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Marketo Integration Guide for Events

Last Updated: March 6, 2018 // 11:07 AM

BlueJeans Events Registration feature allows the attendees to register for an Event and upon registration approval attendee receives a unique event url which allows maximum of 2 attendees to join the respective Event. When a BlueJeans Event is integrated with Marketo, the attendee registration part is handled by Marketo and the approval part is handled by BlueJeans.

These features will be handled by Marketo:

  • Registration Invitation Email
  • Registration Page
  • Registration Confirmation Page
  • Registration Confirmation Email (contains unique event url)

These features will be handled by BlueJeans:

  • Attendee Approval
  • Unique event url generation

When the event's registration approval type is AUTO APPROVAL, attendees will be approved automatically upon registration.

Event Registration Flow with Marketo

An Event in BlueJeans will be associated with a Program in Marketo which should contain these Campaigns.

User Registered Campaign

  • All the users upon registering in Marketo Registration Page, will be populated here
  • A Web-Hook call from Marketo will be made to send user registration data to BlueJeans
  • Based upon Event's registration approval type, user's registration approval type will be processed

This Campaign should contain below assets:

  • Registration Page
  • Registration Form
  • Registration Confirmation Page

User Approved Campaign

  • Once the user is approved by Event Organizer, user lead information will be populated here by BlueJeans
  • In case of approval type AUTO APPROVAL, user lead information will be populated here after user registration data is received from Web-Hook call of Marketo User Registered Campaign

This Campaign should contain below assets

  • Registration Confirmation Email (contains event url )

User Attended Campaign

  • Once the user is joined to the Event, user lead information will be populate here by BlueJeans

User Absent Campaign

  • Once the Event is over, we trigger this batch Campaign which will populate the lead informations derived by leads present in User Approved Campaign and do not present in User Attended Campaign.

So as the BlueJeans requires to call Event Organizer's Marketo Campaigns to populate lead informations, it requires the Marketo API Credentials.

BlueJeans Marketo Integration Setup has been divided to these Sections:

Section 1 : Creating Marketo API Credentials
Section 2 : Configuring Marketo API Credentials in BlueJeans Admin page
Section 3 : Creating Program, Campaign and Assets in Marketo
Section 4 : Creating registration enabled Event
Section 5 : Configuring Program and Campaigns in BlueJeans Events Manage Registration page

Section 1 : Creating Marketo API Credentials

a. Create a new Role

Create a new Role with Access API accessibility

Go to Admin Page →  Users & Roles → Roles tab →  Create New Role

    

b. Create a new User & assign this Role to the user

Create a new User

Go to Admin Page →  Users & Roles → Users → Invite New User

    
Fill the deails

Assign the newly created Role to a User

Go to 'Step 2: Permissions' Tab →  Select API Role checkbox

    
Save the Informations

c. Create a new Service

You need to create a new Service, whose credentials will be used by BlueJeans to call Marketo Campaigns API

Go to Admin Page →  Integration → Launch Point → Installed Services → New Service
    

Click on View Details

       

 These clientId and clientSecret you need to share with BlueJeans Events Page. So BlueJeans Events will call to Marketo Campaign APIs using these credentials.

d. Get the REST API endpoint

The REST API Endpoint you need to share with BlueJeans Admin Page.

Go to Admin Page →  Integration → Web Services → REST API

   

So these are the credentials you have generated before configuring in BlueJeans Admin Page.
 

Client Id : b055616f-ea2a-4827-xxxxxxxxxxx...
Client Secret : CwT9aLh6if3cG-xxxxxxxxxxx...
REST API Endpoint URL : https://...............mktorest.com

Note: the Rest API endpoint URL should NOT contain /rest at the end while pasting it in the next section.

Section 2 : Configuring Marketo API Credentials in BlueJeans Admin page

If you are an Admin for your Enterprise in BlueJeans Account, login to BlueJeans and go to ADMIN page → EVENTS INTEGRATIONS

a. Test and Update Marketo API Credentials in BlueJeans Events - Admin Page

    

Before updating the credentials, ensure the credentials are correct and has Marketo API accessiblity by using TEST CREDENTIALS.

Section 3 : Creating Program, Campaign and Assets in Marketo

a. Create a Campaign Folder

Go to Marketing Activities → Create new Campaign Folder → Enter the folder name

    

This is the parent folder of your Program and Campaigns.

b. Create a Program

This program will be associated with your BlueJeans Event.

Right Click on the Campaign Folder → New Program

    

New Program Dialogue Box

    

  • Select the Campaign Folder which you have created in previous Step
  • Enter the Program Name. Keep this similar as BlueJeans Event Title as it will easy for you to configure as BlueJeans Events Manage-Registration Page
  • Select Program Type as Event
  • Select the Channel as Webinar
  • Fill other details
  • Create

c. Create a Post Registration confirmation page

Right Click on your program → New Local Asset

    
Select New Local Asset → Landing Page

    

Landing Page Dialogue Box
    

  • Fill the Program, Name and Template
  • Make sure you check Open in editor checkbox, if you need to modify the existing Template
  • Make a note of Page URL

Landing Page Actions -> Approve and Close
 

d. Create a Registration Form

Right Click on your program → New Local Asset

    

Select New Local Asset → Form
    
 
New Form Dialogue Box

    

  • Fill the Program
  • Fill the Name
  • Make sure you check Open in editor checkbox. Upon creating it will open the Form Editor.
  • Create the Form components e.g. name, email, submit button
  • Approve and Close

 

In the last page of Form Editor, you can setup Registration Confirmation page you have created in previous Step

    
So whenever any user fills this Registration Form and submit, it will land in the Registration Confirmation Page

e. Create a Registration Page

Right Click on your program → New Local Asset

    
Select New Local Asset → Landing Page

    
 
Landing Page Dialogue Box

    

  • Fill the Program, Name and Template
  • Make sure you check Open in editor checkbox, if you need to modify the existing Template
  • Make a note of Page URL. This is your Registration Page for the Event
  • If the Editor doesn't open, then make sure you Edit Draft and edit the Registration Page

    

f. Create a Webhook

Go to Admin Tab in Marketo UI. If you are not seeing Admin Tab then you have to get the Admin access to create a Webhook

Marketo Admin Page → Integration → Webhooks

    
 
Create a New Webhook

    

Fill these details:

 

  • Webhook Name: <Any name of your choice>
  • URL : https://a2m.bluejeans.com/api/registration/v1/register/events/{{my.eventId}}/users/integration/marketo?apiKey={{my.apiKey}}
  • Request Type: POST
  • Template:
    • {"name":"{{lead.First Name:default=Marketo User}}","email":"{{lead.Email Address:default=user@marketo.com}}", "integration": {"info":{"identifier":"{{lead.Id:default=edit me}}"}}}
  • Response type: JSON
  • Make a note of Webhook name

These are the tokens which will be created when you configure Marketo Program name with BlueJeans Event in BlueJeans Event Manage Registration page.

{{my.eventId}}
{{my.apiKey}}

 
Set custom header of Webhook :

Webhooks Actions → Set Custom Header

    

 
Create a new Header by '+ Add'
    
Set Header as Content-type and value as application/json

g. Create an Email for Registration Pending

When the registration approval type is AUTO_APPROVAL then you can skip this Step.

When the registration approval type is other than AUTO_APPROVAL, then better to have this email in place. If the registration status is PENDING, this email should be send out to registered attendees saying their registration approval status is PENDING.

Right Click on your program → New Local Asset

    
Select Email

    

  • It will open Email Editor
  • Fill the details as per your requirements
  • Make a note of this email asset's name

After the Email is edited, make sure you Approve and Close.

    

h. Create an Email for Registration Approved

Right Click on your program → New Local Asset

     
Select Email
    

    

 

  • It will open Email Editor
  • Fill the details as per your requirements
  • Here you can place the token {{my.registeredEventUrl}} which represents the BlueJeans Event's join url.
  • The token {{my.registeredEventUrl}} value will be populated by BlueJeans as part of API call to Marketo while populating Lead's information to User Approved Campaign
  • Make a note of this email asset's name

After the Email is edited, make sure you Approve and Close.

    

i. Create User Registered Campaign

Right Click on your program → New Smart Campaign

     
New Smart Campaign Dialogue Box
 

    

Fill the Program, Name and Create

It will create a Smart Campaign

Smart List :

Go to 'Smart List' Tab → Search for 'Fills Out Form' in right side search panel

    

Drag and Drop the 'Fills Out Form' trigger into the 'Smart List' area
 
    
Select Form Name is <The form name you have created in d. Create a Registration Form Step>

Flow

If you have skipped g. Create an Email for Registration Pending Step then just skip below mentioned Send Email flow. Just go with below mentioned Call Webhook flow.

If you have not skipped g. Create an Email for Registration Pending Step then create below mentioned Send Email  and Call Webhook flow.

Go to 'Flow' Tab → Search for 'Send Email' in right side search panel
 
    
Drag and Drop the 'Send Email' into the 'Flow' area
 
Go to 'Flow' Tab → Search for 'Call Webhook' in right side search panel

    
 
Drag and Drop the 'Call Webhook' into the 'Flow' area

    

Fill these details:

  • The Registration Pending email which you have created in g. Create an Email for Registration Pending Step. If you have not created then you can
  • The Webhook which you have created in e. Create a Webhook

Go to 'Schedule' Tab → Activate the Campaign

     

This is mandatory, neither it won't send any user registration data in Webhook to BlueJeans nor it will send Registration Pending Email.

Go to 'Results' Tab if you want to see the User Registration Flow actions.

j. Create User Approved Campaign

Right Click on your program → New Smart Campaign

    
 
New Smart Campaign Dialogue Box

     
Fill the Program, Name and Create

It will create a Smart Campaign

Smart List :

Go to 'Smart List' Tab → Search for 'Campaign is Requested' in right side search panel

    
 

Drag and Drop the 'Campaign is Requested' trigger into the 'Smart List' area
 
    

Select 'Source' is 'Web Service API'

Flow

Go to 'Flow' Tab → Search for 'Send Email' in right side search panel
 
    
Drag and Drop the 'Send Email' into the 'Flow' area
 

Go to 'Flow' Tab → Search for 'Change Program Status' in right side search panel

    

Drag and Drop the 'Change Program Status' into the 'Flow' area
 
    

Fill these details

  • The Registration Approved Email which you have created in g. Create an Email for Registration Approved Step
  • Change Program Status - New Status to 'Webinar > Registered'

Go to 'Schedule' Tab → Activate the Campaign

    

This is mandatory, neither upon registration approval, it won't change the Lead's program status to 'Webinar > Registered' nor it will send Registration Approved Email.

Go to 'Results' Tab if you want to see the User Approved Flow actions.

k. Create User Attended Campaign

Right Click on your program → New Smart Campaign

    
 
New Smart Campaign Dialogue Box

    
Fill the Program, Name and Create

It will create a Smart Campaign

Smart List:

Go to 'Smart List' Tab → Search for 'Campaign is Requested' in right side search panel

    
 
Drag and Drop the 'Campaign is Requested' trigger into the 'Smart List' area

        

Select 'Source' is 'Web Service API'

Flow

Go to 'Flow' Tab → Search for 'Change Program Status' in right side search panel

    

Drag and Drop the 'Change Program Status' into the 'Flow' area

   

Fill these details

  • Change Program Status - New Status to 'Webinar > Attended'

 

Go to 'Schedule' Tab → Activate the Campaign

This is mandatory, neither upon registration approval, it won't change the Lead's program status to 'Webinar > Attended'.

Go to 'Results' Tab if you want to see the User Attended Flow actions.

l. Create User Absent Campaign

Right Click on your program → New Smart Campaign

    
New Smart Campaign Dialogue Box

    

Fill the Program, Name and Create

It will create a Smart Campaign

Smart List :

Go to 'Smart List' Tab → Search for 'Member of Program' in right side search panel

    

Drag and Drop the 'Member of Program' into the 'Flow' area
 
    
 
Fill these details

  • Member of Program : true
  • Program is <Program Name>
  • Program Status is not Webinar > Attended

Flow

Go to 'Flow' Tab → Search for 'Change Program Status' in right side search panel

    

Drag and Drop the 'Change Program Status' into the 'Flow' area

    

Fill these details

  • Change Program Status - New Status to 'Webinar > No Show'

Go to 'Schedule' Tab → No need to Activate this Campaign

    

This is a batch campaign and it will be scheduled by BlueJeans through API call when the BlueJeans Event ends.

m. Create registeredEventUrl Token

Go to your Program page → My Tokens

    
 
Drag and Drop 'Text'

    
 
    

Fill Token Name as registeredEventUrl and value as dummy.

The token registeredEventUrl represents a placeholder for the Event's url. Once the registered Attendee is approved, then this registeredEventUrl token will be populated with unique join url of the Event.

 

Section 4 : Creating registration enabled Event

Go to 'Manage Registration' in Event Card

    

 

Section 5 : Configuring Program and Campaigns in BlueJeans Events Manage Registration page

Manage Registration Page

    
 

Fill these details

  • Enable MARKETO
  • Enter the full Program Name which you have created in b. Create a Program Step
  • All the 4 Campaigns you have created will be populated in drop downs
  • Select respective Campaigns in respective drop downs
  • Select the Approval Type
  • Save

Program name search doesn't allow prefix search but it supports case insensitive search.

If the Campaigns are not getting populated, ensure that you have entered the exact full name of Marketo Program which you have created for your Event.

Your BlueJeans Event is now integrated with Marketo. Happy to go.

You can see the Campaign Members in respective Campaigns.