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Marketo Closed Loop

Closed loop gives you a complete view of your media program performance within the Integrate platform using real-time pipeline data from your Marketo. This gives you a clear line of sight into which campaigns, content, and partners are driving the highest ROI so you can more effectively analyze and optimize for future programs


How to Connect your Marketo Instance to Integrate for Closed Loop Reporting

Navigate to your Marketo Instance  > Admin > Webhooks > Create New Webhook

Create New Webhook

  • Name Webhook
  • Insert the Webhook URL in the URL textbox (Appendix A)
  • Paste your Organization ID over the placeholder in the URL (Appendix A)
    • Your Organization ID will provided by your Integrate team (if you have managed services) or can found within the platform's Settings section
    • To locate your Organization ID navigate to Settings --> Organization Settings and locate it below the API Keys header.

  • Set Request Type to POST

Example:

Update Template

  • Insert the Payload Template (Appendix B) into the “Template” textbox
  • Insert the token that corresponds to the field where you are or will be capturing the Integrate Lead ID in the placeholder after ‘dispositionValues’
  • Insert the Accepted or Rejected Lead Code (Appendix C) and Custom Reason (if necessary) in the placeholder for ‘code’ and ‘reason’.
    • Please note that any Accepted Lead Codes will cause the lead to remain accepted in the source and count towards the partner’s overall goal. Any Return Lead Codes will cause the lead to be returned to the partner and decrease the amount of leads counting towards your overall goal.
    • The Custom Reason is an optional field and can be used to explain the Disposition Code in your own language. While the Code field must be a code from Appendix C, the Custom Reason field does not have a required format.
  • Set “Request Token Encoding” to: JSON
  • Response type can be left as: None
  • Click Save


Set Custom Headers:

  • Click on the Webhook you just created > Click Webhook Actions (above Webhook details) > Set Custom Header

  • Click into the text box below ‘Header’ and insert: “Authorization
  • Next to Authorization, click the box under the ‘Value’ column and insert: “Bearer INTEGRATE API KEY
    • The placeholder for API Key should be replaced with the API Key from your Integrate instance. To locate or create an API Key, navigate to your Organization Settings within Integrate.

  • Add another header and under ‘Header’ insert: “Content-Type
  • Next to Content-Type, click the box under the ‘Value’ column and insert: “application/json

    Example:


Appendix A:

Webhook URL: 

https://api.integrate.com/api/organizations/INSERT ORGANIZATION ID HERE/dispositions

Appendix B:

Payload Template:

{"dispositionValues":{ {{INSERT MARKETO TOKEN FOR INTEGRATE LEAD ID HERE}}: { "code":"INSERT CODE HERE", "reason":"INSERT CUSTOM REASON" }}}

Appendix C:

Accepted Lead Codes:

MQL_MARKET_QUALIFIED_LEAD
SQL_SALES_QUALIFIED_LEAD
SAL_SALES_ACCEPTED_LEAD
SAO_SALES_ACCEPTED_OPPORTUNITY
LEAD_APPLICATION
LEAD_APPOINTMENT
LEAD_ENROLLEMENT
LEAD_CONVERTED_LEAD
LEAD_LOW_VALUE
LEAD_MEDIUM_VALUE
LEAD_HIGH_VALUE
LEAD_MARKET_READY
LEAD_PIPELINE
LEAD_REGISTRATION
LEAD_SALE
LEAD_SALES_READY
LEAD_LOW_QUALITY

Return Lead Codes:

RETURN_LEAD_PHONE_DISCONNECTED
RETURN_LEAD_INVALID_CONTACT_INFO
RETURN_LEAD_WRONG_NUMBER
RETURN_LEAD_DID_NOT_APPLY
RETURN_TEST_CONVERSION

 

 

 

 

 

 


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