Marketo
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
This integration is used to send Navattic visitor and engagement data to create or update Marketo Leads. Teams use this data to track the Leads that interact with demos, and to make informed routing and campaign decisions based on Navattic demo engagement data.
Use this to answer questions like:
- How many Leads interacted with the Navattic demo?
- How many Leads were created directly from a Navattic form fill?
- Which product demos do most Leads interact with?
Navattic requires a Client ID, Client Secret, Endpoint URL, and Identity URL from your Marketo instance. If you have not set up similar integrations before, the below step-by-step guide will help you create a custom service that Navattic can harness.
Once you've obtained your Client ID, Client Secret, Endpoint URL, and Identity URL, go to app.navattic.com > Integrations > Marketo. In the Setup tab:
- Toggle "on" the integration
- Paste these fields into their respective fields
- Click "Save"
You may optionally create the following custom fields on Marketo leads if you choose to push engagement data:
Created Field | Description | Example |
Last Viewed Flow ID | Navattic-specific ID for the last viewed flow | ckzoa8alm108086hfuywxykpilm |
Last Viewed Flow Title | Name of the last-viewed flow | Get Started Flow |
Last Viewed Flow Step Title | Title of most recently viewed Navattic step | Dashboard overview |
Last Viewed Flow Step Number | Number of the most recently viewed step | 3 |
Last Viewed Project ID | Navattic-specific ID for the last viewed project | ckzoa8vej108582hfuywfds95i0 |
Last Viewed Project Title | Name of the project | Website Product Tour |
Session ID | Navattic-specific identifier for the user's session | cl0b5wy6o00003f61kzfy06ys |
Lastly, navigate to the Product Demos tab within your Marketo integration menu to select which demos you want to connect with Marketo. Use the checkbox to the right of each demo to activate or deactivate the integration for each demo.
If the integration is failing to populate fields in your Marketo instance, a common problem might be insufficient permissions for the API role created in Step 1.
For leads not populating standard fields such as e-mail, name, or company, edit the role permissions ensure that the Read-Write Schema Standard Field permission is enabled under Access API. For leads not populating custom Navattic fields such as Last Viewed Project Title, ensure that the Read-Write Schema Custom Field permission is enabled.
Now you can use Marketo reports to visualize your demo engagment data and attribute it to pipeline generation and closed-won revenue. We recommend creating a set of reports similar to the one below to track lead generation, pipeline influence, MQL conversion rates and more.