In this post, we will take you through how Marketo can be integrated with Cleverstory for lead generation, to capture engagement, and utilising insights to filter contacts in Marketo from Cleverstory pages.
For this integration to be successful, you will require:
Admin privileges on Marketo
Same user email access on both Cleverstory and Marketo
This article will guide you on:
Setting up Events on Marketo
Deriving the tracking id
Integrating HubSpot with Cleverstory
(Please note that to make full use of this, your account administrator should have enabled this integration for you)
Step 1: Log in to your Marketo application, Head to Admin > Security > Users & Roles. Click on New Role.
Step 2: Create a new role and enable Access APIs. Be sure to give your role a descriptive name. Under Access API permissions, API-Only users have a specific set of permissions that are separate and distinct from normal user permissions. API permissions exist in their own hierarchy underneath the “Access API” tree.
Step 3:
> Once you’ve created the role, now you have to Invite a new user and enable permissions under the Users tab.
> Click on Invite New user and add the respective email, first name and last name information.
> Next is to give Permissions. Under Roles, select the role you had created earlier.
> Click on Next, and a message box will appear. Choose Send.
Step 4: Head over to LaunchPoint and create a new service.
Fill in the Display name as per your preference and against Service opt for Custom.
Under Description, enter “Cleverstory Marketo Leads” and choose the API Only user’s email.
Click on Create once you’ve added all the details.
Click on ‘View Details’ against the service created to get the Client ID and Client Service to help integrate Marketo in Cleverstory.
Another detail required is the Munchkin ID. Click on Munchkin to get the Munchkin Account ID.
Once we have all the details ready, next we’ll activate Marketo in Cleverstory.
Once you’ve activated, Enter the Munchkin-ID, Client ID and Client – Secret, Turn on Sync Events and ‘Save Changes’.
Next is to create custom activities to push the details to your Marketo.
Head to Admin and on the left sidebar under Database Management, go to Marketo Custom Activities.
Create a New Custom Activity and add the below details against each field.
Display Name | Cleverstory Event |
API Name | cleverstoryEvent_c |
Description | Event to track user interaction with cleverstory content |
Next, define the custom activity’s filter and trigger and how it will be displayed. Add the below given values and click on Next once done.
Filter | Interacted With Cleverstory Content |
Trigger | Interacted With Cleverstory Content |
Now add the custom activity’s primary field.
Data Type | string |
Name | Description |
API Name | description |
Description | Description of the user interaction with content |
Go ahead and Create Custom Activity for the rest of the fields. Switch to the Fields tab and create a New Field.
Follow the below chart for populating the fields one by one.
Data Type | Name | API Name | Description |
string | Description | description | Description of the user interaction with content |
string | Page ID | pageID | The unique id of the page viewed by the lead |
string | Page URL | pageURL | The name of the page viewed by the lead |
string | Page Name | pageName | The name of the page viewed by the lead |
string | Asset ID | assetID | Unique id of the asset viewed by the lead |
string | Asset Name | assetName | The name of the asset viewed by the lead |
string | Percent Viewed | percentViewed | The percentage completion of the asset |
The final step is to Appove the Custom Activity’s created. Navigate to the Marketo Custom Activities tab and under Custom Activity Actions, choose the Approve Activity option.
You’re all set with Marketo!
If you’ve still got questions, please reach out to support@paperflite.com and we’ll be happy to assist.