How To Integrate Marketo With Empathy Logic Cloud (Elc) On A Microsoft Marketo Campaign

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Transcription:

Empathy Logic integration with Marketo Empathy Logic Cloud (ELC) integrates with Marketo by leveraging Marketo s data loader and API solutions to continuously synchronize all available data back and forth. ELC is also able to produce Marketo s Smart Lists either manually or in a triggered, automated environment. This feature allows marketers to leverage multiple data sources not available or integrated with Marketo to generate highly targeted segments that become immediately actionable in Marketo campaigns. ELC s post processing of lists and segments allows for the flattening of aliases (many- to- many email and Marketo ID s) to support advanced personalization in B2B environments. ELC s Master Data Management synchronizes with Marketo updates from multiple internal or external unsubscribe and Do Not Email (DNE) sources automatically. It also manages usage and deletion of time- limited rented lists.

Integration Guidelines and Steps Marketers can setup data integration between Empathy Logic Cloud (ELC) and Marketo following these steps: 1- Your ELC Project Manager will setup a meeting in person or on Webex for an ELC data discovery and Master Data Management (MDM) session. 2- Once you approve the MDM Playbook, your ELC Project Manager will setup a Secure File Transfer Protocol (SFTP) client in one of your source systems, and will start transferring data to ELC. 3- Your ELC Project Manager will work with Marketo Support to create an integration sandbox and turn integration testing on. 4- Marketo and Empathy Logic will start the on- going data synchronization once integration testing is completed in the sandbox, and approved by you. 5- Your ELC Project Manager will conduct a delivery and training session in person or on Webex to introduce your new ELC reporting tools and MDM dashboards. Example dashboard for Lifecycle Marketing Tracking

Data Mapping Examples Empathy Logic Cloud Simple Contact List for Marketo FIELD # SOURCE SOURCE API NAME DESTINATION 1 MARKETO_ID ID MarketoID 2 EMAIL_ADDRESS Email Address EmailAddress 3 FIRST_NAME First Name FirstName 4 MIDDLE_NAME Middle Name MiddleName 5 LAST_NAME Last Name LastName 6 SALUTATION Salutation Salutation 7 TITLE job title Title 8 COMPANY company name Company 9 ADDRESS1 address Address 11 CITY city City 12 STATE state State 13 ZIP postal code PostalCode 15 COUNTRY country Country 17 PHONE phone Phone 18 INDUSTRY industry Industry 19 FAX fax Fax 20 WEBSITE website Site 21 REGION ELC_region ELC_Region 22 ELC_Previous_MarketoID ELC_Previous_MarketoID ELC_Previous_MarketoID 23 ELC_Segment ELC_Segment ELC_Segment

Empathy Logic Cloud Simple Activity List from Marketo Activity Type ClickLink ClickEmail InterestingMoment OpenEmail Form Fill Out VisitWebpage Description lead clicked a link on the web site lead clicked a link on an email Interesting Moment captured on the lead lead Opened an email lead filled out a Marketo Form Lead Visited a Web page (page w/munchkin Code) Field # SOURCE 1 id 2 activitydatetime 3 activitytype 4 mktgassetname 5 campaign 6 mktpersonid 7 Email 8 Change Value 9 Lead ID 10 New Value 11 Referrer URL 12 Score Name 13 Webpage URL 14 Description 15 Webpage ID 16 Client IP Address 17 User Agent 18 Message Id 19 Created At 20 Query Parameters 21 Link ID 22 Search Engine 23 Search Query 24 Owner 25 Owner Id 26 Old Owner 27 Assign To 28 SFDC Type

Empathy Logic Cloud Self- Reported and Derived (Or Augmented) attributes to Marketo FIELD # SOURCE FIELD DESTINATION FIELD 1 MARKETO_ID MarketoID 2 FIRST_NAME ELC First Name 3 MIDDLE_NAME ELC Middle Name 4 LAST_NAME ELC Last Name 5 SALUTATION ELC Salutation 6 TITLE ELC Title 7 COMPANY ELC Company 8 ADDRESS1 ELC Address1 9 ADDRESS2 ELC Address2 10 CITY ELC City 11 STATE ELC State 12 ZIP ELC Zip 13 ZIP4 ELC Zip4 14 COUNTRY ELC Country 15 COUNTRY_CODE ELC Country Code 16 PHONE ELC Phone 17 EMAIL Email 18 INDUSTRY ELC Industry 19 FAX ELC Fax 20 WEBSITE ELC Website 21 datasource ELC Datasource 22 Region ELC Datasource Region 23 Segment ELC Segment 24 DERIVED_FIRST_NAME ELC Derived First Name 25 DERIVED_MIDDLE_NAME ELC Derived Middle Name 26 DERIVED_LAST_NAME ELC Derived Last Name 27 DERIVED_ADDRESS1 ELC Derived Address1 28 DERIVED_ADDRESS2 ELC Derived Address2 29 DERIVED_CITY ELC Derived City 30 DERIVED_STATE ELC Derived State 31 DERIVED_ZIP ELC Derived Zip 32 DERIVED_ZIP4 ELC Derived Zip4 33 DERIVED_COUNTRY ELC Derived Country 34 DERIVED_COUNTRY_CODE ELC Derived Country Code 35 DERIVED_TITLE ELC Derived Phone 36 DERIVED_COMPANY ELC Derived Company 37 DERIVED_PHONE ELC Derived Phone 38 CONTACT_TYPE ELC Contact Type