Marketo is a comprehensive, analytics-based marketing automation software, primarily used for lead nurturing, scoring and management. With the Marketo Oktopost integration you can automatically sync social activities with lead records in Marketo to create more meaningful interactions with your customers.
Create Custom Service in Marketo
First, head over to Marketo → Admin → Integration → LaunchPoint and create a new custom service with REST API access.
Next, head over to Custom Activities under Database Management and create a new custom activity:
Next, define the custom activity's filter and trigger:
Next, define the custom activity's primary field:
Next, create the custom activity's fields:
|Data Type||Field Name||API Name||Description|
|string||Click Id||clickId||Reference to Oktopost activity ID|
|string||Campaign Tags||campaignTags||Comma separated list of keywords from Oktopost campaign|
|string||Campaign Name||campaignName||Oktopost campaign name|
|string||Message Keywords||messageKeywords||Comma separated list of keywords extracted from the post content|
|string||Poster Name||posterName||Name of the Oktopost user who scheduled the post|
|string||Profile Name||profileName||Name of the social profile who shared the link|
|string||Post Id||postId||Reference to Oktopost post ID|
|string||Post Source||postSource||UI, API, Board, Curation or Direct|
|string||Post Date Time||postDateTime||The post date and time|
|string||Post Url||postUrl||A link to the actual post on social media|
Create a CNAME
Before heading back to Oktopost to connect the integration you will need to set up a CNAME for Oktopost.
Connect Oktopost to Marketo
Once the custom activity and CNAME are set up, head back to Oktopost → Setup → Integrations, and add a new Marketo integration. Enter the Client Id, Client Secret and Munchkin Account Id from Marketo.
Then, enable the Sync Custom Activity option, select Click on Social Link from the list, click Save, and you're done.