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2019

Marketo Program Setup for a Zapier/Marketo/Eventbrite Integration along with a few tips.

 

Eventbrite Event Setup

  • Create an event in Eventbrite
  • Note the Eventbrite Event ID
    • You can find the ID in the URL
    • The ID will be used to setup your Marketo smart campaign

 

Marketo Program Setup

Create a Marketo program template and use it for future events.

  • Program Type: Event
  • Channel: Live Event

Tips:

  • When you clone the Marketo program template it might be wise to change the name of the Marketo Program so it matches the EventBrite program name
  • Use a naming convention starting with YYYY-MM-DD
  • Append the name of the Marketo Program with the Eventbrite Event ID
  • The setup below doesn't require creating a static list and you don't have to add registrants or attendees to a static list for the integration to work.

 

Create a Smart Campaign for Attendee - Checked in

  • This smart campaign will change the Marketo program status of a person who checks in for an event to “Live Event > Attended”
  • Add the Eventbrite Event ID to the trigger below
  • Also add "- Attended" to the trigger below, this is super important. Remember you will need to have to Zaps in Zapier. One for people who register for an Eventbrite event and another for when they check-in.
  • No other triggers are required for this smart campaign as long as no new records are created when a person checks in.

 

 

Create a Smart Campaign for Registered

  • This smart campaign will change the Marketo program status of a person who registers for an event to “Live Event > Registered”
  • Add the Eventbrite Event ID to the trigger below
  • Also add "- Registered" to the trigger below, this is super important. Remember you will need to have to Zaps in Zapier. One for people who register for an Eventbrite event and another for when they check-in.

  • Activate Smart Campaign
  • That’s it, Marketo set-up is complete.

 

Check Everything

  • Check that both Marketo smart campaigns have the correct Event ID and one is for Attendees and the other for Registrations
  • Check that both Marketo smart campaigns are active
  • Check that both Zaps are being triggered by the correct event. One Zap should be setup for Attendees and the other for Registrations
  • Test everything
    • Register for an Eventbrite event

      • Use a test format email address
      • Example testrecord01@test.com
      • Check the Marketo program members tab to see if the record status is registered
    • Change the Attendee status in Eventbrite to Checked-in
      • Check the Marketo program members tab to see if the record status is attended

That's it.

Steps I used to create a Zap in Zapier for a Marketo / Eventbrite integration along with a few tips.

 

Eventbrite Event Setup

Before you create your first Zap you should create your event in Eventbrite.

 

Create a Zap Triggered Based on a Person Registering for a Specific Event

The following are instructions for a creating a new Zap which will be triggered when a person registers for a specific event.

 

Click make a Zap

Choose a trigger app, select Eventbrite

Choose a trigger

 

Choose account

  • Your Eventbrite account should automatically appear if you already setup the integration.
  • Click Connect an Account if necessary
  • Click Test

Set up Options

  • Choose Organization
  • Select Live for Event Status
  • Choose a specific event or leave blank. In this case, choose a specific event.
    • Super Important: You must setup your Eventbrite event before you get to this step
    • When you choose a specific event, you will need to always create a new Zap for each new event.
    • If you leave it blank, then it will trigger for all events for your organization

  • It is highly recommended to have a naming convention to ensure you are choosing the correct event

 

Pick A Sample To Set Up Your Zap

 

Setup Action

Select Marketo Action

  • Choose Create or Update Lead

Choose account

  • The account should automatically appear if you already setup the integration.
    • Click Connect an Account if necessary

Set up Marketo Lead

  • Setup the field mapping between Marketo and Zapier
  • Remember to create any necessary new Marketo custom fields which you have in Eventbrite before you get to this step
  • Field names in Zapier from Eventbrite show up as Profile [field name]
  • Examples
    • You will see sample values based on your sample record

  • It’s important to make sure Eventbrite ID is mapped

  • Super Important: Add the word - Registered or Attended
    • A cool feature of Zapier is that you can append values in fields
    • By adding the word Registered or Attended you can create your Zap first without creating a Marketo program or smart campaign

Yeah, I accidentally named the field Event ID in my Marketo test instance. It would be better if the field was called Eventbrite ID, oh well.

  • Send Test Lead to Marketo
    • You can skip the test

Name your Zap

Next activate your Zap

You are done with setting up Zapier!

 

Part III will cover setting up a Marketo program and smart campaign to set program status to registered or attended. Thanks!

Here are the steps I used to setup an integration using Zapier between Marketo and Eventbrite along with a few tips.

 

BTW, thanks to Megan Truett for her instructions.

 

Marketo Eventbrite ID Field Setup

You only need to setup the following in Marketo once. This step is super important.

  • Create a Marketo custom field called:
    • Field Name: Eventbrite ID
    • API Name: EventbriteID
  • The field will be used to identify which Eventbrite event a person/record registered for

 

Note: If a person registers for multiple events the Eventbrite ID will change each time.

 

Here is an article about what happens when people get more than one "ticket" for an event in Eventbrite. https://nation.marketo.com/message/164974-tip-eventbrite-zapier-registrations

 

Marketo Additional Fields

If there are other fields you have in Eventbrite which aren't in Marketo it is a good time to think about creating them. Remember that unless you have Blocked Field Updates set in Marketo a new value will overwrite an existing one in Marketo.

 

Marketo Integration with Zapier

You only need to setup the integration once.

  • Follow these instructions to create a Zapier API Role and User in Marketo and obtain the Client ID and Client Secret for the integration. You will also need your Munchkin ID.
  • Login to Zapier
  • Form Dashboard go to Connected Accounts
  • Search for Marketo

 

Eventbrite Integration with Zapier

You only need to setup the integration once.

  • Login to Zapier
  • Form Dashboard go to Connected Accounts
  • Search for EventBrite

Part II will cover setting up a Zap in Zapier. Thanks!