Marketo connector for Acquia Lift

Marketo connector for Acquia Lift

Acquia Lift allows you to configure a connector to the Marketo marketing automation software, letting you import visitors' lead and activity data from Marketo and combine it with Acquia Lift visitor profiles. Leads are visitors and their attributes, such as job title or date of birth. Activities are visitors' actions on and off your website, such as receiving an email or downloading a whitepaper. This additional data provides deeper insights into visitors' identities, preferences, and behavior both on your website and through other channels such as email. You can use this data to create segments and target visitors with personalized content. For example, you can create a segment that includes visitors who have clicked a link for a particular email marketing campaign, and then target those visitors with personalized web experiences.

Connecting visitor profiles

For data imported from Marketo to be useful in Acquia Lift, it must be assigned to the correct Acquia Lift visitor profile. Marketo information can be incorporated into an Acquia Lift profile in the following two ways:

  • Email address

    An anonymous visitor accesses your website. Acquia Lift assigns this visitor a tracking ID. The visitor then fills out a Marketo webform to indicate interest in further information — for example, the visitor subscribes to a mailing list. The visitor's email address is then captured in Acquia Lift and associated with the tracking ID. It can now be used as the basis for matching and importing information from Marketo. For this process to happen, you need to add custom JavaScript to the webpages on your website that contain Marketo forms. Once the visitor submits a Marketo form, the custom JavaScript uses the Marketo forms API to extract the email address, and then pushes it to Acquia Lift using the JavaScript API.

    The following PHP example collects an email address from a Marketo form and sends it to Acquia Lift:

    $redirect = ', function(form){';
    $redirect .= '   form.onSuccess(function(values, followUpUrl){';
    // These next 3 lines are to send the user email to Lift.
    if (module_exists('acquia_lift_profiles')) {
      $redirect .= '     var vals = form.vals();';
      $redirect .= '     var formEmail = vals.Email;';
      $redirect .= '     _tcaq.push(["captureIdentity", formEmail, "email"]);';
    }
    $redirect .= '     location.href = "' . $href . '";';
    $redirect .= '     return false;';
    $redirect .= '   });';
    $redirect .= '});';
  • Marketo lead ID

    Marketo can be configured to send a marketing email with a unique Marketo lead ID appended to each link in the email. A visitor clicks one of these links, visits your website, and Acquia Lift assigns this visitor a tracking ID. In addition to this ID, the lead ID from the email link that the visitor clicked is imported into Acquia Lift and mapped to the Acquia Lift account identifier type. Acquia Lift captures the Marketo lead ID rather than the visitor's email address to prevent exposing personally identifying information in email links. After the Marketo lead ID has been captured, Acquia Lift links these two IDs and creates a unified visitor profile.

Configuring Acquia Lift Profiles settings

For the Marketo lead ID to be imported into Profile Manager, it must be mapped to the correct identifier type. The Acquia Lift personalization settings need to be configured to accept this mapping. To learn more about data mapping, see Configuring personalization settings.

To configure these settings for Marketo, complete the following steps:

  1. Sign in to your website as a user with the permission to administer the personalization settings, and then go to Configuration > Acquia Lift.
  2. In the Identity parameter field, enter the value Id. This is the Marketo lead ID.
  3. Ensure that the value in the Identity type parameter field is identityType and the value in the Default identity type field is account. This maps the Marketo lead ID to the Acquia Lift identifier type account.
  4. Click Save to save your changes.

Acquia Lift is now configured to assign data from Marketo to the correct visitor profile in Profile Manager.

Mappings

Depending on the information that you want to import from Marketo into Profile Manager, mappings will help you identify users and patterns. You can add activity mappings, lead mappings, or both to your Marketo connector.

Activity mappings

In Marketo, a lead, or a visitor that Marketo is tracking, performs activities or actions that are captured by Marketo, such as opening an email or signing up for a mailing list. The Marketo connector allows you to map these activities to events in Acquia Lift.

Once you have mapped this activity to an Acquia Lift event, it can be imported into Profile Manager and used to create a segment.

Lead mappings

Adding lead mappings to your Marketo connector allows you to import data related to visitors' identities and create segments from that information.

When you have mapped this lead to a field, it can be imported into Profile Manager and used to create a segment.

Salesforce integration

Marketo is also integrated with Salesforce customer relationship management software. Organizations often use Salesforce to track prospective customer interactions when they become sales-qualified leads — after the organization's sales team decides that a customer is a good fit for their product. The Marketo connector can import any lead or activity data that Salesforce has provided to Marketo, such as opportunity size or projected close date. This data can then be imported into Acquia Lift through the connector. Data from Salesforce can provide you with more detailed information about visitors' demographics, their interest in your website, and the likelihood that they will complete transactions such as purchasing your products.

Configuring Marketo connectors

To configure Marketo connectors in Profile Manager, see Configuring the Marketo connector in Profile Manager.

Exporting data back to Marketo

Although the Marketo connector can import data from Marketo, the connector cannot export data back into Marketo. To export your Acquia Lift data to Marketo, create a custom import script using Marketo's Bulk Import API, and then use the script to import your data back into Marketo.

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