How Do I Create a Marketo Engage Touch?

If you haven't already taken the steps to set up Sendoso in Marketo Engage, start here, and then come back to this article.

For a deep dive into the Marketo integration, check out this webinar

Now that you have set up Sendoso in Marketo Engage you can create a touch to be triggered! You can send via Marketo Engage in two different ways:

Sending via a Marketo Engage Webhook
Sending via a Dynamic eGift Link

Sending via a Marketo Engage Webhook

To start, you are going to create a new touch.

Screen_Shot_2022-08-24_at_11.47.25_AM.png

Now, select the item you would like to send. You can send all touch types with Marketo Engage webhooks (excluding Amazon sends.)
Screen_Shot_2022-08-24_at_11.48.27_AM.png

After you have selected the touch type, you'll arrive at the "Touch Details" section. For 'Touch Type', select Triggered sending based on Integration. Once you choose to trigger the send, you'll be presented with a few options:

  • Require Approval: This will allow you to add an extra layer of safety for triggered sends. Read more about our require approval feature here.
  • Funding Source: All triggered sends are charged to a funding source. Select the appropriate funding source for this send.
  • Address Confirmation: Sendoso allows you to send address confirmation with your triggered touch so the recipient can confirm/update their address. At the moment, the address confirmation stays active for 2 days and can not be updated for a longer duration.
    • You can also elect to cancel the package if they don't update their address, or have it sent anyways.
  • Allow Senders to Add Funds: This will allow your triggered send to continue to run, even after your funding source balance hits $0. It will generate an invoice or credit card charge depending on how your funding source is set up.

Screen_Shot_2022-06-07_at_3.12.49_PM.pngUpon clicking next, you'll get a pop-up window. Choose Marketo Engage and click next.

mceclip3.pngHere, ensure the Marketo Engage Integration Type is "Marketo Webhook." You'll need the ID, Secret, and URL we obtained from the initial setup article. This is entered on a per-user basis and is only entered one time. Any Sendoso user who will be creating Marketo Engage touches will need this information.

At the bottom of the page, you'll receive a unique Sendoso Touch ID. Take note of this as we'll need it for the campaign in Marketo Engage.  

Screen_Shot_2022-06-07_at_3.16.56_PM.png

After you have copied the touch ID, click next.

If the gift you are sending includes the ability to send a personalized message, you'll see text to Edit template with a custom message.

Screen_Shot_2022-05-17_at_10.39.33_AM.png

When editing your message, you'll have the ability to pull in Marketo fields to make the message personalized to the recipient. Once you have completed your message, click Save.

Screen_Shot_2022-06-08_at_8.50.14_AM.png

Then, you will specify who receives the delivery email alerts and who receives the errors if a trigger fails. At the moment, you can only choose yourself for the notifications with a Marketo Engage touch.

Screen_Shot_2022-05-17_at_10.40.05_AM.png

The final step needed for a Marketo Engage Triggered Touch will be to map how Sendoso will send data back to Marketo Engage. This will correspond with the channel and program member statuses that were created during channel creation.

Screen_Shot_2022-06-08_at_9.12.41_AM.png

Bonus Tip: We have a few extra fields you can track when you send a physical gift.  These include the total amount spent on a campaign, the tracking number, and the tracking URL.  

mceclip0.png

After you have mapped the corresponding Marketo Engage campaign, you can skip over assigning the send to a team. Since the send is taking place from Marketo Engage, no teams need to be assigned.

Ready to set up the Marketo Engage campaign? Click here!

Sending via a Dynamic eGift Link

If you are wanting to send an eGift via Marketo Engage, you can leverage a webhook as outlined above, or you can choose our Dynamic Link feature.

The dynamic link allows you to send eGifts with a singular link that is embedded in a button or hyperlinked into an email.

Similar to the above, you are going to create a new touch. Screen_Shot_2022-08-24_at_11.47.25_AM.png


Next, select the 'Sendoso Choice' touch type (first time setting up Sendoso Choice? Click here!)


Screen_Shot_2022-06-08_at_9.21.06_AM.png


After selecting your gift(s) and naming your touch, click "Automated" and then "Add Integration"

Screen_Shot_2022-06-08_at_9.45.18_AM.png
Select the Marketo Engage tile and click Next.

From here, you'll want to make sure the integration type is Marketo eGift URL then you'll see your unique URL generated below. This is the link that can be embedded into a button or hyperlinked into an email template in Marketo Engage.
Screen_Shot_2022-06-08_at_9.46.31_AM.png

Once you have copied the URL, click Next. The last step is the tracking portion. With Marketo Engage dynamic eGift URLs, Sendoso pushes information back to Salesforce instead of Marketo.
Screen_Shot_2022-06-08_at_9.50.09_AM.png
That's it! The rest of the touch setup can be followed in our How do I create a Sendoso Choice Touch? article.

Was this article helpful?
2 out of 5 found this helpful

Comments

0 comments

Article is closed for comments.