How Do I Connect Marketo Engage to Sendoso?

Sendoso integrates directly into Marketo Engage to make sending both physical and eGifts easy! Follow these steps to get your Marketo Engage instance connected to Sendoso (please note you MUST be an admin in Marketo Engage):

Contents:

Set up in Marketo Engage for Sendoso
Locating Sendoso Required Information
Setting up a Marketo Engage Custom Field for Sendoso
Setting up a Marketo Engage Webhook for Sendoso
Setting up a Marketo Engage Channel for Sendoso for Member Statuses
How do I find my Sendoso user key?

Set up in Marketo Engage for Sendoso  (this setup is a one-time process)

The first step is to create a new user for Sendoso. To do this, click on Admin:

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Then, click on "Users & Roles" 

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Next, you'll need to invite a new user. You can use the following information to set up your new user:

Email (use your company domain): sendoso@domain.com
Name: Sendoso API
Role: Choose a role that will align with an API only user
Check API Only

Here is a document related to creating an API Only User

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The next step is to create a new LaunchPoint:

Click on LaunchPoint and then click New Service:

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Enter the New Service details:

Display Name: Sendoso
Service: Custom
Description: Sendoso
API Only User: Select the user we just created above

*Marketo Engage’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.

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Now that you have created the LaunchPoint, there are 3 pieces of information needed to connect Marketo to Sendoso:

Client ID & Client Secret (from the new LaunchPoint)
Rest API Endpoint URL (without "/rest")

To locate these, see directly below.


Locating Sendoso Required Information

After creating the LaunchPoint, click on View Details:

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Take note of the Client ID and Secret. Both of these are needed for Sendoso. 

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

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

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Copy/Paste the REST API Endpoint URL (without the "/rest")

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Take note of these as they will be added at the time of the Sendoso touch setup. Continue below to finalize the last few pieces in Marketo or head to our How Do I Create a Marketo Engage Touch? article to see where this information is entered.

Setting up a Marketo Engage Custom Field for Sendoso 

There is one custom field required for the Sendoso + Marketo Engage integration to work.

To start, head to the admin tab

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Click on Field Management:

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Click on New Custom Field:

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Now, enter the below custom field details:

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

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That's it!

Setting up a Marketo Engage Webhook for Sendoso

We'll need to create a new Webhook just for Sendoso. 

Go back to the admin tab:

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Click on Webhooks:

Screen_Shot_2017-11-08_at_4.52.23_PM.png

Click on New Webhook:

Screen_Shot_2017-11-08_at_4.52.38_PM.png 

Enter 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}},
   "mobile_no": {{lead.Phone Number}}
 },
 "uuid": {{lead.Sendoso Touch ID}},
 "key": "ENTER USER KEY FROM SENDOSO"
}

*Note - The template above assumes you are using the standard fields in Marketo Engage. If you plan on leveraging custom fields from Marketo please let us know to assist with setting up the correct payload template.

To locate your Sendoso user key, click here.

The final webhook should look like this:

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Next, you'll need to add a Custom Header to the Webhook that you just created.

Click on the new webhook and then hit, Webhook Actions > Set Custom Header

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Now, click on "Add"

Enter "content-type" in the header

Enter "application/json" in the value

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The webhook set up is completed!

Setting up a Marketo Engage Channel for Sendoso for Member Statuses 

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

Go to the admin tab

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Click on Tags

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Create a New Channel

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We suggest you title it Direct Mail (or a similar variation of this)

You'll need to add a handful of statuses for Sendoso

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Note - This setup is assuming you will be sending eGifts and physical gifts through Marketo Engage webhooks. If you have questions about which statuses apply to you, please reach out to us.

That's it! You have successfully completed all the necessary steps to integrate Marketo Engage with Sendoso.

Now, let's create a touch! Use our How Do I Create a Marketo Engage Touch? to get started.

How do I find my Sendoso user key?

You can find your Sendoso user key by navigating to the User Settings section of Sendoso. Here you will see the "Key" field. Copy that and insert it into your payload template.

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