5 Replies Latest reply on Aug 24, 2016 1:05 AM by Sanford Whiteman

    Add email attributes?

    Valerie Decker

      Hello all,

      With our previous MA platform we had a "description" field where we could put client information (such as client name, portfolio, etc) and push into our CRM. Does Marketo have anything like this or is anyone doing something similar?

      Thanks!

        • Re: Add email attributes?
          Dory Viscogliosi

          I'm not really understanding your question... There are plenty of standard fields, and you can also create custom fields to push into your CRM. Maybe if you outline your question differently we can provide a clearer response.

            • Re: Add email attributes?
              Valerie Decker

              Sorry, this is in regards to emails. In the description field we would put 3-4 values in that we would push to our CRM.  I'm trying to figure out where in an email we can put this data so when we push the reporting over this info is carried with it. Does this make sense?

                • Re: Add email attributes?
                  Sanford Whiteman

                  What do you mean by "in an email" and "push the reporting over?"  These are rather vague phrases.

                   

                  Like Dory said, you can create nearly infinite custom lead fields.  You can sync those fields to your CRM, and of course include them in the content of emails as {{lead.tokens}}.  You'll need to explain the desired interaction between sending out information in an email and reporting on these fields.

                    • Re: Add email attributes?
                      Valerie Decker

                      Custom lead fields would be associated with the lead, whereas the info we are trying to push over is capturing the info of the email itself. Meaning, our database is capturing on an individual level the lead attributes along with the interaction of the email and the details of that email. Example: Email Title and Type of Program (are internal categorization), Brand/Portfolio (because we have multiple instances). These would be the three main ones we would need to push over to our CRM.

                        • Re: Add email attributes?
                          Sanford Whiteman

                          Do you have a running integration now?  You seem to be referring to a custom, highly complex API-based integration. Yet your questions aren't about specific API endpoints, requests, and responses, so it sounds like you don't have anything in prod.

                           

                          Because of the non-specific way you're referring to the integration, it's very hard to give you the assistance you need.  So until you give a more open view of what you're doing/have done, the platforms involved, etc., I'll leave it at this:

                           

                          The Campaign API can give you Campaign descriptions. The Asset/Program API can give you the folder + program hierarchy and channel/tag information. The Asset/Email API can give you some info about Email object metadata, including metadata embedded in email content itself. The Activities API lets you access all system events.  By combining the APIs with a substantial degree of homegrown logic, you can build an imperfect-but-usable mirror of your Marketo instance over time. All the APIs are documented at developers.marketo.com and there is critical additional commentary provided here on the Community.