Your Achievements
Level 1
0% to
Level 2
Next /
to gain points, level up, and earn exciting badges like the new Applaud 5 BadgeLearn more!
View All BadgesSign in to view all badges
Open Alert Bar

Marketo-Oktopost Integration

vaibhav1995
Level 2
Level 2
2 weeks ago
2 weeks ago

Marketo-Oktopost Integration

Oktopost is the only social engagement platform that is architected for B2B companies. The two core solutions of this are:

 

1. SOCIAL MEDIA MANAGEMENT:  Oktopost’s sophisticated social media management tools enable B2B marketers to execute a data-driven social media strategy by scheduling large volumes of content, engaging with audiences at scale, and measuring valuable performance metrics.

 

2. SOCIAL EMPLOYEE ADVOCACY: Oktopost’s robust employee advocacy solution allows B2B companies to amplify their social reach and attract qualified leads by enabling employees to share branded content to their personal social networks. 

 

What does this Integration actually do?

Within Marketo, the data used to score, nurture, and attribute leads is currently collected from your email clicks and opens, website visits, and CRM. By integrating Marketo with Oktopost, you can introduce a whole new dimension of social media engagement data to create more meaningful interactions with your prospects and customers.

 

What you need to get started

1.  Admin access to Oktopost

2. Admin access to Marketo

3. Marketo forms installed on your website or landing pages

4. Social profiles connected to Oktopost

5. A CNAME set up in Oktopost

6. Oktopost conversion tracking installed on your website or
landing pages 

 

Setting up the Integration

 

1.  Create Custom Service in Marketo

In Marketo, go to Admin > Integration > LaunchPoint and create a new custom service with REST API access.
The API Only User in Marketo should have the following permissions:
• Read-Write Activity
• Read-Write Activity Metadata
• Read-Write Person

 

2. Connect Oktopost to Marketo
Once the Custom Service is set up, go back to Oktopost → App Settings → Integrations, click on Add Integration, select Marketo from the list and enter your Client Id, Client Secret, and Munchkin Account ID from Marketo. 

 

3. Sync Custom Activities 

By turning this option ON, Oktopost will automatically create new custom activity objects in Marketo and will send custom activity data to Marketo whenever it detects a social activity by a known lead. The custom activity types include:

 

vaibhav1995_0-1744718366713.png

Each custom activity type will contain detailed information and analysis about the activity, allowing to score and nurture based on social activities.

 

4. Track Social Clicks

By turning this option ON, the Marketo Munchkin code will be triggered whenever someone clicks on a shared okt.to link. Marketo will treat this as a web page visit and allow you to create reports, campaigns, and programs based on the redirect URL, containing details on the link and post that were clicked on.

 

5. Web Personalization 

Oktopost’s integration with Marketo’s Web Personalization feature will trigger the Web Personalization tracking code on every social click. This will allow you to personalize your website content based on visitors' social interests.

To use this option, you will have to retrieve your Web Personalization Account Id and Host from the tracking code, and enter them into Oktopost.

 

How to check the integration is working

 

1. Go to your website and fill a Marketo form
2. Click on a shared link from Oktopost
3. Go to Marketo, find the lead record and look for a Social Click custom activity under the Activity Log tab

 

70
Reply
Home