SURVICATE & MARKETOINTEGRATION GUIDE

Survicate & Marketo Integration 2

Table of contents

What is Survicate? 3

How Survicate works with Marketo? 4

System Requirements 5

What do you need to get started? 6

Marketo configuration in Survicate 8

Survey configuration with Marketo fields 10

Sending activities to Marketo 10

Sending Survicate answers as Marketo lead fields 12

Where you can find data from Survicate in Marketo? 13

F.A.Q. 15

Survicate & Marketo Integration 3

What is Survicate?

Survicate is an all-in-one customer feedback tool used by companies like Harvard University, T-Mobile and Indeed. Get feedback from your leads and customers with surveys distributed on your website or via email.

• Automate customer satisfaction programs with Net Promoter

Score®, CSAT or CES surveys

• Qualify leads and close the gap between marketing and sales

teams

• Prequalify anonymous website visitors and push collected data

to Marketo once they convert into leads

• Collect insights crucial for upsell, cross-sell and driving referrals

• Turn more website visitors into leads and promote content

Use Survicate to:

Survicate & Marketo Integration 4

How Survicate works with Marketo?

Survicate lets you sync answers collected with surveys with your Marketo leads data. You can use surveys to create or update leads, attach information collected with Survicate as lead fields, and trigger email campaigns based on survey responses.

Once anonymous website visitor turns into a Marketo lead, all of her previous responses will be sent to the lead profile.

Survicate & Marketo Integration 5

System Requirements

• In order to complete installation of either Survicate or Munchkin

+ Survicate you will need to have access to your website code, or

contact your developer and provide her with proper codes

• Survicate code can be installed with Google Tag Manager

• No outside assistance is required in order to complete integration

configuration within Survicate panel

• No outside assistance is required in order to configure surveys

• Marketo Admin credentials are required in order to create an API user

and LaunchPoint service

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What do you need to get started?

• An active Survicate account with a Professional subscription level at least.

You can check prices and compare subscriptions here.

• An API or API-only user in Marketo

In order to create such account please refer to official Marketo documentation.

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In order to collect all of the above please refer to Marketo Rest-API

authorization.

• Marketo Client ID

• Marketo Client secret

• Marketo REST API Endpoint URL

• A Survey of chosen/needed type configured and/or installed

More about Survey types and how to create them here.

Survicate & Marketo Integration 8

Marketo configuration in Survicate

In order to enable Marketo integration in Survicate panel:

1. Go to Settings -> Integrations -> Marketo (view)

2. Click Connect

Survicate & Marketo Integration 9

3. Enter Client ID, Client secret and Endpoint URL. Click Authorize

once finished.

We mentioned how to obtain these credentials in “What do you need to get started?”

You will see Marketo section green and “Enabled”.

You can start sending answers from Survicate directly to Marketo Leads!

Survicate & Marketo Integration 10

Survey configuration with Marketo fields

Sending activities to Marketo

Once you have configured and authorized the integration, go to Survicate panel and create a new survey (or edit the one you want to use).

Each answer can be sent to Marketo as Lead Activity:

Each answer can be sent to Marketo as Lead Activity:

• Survey name

• Lead ID

• Question ID

• Survey ID

• Survey question

• Survey answer

Survicate & Marketo Integration 11

You can use these attributes to trigger automated campaign in Marketo:

Survicate & Marketo Integration 12

Sending Survicate answers as Marketo lead fields

Answers collected with Survicate can be sent to Marketo as lead field values:

Survicate lets you map how the integration syncs the answers from your survey to your leads in Marketo.

The mapping table lets you map custom values to Marketo fields to be passed witch each response:

Survicate & Marketo Integration 13

Where you can find data from Survicate in Marketo?

1. Go to your Marketo account => Lead Database

2. All Leads => Leads => CLick on Lead ID

Survicate & Marketo Integration 14

You will see all data you have collected with Survicate in Lead Info and all activities for that Lead in Activity Log.

Survicate & Marketo Integration 15

F.A.Q.

Which survey types I can integrate with Marketo?

Targeted Website, In-Message and Email NPS surveys are fully compat-ible with this integration. All question types will integrate as well. Ques-tionnaire can be used as well, but be cautious! Questionnaire will inte-grate only if Contact Form with Email field is contained!

Can I use this to target Marketo campaign?

Based on values you have selected to be recorded in Marketo from Survicate survey, you can target campaigns within Marketo. For example, if you have described value Newsletter you can select them now under Newsletter custom object in Marketo.

Can I send data to custom fields in Marketo?

Yes. We not only support sending to default lead fields, but also to those you have created manually in Marketo.

Do you sync answers once anonymous visitor become a lead?

Yes – we allow you to survey anonymous website visitors throughout these visits in an unobtrusive way, gradually gathering useful insights. Based on information gathered, you can create specific segments and deepen knowledge about them. Once they sign up with Survicate’s or Marketo contact form - we push all the Insights from Survicate to Lead Profile in Marketo - even if they have been gathered with many different surveys. You get your newly created contact delivered with a package of actionable insights.

Find out more about Survicate & Marketo

Integrationhere:

Survicate surveys for Marketo