How to real-time share partner webinar leads

[Anonymous]

Hi all,

I'm hoping someone has a workaround for me.  We have a partner webinar coming up and I've set up all the programs and campaigns in Marketo.  So we are collecting all the leads from our Marketo forms and landing pages.  The only problem is, the partner wants to see the registrations in real-time instead of having me send a list at the end of the event or the end of the day.  They want to be able to click on a URL and automatically see registrations whenever they want.  It's apparently a feature in Eloqua.


His suggestions was that he was going to provide me with a URL that allows us to write all registrations to the URL, so that they also have visibility into who registered.

Does anyone know how we can do that? or have a way to do this?

[Cecile_Maindron]

you can set alerts so that each time a lead registered to your webinar, partner gets an automatic alert w/ all lead contact info (see tokens).

I think there is also an option with "view in Marketo" in sales insight but as we don't use this feature (no SFDC user) I am not sure.

[Anonymous]

Yeah, we want to avoid the alerts, he wants to be able to look at the reg list all at once at any given time.

And to avoid me having to send him the final list afterwards.  alerts won't fix that problem.

[Edward_Masson]

The URL your partner suggests is more likely using HTTP. You can use Marketo's 'WebHooks' feature to do this. You will require a web developer skill set for this but possible.

Once a lead registers, you can trigger the WebHook to pass that lead information to your Partners database (through a URL) which will give them that real time view. Be sure you have your policies and any NDAs in place to keep yourself legal when passing information about leads to vendors etc.

Info on WebHooks: http://community.marketo.com/MarketoDeepDive?id=kA5500000008QN8CAM

Other options:
If you don't have this, using Marketo's Program Statuses and SFDC Campaign status, all leads who register will be in SFDC. You can create a campaign report with the registration filter with all lead information as columns and have that report generated automatcically and be sent to your partner on any frequency you choose.

And lastly, in Marketo, you can create a lead report and group on just the email address field. With filtering in the smart list (member of program is X, AND status is 'Registered') this will create a report of all who registered and your partner can see just email address, and this can be sent out to him on any frequency.