marketo data shield setup guide -...

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Marketo Data Shield Setup Guide of 20

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© Copyright 2015 RingLead, Inc.

Marketo Data Shield Setup Guide



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Marketo Integration Diagram

A new prospect is created in Marketo.

1

The Marketo prospect flows through the RingLead Webhook.

2

3 RingLead transforms the data values as specified in your Data Shield settings.

Per your settings, First and Last names are changed to proper case, job titles are adjusted, state and country codes are applied, and more!

4 The updated field values are sent back to Marketo.

5 A Marketo flow step can be added to sync changes back to Salesforce or another CRM

2

5

1

R

Webhooks

New Record

or other CRM

3

Data Shield Admin Panel

Company Names

Case

Periods

Commas

Hyphens

Names

URLs

Convert to proper case

Remove

Single space after

Do nothing

?

?

?

?

4



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Log in to RingLead’s Client Portal at https://login.ringlead.com/support/

Click on the Web-to-Lead tab

Pre-Setup Tasks

Username

Password

Login or press ‘Enter’

RingLead Login

Home Unique Upload Web-to-Lead Uniqu

Choose the appropriate Script from the drop down and select the “Go” button.

Contact Us form Go

Automate Lead Scoring, LView the Quickstart Guide

Unique Web-to-Lead for RingLead

Select a web form script:

Unique Web-to-Lead (fo



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Set up your connection to Salesforce by providing your Salesforce Username and Password

General Information

Is this your first time using Unique Web-to-Lead?

Web Form Script #1

View the Quickstart Guide

Update the field actions to obtain the form action URL (View the Quickstart Guide)

Description:

Salesforce Username:

Salesforce Password:

Link to Salesforce Sandbox:

Form Action URL:

Declone Web-to-Lead Script (1)

A description of the web forms processed by this web form script.

Example: “Website marketing forms”

Login successful. User is valid.

Example: [email protected]

(enter the Salesforce login Username above, typically a Marketing User or System Administrator profile)

This Web form script is NOT configured to be connected with a Salesforce Snadbox organization.Learn how to point this to a Salesforce Sandbox

Update

After a successful attempt, you will see the “Login Successful”, message and you can continue to setting up the Marketo portion.`

Navigate to near the bottom of the page under Partner Integration and select the “Get Started with Marketo Integration”

Partner Integrations

R

Email Automation and Lead Management

Using RingLead de-duplication tools in

further streamline their management

Get Started with Eloqua Integration

Email Automation and Lead Management

Using RingLead de-duplication tools in

further streamline their management

Get Started with Marketo Integration



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Connect to your Marketo Instance by filling in the form below on RingLead’s website.

You can find the details to fill into the above form after you have logged into Marketo and navigated to the Admin section .

Set up your Marketo API Connection

Marketo API Connection

Copy and paste the following fields from Marketo Admin:

SOAP endpoint

Access Status

User ID

Encryption Key

(be sure this is “Active)”

Login to Marketo > Admin > Integration > SOAP API

Verify Marketo Connection

Web Services

Manage Web Services

API Call Information

Daily Request Limit:

Requests in the Last 7 Days:

10000

0

Donato Diorlo Admin

Web Services

My Marketo Marketing Activities Design Studio Lead Database Analytics

SOAP API

Endpoint:

Access Status:

Status Reason:

User ID:

Encryption Key:

SOAP API documentation:

https:// .mktoapi.com/soap/mktows/2_4

Active

broadlock

61

http://developers.marketo.com/documentation/soap

Save Changes

REST API

Endpoint:

Identity:

REST API documentation:

http:// .mktorest.com/rest

http:// .mktorest.com/identity

http://developers.marketo.com/documentation/rest

Find

R



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After you have filled in the values and clicked “Verify Marketo Connection”, you’re ready to activate the Data Shield

Clicking the “Activate Data Shield” button will launch a new window with the Broadlook Client Portal

Data Shield Webhook

Enforce data standards with Data Shield. Complete the Data Shield for Marketo setup process using the Data Shield License Key below. Return to RingLead to complete the setup of your RingLead Web-to-Lead Marketo webhook.

Once you have the Data Shield License Key, click Activate Data Shield below.

Contact RingLead for your Data Shield License Key

Activate Data Shield

Marketo API Connection

Change Marketo Connection

Your Marketo Connection is Verified

Learn more about Marketo integration with RingLead

Sign in using

Show more options

Broadlook License Key

Broadlook Client Portal



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Click on the “Broadlook License Key” button, and paste in the Key provided by RingLead.

After Activated, you will see a screen like this (actual values have been blacked out here to preserve security for this customer):

1. Fill out the remaining fields on the left.

2. Verify that the fields on the right look correct. They should match the data you just provided.

3. Click “Register”

* It may take a few minutes to register

Register

Broadlook Client PortalHome

Data Shield for Marketo

EULA

Administrator

Company Name

Broadlook

Contact Name

Broadlook VirtualDesk

Contact Title

Contact Phone

Contact Email

[email protected]

Marketo Connection

SOAP Endpoint

https:// /soap/mktows/2_4

User ID

Broadlook

Encryption Key

Broadlook Data Shield Product Key

61

M35

Copy and paste the following fields from Marketo > Admin > Integration > SOAP API

I have read and agree to the terms and conditions



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Set up Normalization Rules Set up the Marketo Webhook

CompanyBroadlook

Marketo User IDringleaddev1_409541255127E94AB8D154

Scheme: Broadlook Corporate CUSTOM (enforced) Enforce

Rename Delete Share Print

Scheme used at Broadlook corporate office.

- Company names

Case

Periods

Commas

Hyphens

Leading “The”

Phrade: “and Company

Phrase: “and””

Convert tp proper cas

Remove

Remove

Remove

Move to end

Convert to “& Compa

Convert to “&”

Before After

Each field has various options you can set to handle specific examples. You can choose as few or as many options as you like.

When complete, Save and click on “Enforce” to make sure your Scheme settings take effect.

You will see a screen like this:

Set up the Marketo Webhook

Step 1 - Click on “Setup Normalization Rules” to set up your Normalization settings



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Log in to Marketo and create a new Marketo Webhook

In Admin, navigate to "Webhooks" in Marketo, and click on Create New Webhook..

Step 2 - Setup the Marketo Webhook inside of Marketo

No Webhooks found

Donato Diorlo Admin

Web Services


Find

R

Webhooks ActionsNew Webhook

Create

Find...

Webhooks

Community



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Copy and paste the Webhook Name:Broadlook Data Shield

Copy and paste the Description: Normalizes Fields

Copy and paste the URL: https://account.broadlook.com/api/v1/shield/normalize2

Select the Request Type: POST

Webhook Name:

Description:

URL:

Request Type:

Template:

Request TokenEncoding:

Response type:

New Webhook

*

*

*

Insert token

Insert token

None

None

POST

Cancel Create

Copy and paste the Template1

{ "uid" : "xxxxx", "contacts": [{ "FirstName": {{Lead.First Name:default=}}, "LastName": {{Lead.Last Name:default=}}, "CompanyName": {{Company.Company Name:default=}} , "JobTitle": {{Lead.Job Title:default=}} , "Address": {{Lead.Address:default=}} , "City": {{Lead.City:default=}} ,"State": {{Lead.State:default=}} ,"Website": {{Company.Website:default= }}, "Phone": [ {{Lead.Phone Number:default=}}, {{Lead.Mobile Phone Number:default=}}, {{lead.Fax Number:default=}} ], "RecordType": "Person" }] }



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Select the Request Token Encoding =JSON

Select the Response Type = JSON

Click Create

Select Broadlook Shield webhook in the right menu.

Go to Webhooks Actions in the top menu, then to “Set Custom Header”

Webhook Name:

Description:

URL:

Request Type:

Template:

Request TokenEncoding:

Response type:

New Webhook

*

*

*

Insert token

Insert token

None

None

POST

Cancel Create



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Select Broadlook Shield Webhook in the right menu.

Click Edit in the Response Mappings area.

Click Add

Copy and paste the Header – Content-Type

Copy and paste the Value – application/json

Click Save

Set Custom Header

Cancel

Add Remove

Header Value

Save

Response Mappings

Response Attribute Marketo Field

Edit

Edit Response Mapping

Add Remove

Response Attribute Marketo Field



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Click Add, and Copy and paste the Response Attribute – [0].LastName[0]Copy and paste the Marketo Field – LastName

Click Add, and Copy and paste the Response Attribute – [0].JobTitle[0]Copy and paste the Marketo Field – Title

Click Add, and Copy and paste the Response Attribute – [0].Phone[0]Copy and paste the Marketo Field – Phone

Click Add, and Copy and paste the Response Attribute – [0].Phone[1]Copy and paste the Marketo Field – MobilePhone

Click Add and Copy and paste the Response Attribute - [0].CompanyName[0]Copy and paste the Marketo Field – Company

Click Add, and Copy and paste the Response Attribute - [0].FirstName[0]Copy and paste the Marketo Field – FirstName

Click Add, and Copy and paste the Response Attribute – [0].Website[0]Copy and paste the Marketo Field – Website

Click Add, and Copy and paste the Response Attribute – [0].City[0]Copy and paste the Marketo Field – City

Click Add, and Copy and paste the Response Attribute – [0].State[0]Copy and paste the Marketo Field – State

Click Add, and Copy and paste the Response Attribute – [0].Address[0]Copy and paste the Marketo Field – Address



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The Response Mapping window should end up looking very similar to the window below. If so, you are all set and can hit the “Save” button.

1 Customized Marketo fields can be substituted for the default fields listed. For example, if you have created a custom field for first name called firstname.marketo, you would use that instead of the “FirstName”.

Congratulations, the Webhook should now be setup.

Edit Response Mapping

Add Remove

Response Attribute

[0].Address[0]

[0].State[0]

[0].City[0]

[0].Website[0]

[0].Phone[0]

[0].Phone[0]

[0].JobTitle[0]

[0].LastName[0]

[0].FirstName[0]

[0].CompanyName[0]

Marketo Field

Address

State

City

Website

Phone

Phone

JobTitle

LastName

FirstName

CompanyName

CancelSave



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To set up the Webhook process to run on new or changed leads, The Data Shield webhook must be placed into two separate Marketo Smart Campaigns.

To Normalize and Protect New Leads-Navigate to the existing the “Send Lead to RingLead” Smart Campaign in the RingLead Processing program. (If not using the RingLead Processing, see NOTE below).

Add the webhook to the “Send Lead to RingLead” flow, just before the RingLead Web-to-Lead webhook is called, per screen shot below.

Set up the triggers to run your new Data Shield Webhook


Send Lead to RingLead Smart List Flow Schedule Results

New Campaign Actions View Campaign Members

Collapse All Expand All

Add Choice

1 - Call Webhook

Webhook: Data Shield

Add Choice

2 - Call Webhook

Webhook: RingLead Web-to-Lead

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© Copyright 2015 RingLead, Inc.Marketo Data Shield Setup Guide of 20

To Normalize Modified Marketo Leads-Another Smart Campaign should be created in the RingLead Processing program, or in the Data Normalization program created above if you are not using RingLead Processing.

Name this Smart Campaign: Normalize Modified Leads

Fill in the Description:As leads change, send to Broadlook Data Shield to normalize Click Create

Navigate to the Smart List area for your Normalize Modified Leads Smart Campaign

NOTE: If you are not using the RingLead Processing, then create a new Program in your Data Management folder called “Data Normalization”. Create a new Smart List with “Lead is Created” as the trigger. Add “Call Webhook” (Broadlook Data Shield webhook) as the flow step. Schedule to run every time, and Activate the scheduler.

Program:

Name:

Description:

New Smart CampaignNew Smart Campaign

RingLead Processing

Normalize Modified Leads

As leads change, send to Broadlook Data Shield to normalize

+

CANCEL CREATE

Normalize Modified Leads Smart List Flow


Use ALL filters Collapse All Expand All

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© Copyright 2015 RingLead, Inc.Marketo Data Shield Setup Guide of 20

Click and add a Trigger on the right side for Data Value Changes

Set the Attribute to Company Name

Repeat these steps to add a trigger for First NameRepeat these steps to add a trigger for Last NameRepeat these steps to add a trigger for TitleRepeat these steps to add a trigger for Phone NumberRepeat these steps to add a trigger for Mobile Phone NumberRepeat these steps to add a trigger for CityRepeat these steps to add a trigger for StateRepeat these steps to add a trigger for Address

Add Constraint

Data Value Changes

Attribute: Select Attribute...

Birthdate

Company Name



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When completed, you should have a list much like below:



Add Constraint

Attribute: Company Name

Normalize Modified Leads Smart List Flow Schedule Results

Add Constraint

Data Value Changes

Attribute: First Name

Add Constraint

Data Value Changes

Attribute: Last Name

Add Constraint

Data Value Changes

Attribute: Title

Add Constraint

Data Value Changes

Attribute: Phone Number

Add Constraint

Data Value Changes

Attribute: Mobile Phone Number

Add Constraint

Data Value Changes

Attribute: Website

Use ALL filters Collapse All Expand All



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Go to the Flow step and add “Call Webhook”, and choose the Data Shield webhook.

Activate your new Smart Campaign and set the schedule to run every time.


Normalize Modified Leads Smart List Flow Schedule Results


Collapse All Expand All

Add Choice

1 - Call Webhook

Webhook: Data Shield

Smart Campaign Settings

Inactive

Triggered

Campaign Status:

Smart List Mode:

Triggered Campaign Schedule

If lead has been in this Smart Campaign before

Each lead can run through the flow once

if lead has reached the communication limits

Ignore limit

Activate

Qualification Rules determine how many times each lead can run through the Smart Campaign flow

Edit Qualification Rules

Run each lead through the campaign flow:

only once

once every

every time

If lead is over communication limits

Block non-operational emails

Days

Cancel Save

Congratulations!

Marketo data is now protected by Broadlook Data Shield!



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I am using the Spark version of Marketo and do not see API details to configure.Marketo’s spark version does not support API integration, and will not work with the Ringlead Data Shield. To take advantage of this integration, you need to have standard level or above.

I have custom Marketo fields, will Data shield protect those or just the default fields Marketo provides?Data Shield can normalize and protect custom fields, but you will need to customize your payload template to pass and accept your different values

I work with international data such as phones, will Data Shield help clean that?Data Shield currently only works with US formatted phones and addresses. If you have a large number of non- US data, you may wish to remove those fields from your payload and return mapping of the Marketo Webhook.

Frequently Asked Questions

marketo data shield setup guide -...

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