I apologize as this should really be a blog post, but I don't have the ability to post to blogs, so here it is. I figured I would share my experience with integrating Zoom with Marketo and using it for the past 2 years. Hopefully this can serve as a resource to anyone else looking to setup this integration in the future.
We recently switched from using Eventbrite to Splash for our user conferences and other live events (anywhere from 40-500 attendees in size), and I have loved the change. The Splash integration with Marketo is much simpler and easier to use than Eventbrite's (which doesn't actually have an integration, you have to use Zapier). I'll talk to you a bit about how the splash integration works and then how we setup our campaigns.
The first step to setting up the integration is to view the setup guide here (the PDF at the end is best). This will walk you through setting up your integration in the admin panel and in Splash. The best thing about the Splash-Marketo integration is that once it's setup in Splash, you never have to go into Splash again like you do with other integrations (like Zoom where you have to link every webinar manually to a marketo program). Once the integration is setup, it just works.
The integration is really simple, it basically just pushes contacts to Marketo and sets an event name and event status (on whichever fields you map those to). We only use 2 fields: "SplashEventDomain" & "SplashEventStatus". If you like, you can also create fields or map to existing fields things like first name, last name, or any other info that you want passed from what Splash's registration form collects to Marketo. We only use the 2 fields, because our live events are only user conferences, where we already know all the info about the users we invite in Marketo.
The 2 fields that we use ("SplashEventDomain" & "SplashEventStatus") are used to trigger the smart campaigns and also set the campaign status. Each splash event needs to be mapped 1:1 with a Marketo program.
Marketo program setup:
Depending on what you are wanting to do with it, your Marketo program only requires 2 smart campaigns if you are only wanting to track splash registrants. We use the program to also send out the invites, so we use 3 smart campaigns to accomplish this:
- You need 2 tracking smart campaigns "Attended" and "Registered". We have ours running daily as batch campaigns (to cut down on the number of triggered campaigns we use in our instance of Marketo). The smart list for these campaigns, only has 2 filters in it:
- These filters look for contacts who have had these fields set in the past day (since it runs daily). The "EventDomain" field insures that you are pulling in registrations for the correct event, and then the Event Status of "RSVP". The flow for this campaign just sets the program status to "live event - registered". The "Attended" smart campaign does the same thing, but looking for an event status of "attended" and sets the program status accordingly. If it's possible for your users to register for more than 1 splash event of yours in a single day, then you'll need to make these campaigns triggered so they pull contacts in immediately, as the fields will get overwritten. In our case, we have the "registered" campaign set to run every day until the day of the event, and the "attended" campaign is set to run only the day of the event (several hours after it ends).
- Our "Invitation Flow" campaign is where we send out the invite emails for the event. The flow steps are as follows:
- Send email (1st invite)
- Change program status to "invited"
- wait until a certain date
- Send email (2nd invite) - only to those who are not "registered" (using program status)
- wait until a certain date
- Send email (3rd invite) - only to those who are not "registered"
- wait until day after event
- Send email (event recap email) - only to those who have a program status of "attended".
- Our Invitation flow is a batch campaign that we run once manually, to pull in all the people we want to invite.
Let me know if you have any questions, I'm happy to help in any way I can!