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.
