Introduction
Delacon’s Marketo Integration allows phone calls to be captured by Marketo in the same way web form inquiries are. This allows Marketo to use phone call activity and web activity in the same way.
By combining calls alongside clicks and other online activity, your marketing automation software can make better decisions with all the information available.
To set up the integration, you will be required to make some configurations within Marketo.
Step 1 – Creating a new user
1. Login to the Marketo admin user’s account.
2. On the top right menu, click on the user icon → View Account
3. Navigate to Admin → Security → Users & Roles in the admin side panel.
4. Click the ‘Roles’ tab and then select ‘New Role’.
4. Choose a name for the role. A description is optional.
5. Make sure to select the box ‘Access API’.
6. Click ‘Create’.
7. Click the ‘Users’ tab and select ‘Invite New User’.
8. Choose an email address and a name for the new user (using a unique email address) and click ‘Next’.
9. Tick the boxes next to ‘API Role and ‘API Only and click ‘Next’.
10. Click Send
Step 2 – Creating a service
1. In the top menu select ‘Admin’ → ‘Integration’ → ‘LaunchPoint’ and select ‘New’ → ‘New Service’.
2. Choose a display name for the new service, such as ‘DelaconCallTracking’ and set the service to ‘Custom’.
3. Set the description to anything you want and enter the email address you used earlier when inviting the new user.
4. Click ‘Create’.
Step 3 – Entering Integration Details
In order for the integration to work, you will be required to provide the below information to Delacon:
- Client ID
- Client Secret
- REST API Endpoint
- REST API Identity
Accessing the Client ID and Client Secret
Click on Admin → Integration → Launch Point, select the service you just created and click “View Details”
Accessing the REST API and REST Identity:
Click on Admin → Integration → Web Services.
The REST API and REST Identity can be found on this screen.
Step 4 – Creating Custom Objects
In order for the integration to work, you will be required to provide the below information to Delacon:
- Custom object API name
Once the integration is complete, you can add custom objects in Marketo so you can use this additional data.
-
If needed, re-login to the Marketo admin user’s account, and on the top right menu click on the user icon → View Account
- Select Admin → Database Management → Marketo Custom Objects and click on ‘New Custom Object’.
- Create a display name (such as ‘Call’ or ‘Phone Call’) and enter a description if you wish. At this point the API name will be generated, whatever you set this to requires to be provided to Delacon. Beyond this set Show in Person Detail: to Show, then click Save.
- Select the new custom object in the field on right and click the ‘Fields’ tab.
5. To add additional fields to the custom object, click on ‘New Fields’
6. The Fields that need to be added are below, note you can add whatever display name you wish, but the API Name and Data Type are required. Besides the default fields generated by Marketo (createdAt, marketoGUID and updatedAt), the only field that is mandatory is the phoneCalls field as that is what is required to associate the call from Delacon with the record on Marketo
|
API Name |
Data Type |
Description |
|
callStatus |
string |
The result of the call, this can be:
|
|
callTime |
datetime |
Time of call |
|
cid |
integer |
The Delacon Service ID the call is related too |
|
device |
string |
Device associated to the matched web session |
|
duration |
integer |
How long the call lasted |
|
ip |
string |
IP associated to the matched web session |
|
isp |
string |
ISP associated to the matched web session |
|
keyword |
string |
Keyword associated to the matched web session |
|
landingPage |
string |
Landing page associated to the Matched Web Session |
|
phoneCalls |
link |
ID used by Marketo to associate the call record to the Marketo Person |
|
phoneNumber |
phone |
Phone Number of the caller |
|
referral |
string |
Referral URL of the Matched Web Session |
|
searchEngine |
string |
Search Engine associated to the Matched Web Session |
|
searchType |
string |
Search Type associated to the Matched Web Session |
|
theCall |
integer |
Unique Call ID of the Call used to identify the call at Delacon |
|
trackNumber |
phone |
The Tracking number called |
|
transferred |
phone |
The Termination number that the caller was routed too |
8. To publish, right-click the custom object in the list on the right and select ‘Publish’.
Finding the call information in Marketo
1. Navigate to Database → System Smart Lists
2. Click the “New” drop down and select “New Smart List”
3. Assign the new Smart List to a folder, and give it a name, these options are left to you
4. At this step you have 2 options depending on what you require.
4a. If you only are interested in people who called within a timeframe then:
Filters → Activity History
Click and drag “Was Added to Phone Call” from the list onto the main space
4b. In the event you are interested in anyone who has called, regardless of the time then
Filters → Person Attributes
Click and drag “Has Phone Call” from the list onto the main space
5. If you want to filter by specific CIDs, then on the top right of the filter, select “Add Constraint” to extend the drop down, then select “Cid”
6. A new field should appear in your filter, in this field add the CID you wish to filter out explicitly, ensure the first condition is set to “is”.
7. At this stage if you go to the “People” Tab, you should now see a list of all the People who the filter you just created applies to.
8. Click on a lead.
9. Navigate to ‘Custom Object’ and select ‘Phone Call’.
10. The phone call details will now be displayed:
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