Melbourne, Sydney and Brisbane chapters all join together for a joint virtual MUG on the topic of integrations and webhooks.
First up, we have Veronica Holmes, who will go through Native Custom Objects. Learn how it can be synced when you are using the native sync with Marketo and Salesforce or Microsoft Dynamics. This session will unearth some advanced tips and tricks about how, when and why to sync them, how to make changes, what you can and can't do with filters, and how these objects fundamentally differ from Marketo Custom Objects.
For our second topic, have you ever wonder... Does Marketo only integrate with Salesforce & Microsoft Dynamics or other Launchpoint partners? Can Marketo integrate with other systems like Data Warehouse, Custom CRMs, Databases, eCommerce platforms? How can I build these integrations? What options do I have? Vivek Venkatram, an Enterprise Architect from Adobe will answer these in the session, Integrating with Marketo.
Last but not least, Webhooks open a whole new world of functionality for your Marketo instance and Flowboost is a destination everyone should check out. Learn what Flowboost is, and what some common or not-so-common use cases you can do with Flowboost from the creator of Flowboost himself - Sanford Whiteman.
Hear from these three amazing people on what you can do with your Marketo beyond your Marketo.
8. Agenda
9:00 – 9:10 AM Introductions, Housekeeping + Agenda
9:10 – 9:30 AM
Veronica Holmes talking about Native Custom
Object Integrations with Marketo + Q&A
9:30 – 9:50 AM
Vivek Venkatram talking about Custom
Integrations with Marketo + Q&A
9:50 – 10:30 AM
Sanford Whiteman talking about Flowboost +
Q&A
10:30 – 10:35 AM Wrap up and conclusion
35. (Quickly, before diving
into FlowBoost)
- today won’t be technical, but tech knowledge is a career
power-up
- some “code” is just text encoding, like %-encoding for URLs
and &-encoding for HTML, which is critical for any MOPSer
- advanced form behaviors, Velocity tokens, dynamic LP layout
- key ways to put out fires / make JIT fixes
36.
37. Say No
Less Often.™
- for all of Marketo’s power, experts know it by what it can’t do
- FlowBoost is like EDC for MOPS
- a Community API key (free forever) lets anybody have it in
their back pocket
38. Headless Second
Brain for Marketo
- all you need is an API key, no new app to log into
- setup is within the Marketo Admin UI and Smart Campaigns,
where you’re comfortable
- you can say “we can do this in Marketo” (fudging only a
little!)
39. Taking it back to 2014
- a Munchkin-first splashdown = expecting a lot of advanced
stuff
- you’re tellin’ me I can’t add Scores or search/replace Strings?
- Velocity {{my.tokens}} are cool, but can’t make permanent
changes
40. Marketo extensions that
are automatic and
immediate
- not a periodic process/cron job, it’s always-on
- run when you want, either trigger or batch
- more efficient than export → fiddle in Excel → reimport
41. 5 starter ideas
①add Score fields, calculate changes over time
②search/replace and manipulate String fields
③cap Program Members (e.g. event registrants) and other forms of
cross-lead communication
④keep alerts to business hours
⑤save money by offboarding leads
42. ① Add and
intelligently manage
scores
- no need to sync Change Scores to maintain Total Score
- upscore per unique action (e.g. page or form)
- measure score delta per day or week
43. ② Search/replace in
Strings
- capitalize, uncapitalize, search/replace
- parse domain part of email address, TLD of website
- detect “interesting changes” in multivalued fields
44. ③ Cap registrants &
communicate cross-
lead
- send each registration through FlowBoost
- read current count in the browser to change form UX
- FBCounter can count anything, not just registrants (think
companies or email domains)
45. ④ Alert during business
hours & compare dates
- place {{system.datetime}} in context (can’t do in a Smart List)
- only alert if appropriate
- get the difference between 2 date fields
46. ⑤Offboard dormant leads
(instead of purging)
- send email address + core fields (preferences, status,
comments) to FlowBoost
- delete from Marketo after offboarding to save $
- if ever recreated, onboard the stored values
47. 5 more ideas
①turn form fills into Custom Objects
②sync custom preference fields across duplicates
③enrich leads from data in a Design Studio file
④directly update and query SFDC via API
⑤implement a real-time deduplication process
