Adding activity mappings¶

To add activity mappings to your Marketo connector (with example values based on the previously described situation), complete the following steps:

1. In the Activity Mapping tab, click Add Activity.

   Personalization displays the Add Activity Mapping dialog box.

2. In the Select Activity list, click the activity that you want to add to the connector. After you select an activity, Personalization displays several options for mapping the attributes of this activity. The available attributes vary by activity.
3. The Primary Attribute section allows you to map the primary attribute of your selected activity to the Person, Touch, or Event tables. The primary attribute of an activity is what Marketo has determined to be the most important piece of information that this activity contains. The primary attribute varies by activity. For example, if the activity is Click Email, the primary attribute is Mailing ID. To map the primary attribute, complete the following steps:

   1. In the Select Table list, click the Personalization table to which you want to map this attribute.

      For the example, map it to the Events table.

   2. In the Select Field list, click the field to which you want to map this attribute.

      For the example, map it to custom_field_10.

4. The Other Attributes section allows you to map other attributes of your selected activity to the Person, Touch, or Event tables. An activity’s other attributes are additional pieces of information that may be useful for you to import. For example, for Click Email, other attributes include Device and Is Mobile Device. To map other attributes, complete the following steps:
   1. In the Select Table list, click the table to which you want to map this attribute.
   2. In the Select Field list, click the field to which you want to map this attribute.
   3. Depending on your needs, repeat the previous two steps until you have mapped all the attributes you want to import.
5. To update the Person table without creating an event for this activity, select the Update person only without creating events checkbox. You can select this checkbox to prevent certain activities from generating a large number of events that you may not want to import. For example, the Change Score activity allows you to import the Marketo score value for an activity. Marketo tracks every change in score as a discrete activity, which means a new event is created for each change in score. Select the Update person only without creating events checkbox to prevent events from being created.
6. Click OK. Personalization displays a list of the saved activity mappings for this connector.

You have now added activity mappings to your Marketo connector. If required, you can use the preceding procedure to add additional activity mappings to this connector.

Depending on your needs, you can now add lead mappings or enable your connector to begin importing data from Marketo into Personalization.

Adding lead mappings¶

You can also add lead mappings to your Marketo connector, such as job title or company ID. The Marketo connector allows you to map these leads to fields in the Person table.

For example, you could map the Marketo lead Job Title to custom_field_11 in the Person table.

To add a lead mapping that would allow you to import visitors’ job titles:

1. In the Lead Mapping tab, click Add Lead.

   Personalization displays the Add Lead Mapping dialog box.

2. In the Marketo Lead Field list, click the lead that you want to add to the connector.

   For this example, click Job Title.

3. In the Lift Person Field list, click the field to which you want to map this lead.

   For the example, click custom_field_11. Job title data will now be mapped to this custom field in the Person table.

4. Click OK.

Personalization displays a list of the saved lead mappings for this connector.

You can use the preceding procedure to add additional lead mappings to this connector.

After you have finished adding activity and lead mappings to your connector, click the Back to connector list link to return to a list of your connectors. Your activity and lead mapping information is saved. The next step is to enable your connector.

Enabling or disabling a connector¶

To enable a connector, set the switch to On. To disable the connector, set the switch to Off.

Deleting a connector¶

To permanently remove a connector or its mapping information, complete the appropriate steps depending on your needs:

• Connector: Find the connector in the list of displayed connectors, and then click Delete.
• Activity mapping for a connector: Complete the following steps:
  1. Find the connector in the list of displayed connectors, and then click Configure.
  2. In the Activity Mapping tab, find the activity mapping in the list of displayed activity mappings.
  3. Click Delete.
• Lead mapping for a connector: Complete the following steps:
  1. Find the connector in the list of displayed connectors, and then click Configure.
  2. In the Lead Mapping tab, find the lead mapping in the list of displayed lead mappings.
  3. Click Delete.

Editing a connector¶

To modify or edit a connector:

1. Find the connector in the list of displayed connectors, and then click Configure.

   The page reloads with the connector’s configuration information.

2. To modify or edit the connector’s configuration information, click Edit configuration.

   Note

   Clicking Edit configuration will remove all mapping information from this connector.

3. To modify or edit the connector’s activity mappings, in the list of mapped activities, click the activity’s name and then modify its settings as required.
4. To modify or edit the connector’s lead mappings, in the list of mapped leads, click the lead’s name and then modify its settings as required.
5. Click Save to save your changes.