered
Undeliverable

Click Create and that's it for now.

 Screen_Shot_2019-01-18_at_9.32.41_AM.png

 

Complete! Now, your Webhook is complete and you are ready to call it in a Marketo Flow. 

After completing everything above you can now use the Sendoso Touch ID and set up a Marketo Flow.

Click here for setup instructions to set up a Marketo Flow 

 

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