Integrate Knowledge Base

Outbound Form

Outbound Form Integration allows you to quickly create almost any kind of POST request. To set up the default integration at the Account level:

  1. Click the Settings (gear) icon.
  2. Click Integration Hub.
  3. Locate the Outbound Form integration in the Integration Library and click on the + to add an integration.

  4. In the Configuration modal – name your integration and enter your URL, headers and system fields.
    • Name your integration. This step is optional, but may become helpful if you need to identify or differentiate between integrations later.
    • Enter the  URL where you will be posting leads.
    • Enter any necessary Headers. Headers are typically where information such as authorization or security tokens would be placed, but again, this depends on where you’re posting the leads. If posting to Eloqua, for example, the key would be Content-Type and the value would be application/x-www-form-urlencoded.
    • To ensure certain special characters pass into and display within your system properly, check the URL Encode Request box.
    • In the Schema section add your system field names. Include all the fields you typically use so you can easily add to your campaigns and sources.
    • Select the blue Integrate button.

Outbound Form (continued)

Outbound Form Setup in a Campaign or Source

To set up an integration within an existing campaign or source, follow the steps below. If you’re in the process of building the campaign or source, start with Step 4 below.

  1. Click Campaigns.
  2. Click My Campaigns or Sources.
  3. Select the campaign or source for which you would like to add the integration.
  4. Within the campaign or source click on the Integrations tab.
  5. Click the Add Integration button and select the  default integration you created previously in the Integration Hub.
  6. Hover over the default integration and click the Settings (gear) icon to configure your integration.

  7. In Profile Settings –  update the  name (optional).
    • Nick Name – You can update the name of your Marketo integration, if you so choose.

  8. In Mapping –  configure fields and field Mapping.                                                                                                                                       
    • The fields you created on the Fields tab of the campaign or source will auto-populate in the Field column.
    • In the Output column select the corresponding field from your system you entered in the schema section of the default integration.
    • To add a static or hidden field click Add Field and select Custom Field from the dropdown in the Field section:
      • Select the corresponding system field from the Output section.
      • Click into the Custom column to type or enter the required text.

    • A list of all available fields and mappers and their corresponding tokens, including campaign and source fields, is available on the right-hand side of the page. To use any of these fields    or tokens:
      • Click the copy icon next to the field you would like to include in the Mapping section.
      • Follow the steps in 8c above and paste the copied token into the Custom column.

    • The List Name column will show the list associated to that field, if applicable.
      • If you have created any field value mappers for that list, they’ll appear in a dropdown in the Map column for your selection.

  9. Select the menu icon near the top right of the Settings and Mapping page to open the Sandbox and test your integration.
    • Enter your test data in the Test Value column.
    • Click Run Test.
    • The request sent and response returned from your system will appear at  the  top of  the sandbox.

  10. To save your integration, click the Save & Exit or Save & Continue buttons.

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