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1 VERTICURL PTE LTD
LINE– Marketo Integration - User Guide
Table of Contents
1. Verticurl App Account Creation .................................................................................................. 1
2. Configuration Setup in Verticurl App ......................................................................................... 2
3. Configure QR Code Service ....................................................................................................... 4
3.1 QR code service for Users .......................................................................................................... 5
4. Configure Campaign Message Service .................................................................................... 8
5. External Activities ....................................................................................................................... 15
5.1. Create Marketo Custom Activities ........................................................................................... 15
5.2. Configure Marketo Custom Activities in Cloud App .............................................................. 18
6. Report Services .......................................................................................................................... 18
This document details the steps required to configure Verticurl’s LINE - Marketo Integration.
Here’s a list of what you’ll need to do when you’re doing this for the first time, with detailed
write-ups below it:
Create an account in Verticurl App -> Configure the Verticurl App –> Configure
message for QR code service in the Verticurl App -> Configure message for Message
service in the Verticurl App -> Create a Campaign in Marketo -> Activate Campaign in
Marketo
1. Verticurl App Account Creation
Create an account in the Verticurl application – this will allow you to configure QR code
messages and is required for campaign activation.
Visit https://socialapps.verticurl.com/lineintegration/marketo/signup to create an account in
the Verticurl application.
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Figure 1:SignUp
Fill up the short form in the screenshot above to create your account.
2. Configuration Setup in Verticurl App
▪ LINE Settings
o Navigate to Administration -> LINE Settings.
o In LINE settings, submit Channel ID, Channel Secret and Channel Access Token
details. These will be used by the application to communicate with the LINE server.
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Figure 2: LINE Configuration
▪ Marketo Settings
o Navigate to Administration -> Marketo Settings.
o In Marketo Settings, submit Client Id , Client Secret and Endpoint details to allow the
application to access the Marketo API
Figure 3: Marketo Configuration
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▪ Upload QR code & Logo
o Navigate to Administration -> Upload QR code & Logo.
o Choose LINE QR Code which download from LINE@ account.
o Choose Logo which to be appear in centre of QR Code.
Figure 4: Upload QR Code and Logo
o Save the details to merge two images and upload under Marketo -> Design
Studio -> Images and Files.
3. Configure QR Code Service
This service renders a QR code on a landing pages and emails.
Step 1: Click on the Configuration -> QR Code Message Menu – this will take you to the
form where the message for QR Code can be configured.
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Figure 5: Configure Message for QR code
Step 2: Configure message.
Step 3: Save the configuration.
3.1 QR code service for Users
Step 1: Create a Campaign Folder in Marketo -> Marketing Activities.
Step 2: Select tab ‘My Tokens’.
Step 3: Drag & drop the ‘Text’ token to create a ‘userauthkey’ token.
Note: Please create a token with same variable name as mentioned above and it’s a case
sensitive.
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Figure 6: Token Creation under Campaign
Step 4: Create a New Program under the campaign folder created in step 1.
Figure 7: Program Creation
Step 7: Click on ‘New Local Asset’ and choose Landing Page.
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Figure 8: New Local Asset
Figure 9: Landing Page
Step 8: Create a new Landing Page.
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Step 9: Drag and insert Image Elements.
Step 10: Insert the LINE QR code image which is created from Verticurl Cloud App.
Step 11: Approve and Close the Landing page.
4. Configure Campaign Message Service
There are two parts involved in configuring the campaign message service – the first is
setting up the message that gets delivered to the leads(this happens in the Verticurl App).
The second part is creating and activating a campaign in Marketo.
Part 1 – Configure Message in the Verticurl App
Step 1: Go to Configuration -> Campaign Messages in Web Application.
Step 2: Click on the “Compose Message” to create a new message.
Step 3: Configure the Message.
Figure 10: Message Configuration
Step 4: Save the configuration.
Step 5: Copy the Deployment ID.
Part 2 – Create a Campaign in Marketo
Step 6: Create a program under the campaign folder which was created in section 3.1(QR
code service for User)
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Step 7: Select tab ‘My tokens’ and create a ‘message_config_id as token and save the
deployment ID.
Note: Please create a token with same variable name as mentioned above. The token is
case sensitive.
Figure 11: Token Creation under program for Message Service
Step 8: Navigate to Admin -> Webhook.
Step 9: Create a Webhook and submit the below URL:
For Text message:
Set URL: http://socialapps.verticurl.com/lineintegration/marketo/sendmessage
Insert Tokens:
• my.userauthkey
• my.message_config_id
• lead.Line_UserID
• lead.First Name
• lead.Last Name
• lead.Email Address
• lead.Phone Number
• lead.Job Title
Resulting Token string must be like this:
auth={{my.userauthkey}}&message_config_id={{my.message_config_id}}&mid={{
lead.Line_UserID}}&firstname={{lead.First Name}}&email={{lead.Email
Address}}&phone={{lead.Phone Number}}&job={{lead.Job Title}}&lastname={{lead.Last Name}}
URL will be:
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http://socialapps.verticurl.com/lineintegration/marketo/sendmessage?authkey={{my.userauth
key}}&message_config_id={{my.message_config_id}}&mid=
{{lead.Line_UserID}}&firstname={{lead.First Name}}&email={{lead.Email
Address}}&phone={{lead.Phone Number}}&job={{lead.Job Title}}&lastname={{lead.Last Name}}
For other message type:
Set URL: http://socialapps.verticurl.com/lineintegration/marketo/sendmessage Insert Tokens:
• my.userauthkey
• my.message_config_id
• lead.Line_UserID
Resulting Token string must be like this:
auth={{my.userauthkey}}&message_config_id={{my.message_config_id}}&mid={{ lead.Line_UserID}}
URL will be:
http://socialapps.verticurl.com/lineintegration/marketo/sendmessage?authkey={{my.userauth
key}}&message_config_id={{my.message_config_id}}&mid= {{lead.Line_UserID}}
*Please ensure to create all lead fields in Marketo.
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Figure 12: Webhook Creation
Step 10: Save the Webhook.
Step 11: In the Marketing Program created on step 6, Create New Smart Campaign called
as ‘LINE - Message Service’. This Smart List defines that recipients of the campaign, so
setup it up accordingly.
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Figure 13: Target LINE Followers
Step 13: In the Marketing Program created on step 6, Create New Smart Campaign called
‘LINE - Message Service Trigger Campaign’. Smart list settings must be: Triggered by Action
“Campaign is Requested” = “Marketo Flow Action”
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Figure 14: Requesting the campaign
Step 14: Set up Flow for this Campaign.
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Figure 15: Call Webhook
1. Use Integration
2. Drag and Drop ‘Call Webhook’ set Webhook created in step 9.
Step 15: Activate the campaign.
Step 16: In Campaign, LINE - Message Service created in step 11 setup flow: Requested
Campaign = <program name>. Message Service.LINE - Message Service Trigger Campaign
created in step 13.
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Figure 16: Setup Flow to Request Campaign
Step 17: Run or Schedule campaign.
5. External Activities
5.1. Create Marketo Custom Activities
Step 1: Go to Admin -> Database Management click Custom Activities.
Figure 17: Choose Marketo Custom Activities link
Step 2: Click New Custom Activity
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Figure 18: Choose New Custom Activity Link
Step 3: Enter a name and optional description, then click Next. The API Name auto-fills, but
can be customized.
Figure 19: Create New Custom Activity
Step 4: Define your Filter and Trigger and click Next.
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Figure 20: Create New Custom Activity – Filter & Trigger
Step 6: Give your primary field a name that summarizes what the custom activity is for.
Figure 21: Create New Custom Activity – Define Primary Field
Step 7: Approve Activity.
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5.2. Configure Marketo Custom Activities in Cloud App
Step 1: Go to Administration -> External Activity in Web Application
Step 2: Choose Activity Type
Figure 22: Choose Activity Type
Step 3: Save
Note: If any followers response for prompt message, then can view external activities log in
respective lead activity log
Figure 23: Choose Activity Type
6. Report Services
Step 1: Go to Reports -> Message Service Report. This report will show up with statuses on
the messages sent from the campaign, along with timestamps for the same.
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Figure 24 : Message Service Report
Step 2: Reports -> Followers: This report will list down complete follower details.
Figure 25: Follower Report