Marketo sending field's data to Qualtrics via API LaunchPoint

[Hchen151]

I'm trying to just send over a couple of fields' data (e.g. Email address, last name, first name, LeadID, Consent source) without a Smart List to Qualtrics via the API integration at LaunchPoint, not sure how exactly to transfer it over. Can somebody shed some lights? : )

[Darshil_Shah1]

From what I've read about the Qualtrics native integration, you're only able to generate the unique URLs for the people housed in the Marketo Smart/Static lists (see snapshot below). Is there a reason you don't want to use the Marketo lists for referencing people over in Qualtrics?

 

[Hchen151]

Because the email will be send out from Qualtrics directly. To do this it needs some data from Marketo (Which are only stored in Marketo) by not going through any campaigns.

Is it possible to transfer via webhook instead?

[Thorsten]

Probably yes.

Looking at Qualtrics' API documentation, the API auth uses a token transmitted with the header, which Marketo Webhooks do support. Whether or not you can import your contacts then might depend on what Qualtrics product you are licensed for. But this API seems to be capable of doing what you want: Create Directory Contact or Create Contact In Mailing List 

[Darshil_Shah1]

Yes, this is certainly a possibility using the Qualtrics API endpoints @Thorsten listed above, it's just that this won't be supported via the native Marketo-Qualtrics Launchpoint integration as you'd originally desired. I’d suggest you try sending a POST request via CLI/platforms like Postman, and if that works, go ahead and set up a webhook call for it. Just be mindful of the Webhook limitations like 20 concurrent calls and it is supported only in trigger campaigns. More info on Webhook and associated best practices could be found here. If this is just one ad-hoc off request and you don't want to create a webhook for it, you can export data from Marketo and then import it to Qualtrics: Importing Contacts From A CSV File.

[Hchen151]

If we use Wehook with trigger Campaign, we need to create a field to store the incoming data request from Qualtrics as a trigger activity and then send back other relevant data, right?

[Darshil_Shah1]

Well, that depends on what authentication mechanism you're using to authenticate with the Qualtrics.

Qualtrics' X-API-TOKEN doesn't expire after a certain period. Once generated, it's good and remains valid as long as it isn't re-generated by going to Qualtrics > Account Settings > Qualtrics IDs > API section > Token. If you already have a valid API token, "Generate Token" will replace it with a new one (the old one will expire immediately). Any existing API calls will not work until they are updated to use the new token. Once generated, you can use this token to authenticate your calls to Qualtircs.

However, if you're using the OAuth Authentication (Client Credentials) instead, you'd need to first have a webhook call that retrieves the Access Token, save it in the field, and then use it in the subsequent webhook calls. For the subsequent webhook calls, make sure you use the Webhook is Called (or Data Value Changes) triggers instead of using an arbitrary wait step assuming it'd be enough to fetch the access token from Qualtrics. Let us know if you have questions.