Marketo SOAP API Integration You can extend leads—with inferred, form-collected and behavioral data from the ion platform to Marketo in realtime using the Marketo SOAP API. ion can set up the integration for you!

What we’ll need from you:

You can find these within the Admin/Integration/SOAP API section of Marketo:

• Marketo SOAP endpoint• Marketo User ID• Marketo Encryption Key• Marketo API Field Names

And you can find your Marketo Munchkin tracking code within Admin/Integration/Munchkin.

• Marketo Munchkin Tracking Code

What you can expect from us:• Marketo Visitor Tracking ion ion’s

Script Library• Marketo Data Export

Implementation

We’ll add the Marketo SOAP integration to the creatives we produce for you. Moving forward, it will be easy to add this integration to all of your ion pages—making it automatic and easy for your ion inferred, behavioral and form-collected data to seamlessly get leveraged in Marketo! Here’s how it’s done—without code or developers:

Insert script at the campaign level:

1. Navigate to the “campaign management” screen and click on the pencil icon beside the campaign label.

2. Select Marketo > Campaign- visitor tracking from the </body> editor3. Save

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Integration

Marketo REST API Integrationion interactive integrates seamlessly with Marketo via their REST API. ion’s Marketo integration enables you to add contacts to Marketo in real time. This document provides step-by-step instructions to set up and start leveraging a Marketo integration. Set up the integration using ion’s support documentation, or have ion set up the integration for you!

What you’ll need from Marketo:• Marketo Client ID• Marketo Client Secret• REST API Identity URL

Client ID and Client SecretTo generate your Client ID and Client Secret, you’ll first need to create a new Launchpoint Service. Go to the Admin > Integrations > LaunchPoint screen and create a New Service.

Click on “View Details” link on the Installed Services grid to get the Client ID and Client Secret.

REST API Identity URLThe REST API Identity URL can be found within the Marketo Admin > Web Services panel.

Add an advanced rule to trigger the data export behind your forms:

1. Navigate to your form page2. From the creative studio, click on your form3. Click to add an advanced rule:

Condition: No conditions requiredAction: Export immediately - Marketo SOAP API

4. Save

We recommend testing your Marketo integration prior to launching any new creatives.Your dedicated account manager is always available to address any “how-to” questions.

© i-on interactive, inc. All rights reserved. www.ioninteractive.com 2

Listed below are the few items you’ll need to create within the ion platform to complete the integration:

• Create data collection fields• Create ion form(s)• Set-up testing creative

1. Add Marketo account credentials to ion

• Navigate to the Data Management menu and select Integrations• Click on Account Credentials toward the top of the screen• Under “marketo”, click +credentials• Add a friendly label for your account then enter your Marketo Client ID, Client Secret and

REST API Identity URL• Save

2. Create field mappingTaking the steps below will map your ion data collection fields to their corresponding Marketo API field names. To get started, add a new field mapping:

• Navigate to the Data Management menu and select Integrations• Click on +field mapping

• Label the field mapping and optionally add a description

• From the Integration type menu, select “Marketo REST”

• Save

Add an advanced rule to trigger the data export behind your forms:

1. Navigate to your form page2. From the creative studio, click on your form3. Click to add an advanced rule:

Condition: No conditions requiredAction: Export immediately - Marketo SOAP API

4. Save

We recommend testing your Marketo integration prior to launching any new creatives.Your dedicated account manager is always available to address any “how-to” questions.

© i-on interactive, inc. All rights reserved. www.ioninteractive.com 23

3. Add Outbound fields to field mapping

Outbound fields define the data you extend from ion to Marketo.

• Click on +outbound field• Add a field by selecting the field type from the Source drop-down• Select the field you’d like to export• Select the Marketo field from the drop-down menu of your Marketo API field names• Repeat these steps for each field that should be included in the Field Mapping• Skip adding Inbound fields

4. Create integration

• Click +integration• Enter label• Optionally add a description• Select the Field Mapping you’ve just created• Set maximum retries• If there is a service interruption with the external platform, ion will retry the post on the top

of the hour for as many retries as you indicate here.• Select Add Lead as the API method• Optionally add yourself to the debug distribution list for testing• This will deliver an email to the designated address when the integration runs that

displays the request and response from Marketo

5. Add integration to ion pages

The ion platform runs the integration based on rules you create. Rules can be added to any actionable item in your ion creative. Integration rules are typically run at the form-level, upon form submission, or on an assessment step. Follow the steps below to add the integration to your ion pages.Add an advanced rule to trigger the data export behind your forms:

1. Navigate to your form page2. From the creative studio, click on your form3. Click to add an advanced rule:

Condition: No conditions requiredAction: Export immediately - Marketo SOAP API

4. Save

We recommend testing your Marketo integration prior to launching any new creatives.Your dedicated account manager is always available to address any “how-to” questions.

© i-on interactive, inc. All rights reserved. www.ioninteractive.com 2

6. Test integration

To test your integration, use the creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode so you’ll want to open a traffic source URL for testing. The integration will run once you submit the ion form, or complete the action that runs the integration rule. If you’re on the debug email distribution list, you’ll receive an email that displays the data you transferred and response from Marketo. You’ll also want to verify success by ensuring the lead was created in your Marketo instance.

4

• Navigate into the creative• Click on the form submit

button• In Creative Studio, click on

+rules• Select the condition that

needs to be met to run the integration

• “No conditions required” is typically used

• Select “Run integration and complete before continuing” then select your Marketo integration as the action

• Save