Topics

Marketo


In This Guide

With the Marketo integration, you incorporate Marketo forms into Brightspot assets, and receive corresponding analytics reports.


Configuring Marketo

To configure the Marketo integration:

  1. Select Click menu > Admin > Sites & Settings > Sites > Global. The Edit Global widget appears.
  2. Under Integrations, expand Marketo.
  3. Toggle on Enable Import.
  4. In the Fetch Size field, enter the number of forms Brightspot imports in each retrieval. You can page through all your forms as described in Incorporating Marketo forms.
  5. For each of your Marketo accounts, obtain the client ID, client secret, and endpoint.
  6. Under Accounts, do the following:
    1. Click add_circle_outline. A selection field appears.
    2. From the selection field, select Create New. A content edit form appears.
    3. In the Name field, enter a name for this account.
    4. In the Client ID and Client Secret fields, paste the values from step 5.
    5. In the Endpoint Domain field, enter the endpoint’s domain from step 5. For example, if the Marketo endpoint is https://example.mktorest.com/rest, enter the domain example.mktorest.com.
    6. Click Save.
    7. Click Back. You return to the Edit Global widget.
    8. From the selection field, select the Marketo account you just configured.
    9. Repeat steps a–h to configure additional Marketo accounts.
  7. Under CMS, expand Advanced.
  8. In the Default Task Host field, enter the name of the host that runs background tasks.
  9. Click Save.

Brightspot saves the configuration, and ingests forms from the Marketo accounts every hour on the hour.


Incorporating Marketo forms

The following procedure describes how to incorporate a Marketo form into your site.

To incorporate a Marketo form:

  1. Create or open the asset to which you want to add a Marketo form.
  2. Toward the right of the widget, select more_horiz > Overrides. A widget appears.
  3. Expand Layout Overrides. Drop-down lists Above, Aside, and Below appear for the module’s position. For an illustration of these positions, see the diagram "Examples of module placement."
  4. From one of the drop-down lists, select Replace. For an explanation of the possible selections for module placement, see Setting the site layout.
  5. Click add_circle_outline, and select Third Party Form. A form appears.
  6. From the Provider list, select Marketo.
  7. From the Marketo Form list, select the required form. (Brightspot ingests forms from Marketo every hour on the hour, so the form you need may not be immediately available.)
  8. In the Title field, enter a title. (If you do not enter a title, Brightspot uses the title in the Marketo form.)
  9. In the Description field, enter a description for the form.
  10. Leave the Items and Actions fields blank. Brightspot populates them from the Marketo form.
  11. In the Success Message field, design a message that appears when Brightspot successfully ingests the form’s data.
  12. In the Error message field, design a message that appears when Brightspot cannot successfully ingest the form’s data.
  13. Complete your site’s workflow, and publish the form.

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