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Integrate Marketo Form with Lasso

Integrate Marketo Form with Lasso

Key Steps:

  • Create a Smart Campaign.
  • Create a Webhook.
  • Set a Custom Header in the Webhook.
  • Add a Flow Step to Call the Webhook (direct form submissions to Lasso).

1 - Make sure you have the following information from your Client Director before you begin:

  • Lasso UID
  • Client ID
  • Project ID
  • Question and Answer IDs if applicable

2 - At the top of the page, click Admin.

3 - Create a new Smart Campaign.

For instructions on creating a Smart Campaign, please refer to: https://docs.marketo.com/display/public/DOCS/Create+a+New+Smart+Campaign

For information on Smart Campaigns, please refer to:

https://docs.marketo.com/display/public/DOCS/Understanding+Smart+Campaigns

4 - In the Smart Campaign, click on Smart List to define the list of the names to include in the campaign.

For instructions on creating a Smart List, please refer to:

https://docs.marketo.com/display/public/DOCS/Define+Smart+List+for+Smart+Campaign+%7C+Batch

5 - In order to integrate your form with Lasso, you need to create a Webhook. Under Admin>Integration, click Webhooks.

6 - Click New Webhook.

7 - Enter a name for the webhook in the Webhook Name field.

8  - In the URL field, enter https://api.lassocrm.com/registrants.

9 - In the Request Type field, select POST.

10 - In the Template field, paste the following code, replacing ClientID and ProjectID with the IDs provided to you by your Client Director:

{"firstName":{{lead.First Name:default=edit me}},"lastName":{{lead.Last Name:default=edit me}},"clientId":"<ClientID>","projectIds":["<ProjectID>"],"emails":[{"email":{{lead.Email Address:default=edit me}},"type":"Home","primary":true}],"rating":"N","sourceType":"Online Registration"}

The above code will submit the following fields to Lasso:

  • First Name
  • Last Name
  • Email Address
  • Rating=N
  • Source Type=Online Registration

If your form contains additional fields such as phone number and comments, include the following code:

"notes":[{{lead.Comment Capture:default=edit me}}], "phones":[ { "phone":{{lead.Phone Number:default=edit me}}, "type":"Mobile", "primary":true } ]

If your form contains additional fields such as questions, include the question folder path and question and answer IDs. For example:

"questions":[ { "id":<xxxxx>, "path":"Registration Form", "name":"How did you hear about us?", "answers":[ { "id":"x", "text":{{lead.How Did You Hear:default=edit me}} } ]

Important points to note:

  • It is recommended to use the Question ID from Lasso in your template. If you use only a question path, a question that is reorganized to a different folder path will be recreated at the path specified in the template. ***This will create duplicate questions.***
  • As above, if Lasso does not find the question in the folder path specified in the template, it will add the question to the folder path in the Question Center.
  • If Lasso does not contain the answer that is provided on the form, it will add the answer to the Question Center.
  • If there are questions in the webhook that are not on the form, those questions will not be submitted.

Please refer to the following link for code examples:

https://github.com/lassodatasystems/registrant-submitter-php/blob/master/lead.json

11 - In the Request Token Encoding and Response type fields, select JSON.

12 - Click Create.

For further instruction on creating a Webhook, please refer to:

                https://docs.marketo.com/display/public/DOCS/Create+a+Webhook

                For information on Webhooks, please refer to:

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

 13 - In the Webhook Actions dropdown, click on Set Custom Header.

 

14 - Click Add.

15 - Enter X-Lasso-Auth in the Header field and Token=<Lasso UID> in the Value

Note: Your Client Director will provide you with the Lasso UID.

16 - Click Save.

17 - In the Smart Campaign, click Flow. You are now going to tell the campaign what you want it to do by adding a flow step.

18 - Select Call Webhook from the menu items on the right of the page and drag and drop into the center flow action area. You will now see a flow step called Call Webhook.

19 - Click the dropdown in the Webhook field and select your webhook.

For further instruction on adding a Flow Step, please refer to:     https://docs.marketo.com/display/public/DOCS/Add+a+Flow+Step+to+a+Smart+Campaign

20 - Click on Results in the Smart Campaign to see submissions to Lasso.

21 - Click an ID to see the Activity Details.