If you haven't already created a Sendoso touch to be triggered via Marketo Engage, go to our How Do I Create a Marketo Engage Touch? article first.
Now that you have obtained the unique Sendoso Touch ID from the setup in Sendoso, we have to add it to a Marketo Engage Campaign.
Sendoso can be added to any campaign where a Smart List starts with a trigger. Note, this is a Marketo Engage limitation as they do not allow webhook actions on non-triggered campaigns.
After you have established the Smart List, we'll add two steps in the Flow tab.
Please Note - If you are using any trigger that will be public facing (ie. landing page with a form, CTA in email, etc) it is best practice to filter your program. Using lists or constraining based on email addresses are two easy ways to help prevent fraudulent activity.
Want to add additional filters in Sendoso? See our article on Triggered Sending Approval.
The first step is Change Data Value. You'll want the attribute to be the Sendoso Touch ID field you created earlier and the value is the Sendoso Touch ID we copied from the touch setup.
The next step is Call Webhook. Make sure this step is inserted AFTER the Change Data Value step so information pushes to Sendoso correctly. Select the newly created webhook and your flow should look like this:
Keep in mind that you can add any steps before, after, or in-between these two steps of the flow. As long as the Sendoso Touch ID is updated first and then the webhook is called second.