"I didn't know Marketo could do that!" Do more with Custom Development
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The document discusses advanced applications of Marketo's development features, including email content customization, API integrations, and bulk program creation strategies. It highlights key functionalities such as using Velocity tokens for dynamic content and managing duplicate records through merging techniques. Additionally, it provides insights into leveraging the REST API for efficient data management and form customization using JavaScript.
![9
VELOCITY LOOKUP TABLES
#set($var = {"key": "value", … })
#set($office = {648: "Baldwin Park",
654: "East La Whittier",
655: "El Monte Valley"})
Office 648 is ${office[648]}
Office 648 is Baldwin Park](https://image.slidesharecdn.com/dpmtte2021customdev-211110200522/85/I-didn-t-know-Marketo-could-do-that-Do-more-with-Custom-Development-9-320.jpg)
![10
VELOCITY LOOKUP TABLES : lookup lead fields
#if ($lead.currentOfficeNumber != "")
#set( $OfficeID = $convert.toInteger($lead.currentOfficeNumber))
Office ID ${OfficeID} is ${office[$OfficeID]}.
#else
Your current office number is not set.
#end](https://image.slidesharecdn.com/dpmtte2021customdev-211110200522/85/I-didn-t-know-Marketo-could-do-that-Do-more-with-Custom-Development-10-320.jpg)
![30
Marketo Merge: API
API to Merge Leads
● Winning Lead ID
● Losing Lead ID[s]
● Merge in CRM (true/false)
API to Update Winner (post Merge)
● Update Fields
● Update Score](https://image.slidesharecdn.com/dpmtte2021customdev-211110200522/85/I-didn-t-know-Marketo-could-do-that-Do-more-with-Custom-Development-30-320.jpg)
"I didn't know Marketo could do that!" Do more with Custom Development
- 1. Custom Development I Didn’t Know You Could Do That In Marketo! Interesting and useful applications of Marketo’s development features November 10, 2021 12:00 PM ET Peter Liske | Director, Marketing Technology – Digital Pi
- 2. 2
- 3. 3 HOUSEKEEPING Technical Support • Visit support.zoom.us Slides & Recording • This session is being recorded • On-demand video and slides will be shared via email with all registrants Feedback & Survey • Use the session chat to provide feedback and engage with other attendees • Tell us how we did in the post-session survey that will pop up after the session Questions & Chat • Submit questions at any time via the Q&A panel • Join in! Chat with attendees live using the chat feature at the bottom of your Zoom screen • Keep the conversation going on Twitter using #MarketoTopTips
- 4. Velocity Tokens ● Email Content Customization Marketo Rest API ● Asset/Program Management ● Data Management Marketo Functional Areas We Will Explore Marketo Forms 2.0 API ● Form Customization
- 5. 5 Poll: Rank your experience with Email Script Tokens ● None ● A little bit ● Extensively
- 7. 7 Velocity
- 8. 8 When to use Velocity? ● Conditional Formatting ● Dates ● Combining many fields into one ● Tabular Display ● Custom Objects ● Program Membership ● “Lookup” Tables Good Primers on Velocity in Marketo: ● Sanford Whiteman (https://blog.teknkl.com/author/sanford/) ● Marketo Community Upping your Token Game: Getting Started with Velocity Script
- 9. 9 VELOCITY LOOKUP TABLES #set($var = {"key": "value", … }) #set($office = {648: "Baldwin Park", 654: "East La Whittier", 655: "El Monte Valley"}) Office 648 is ${office[648]} Office 648 is Baldwin Park
- 10. 10 VELOCITY LOOKUP TABLES : lookup lead fields #if ($lead.currentOfficeNumber != "") #set( $OfficeID = $convert.toInteger($lead.currentOfficeNumber)) Office ID ${OfficeID} is ${office[$OfficeID]}. #else Your current office number is not set. #end
- 11. 11 VELOCITY LOOKUP TABLES: nested tables #set($var = {key: {key: value, …}, … }) The combined length of all Email Script Tokens in a given email may not exceed 100,000 bytes.
- 12. 12 VELOCITY LOOKUP TABLES: example email
- 13. 13 LOOKUP TABLES: another example email
- 14. 14 LOOKUP TABLES: another example email
- 15. 15 Poll: What languages have you used for API integration: ● None (we dont use the API) ● Java ● JavaScript/Node ● Python ● .NET/C# ● Other...
- 16. 16 REST API (a few comments) ● Representational state transfer (REST) ● https://developers.marketo.com/rest-api/ ● Libraries available for most popular languages ● Python library is well designed, easy to use for Python developers https://github.com/jepcastelein/marketo-rest-python
- 17. 17 Asset API: What is it good for? ● Bulk Clone Programs or Smart Campaigns ● Update Program Tags and Tokens ● Mass update and approve Emails and Landing Pages
- 18. 18 Data API: What is it good for? ● Integrate a custom application or database ● Automate common UI tasks ○ Upload/Download List ○ Add/Remove/Query Program Membership ○ Bulk update fields ● Activity Data ● Update/Extract Custom Object Data ● Automate Merges
- 19. 19 Bulk Program Creation Example Problem 1: I need to create and configure nearly 100 programs that are nearly the same... That is going to take 2000 Clicks! Problem 2: I just cloned a program 100 times...and now I need to make a Flow Step change to each one!
- 20. 20 Bulk Program Creation: CSV for program data Template Program ID New Name Folder ID Description Token: Subject Token: Asset Link 2456 Webinar: Transforming... 107 2021 Nov 15 Webinar... Digital Transformation ... go.digitalpi.com/register123 2456 Webinar: Strategy.. 107 2021 Nov 18 Webinar... Strategy for Tracking ... go.digitalpi.com/register/345 2501 WhitePaper 201 WhitePaper Schedule... go.digitalpi.com/asset/716 2456 Webinar 201 2021 Dec 5 Webinar... Scheduling Assets... go.digitalpi.com/resgister/853
- 21. 21 Bulk Program Creation: Solution Clone Program API • program ID to clone • names and description • folder Set Token API • program ID • token name, token value Delete Program API • program ID
- 22. 22 Bulk Program Creation: Python
- 23. 23 Bulk Program Creation: Python
- 24. 24 POLL: Merge How do you manage duplicate records in Marketo? ● Manual merge ● Custom application ● Third-party tools ● We live with the pain
- 25. 25 Marketo Merge Problem 1 I have thousands of Marketo duplicates I need to Clean up! Problem 2 The Merge functionality does not set fields they way I want
- 26. 26 Marketo Merge Logic ● Losing lead activity is copied into winner’s activity log Warning: This can kick off program Triggers ● Loser score added to winner’s score (behavior score) Often seems “inflated” ● Winner’s fields persist -- unless they are empty Not always desirable ● Loser will be deleted Loser’s custom objects are NOT populated into winner ● Detailed SFDC Merge errors are not returned to Marketo Lead – Contact merges causes implicit conversion
- 27. 27 Marketo Merge
- 28. 28 Marketo Merge
- 29. 29 Marketo Merge
- 30. 30 Marketo Merge: API API to Merge Leads ● Winning Lead ID ● Losing Lead ID[s] ● Merge in CRM (true/false) API to Update Winner (post Merge) ● Update Fields ● Update Score
- 31. 31 Marketo Merge: Custom Script Requirements ● Pull duplicates from Static List ● Rules to pick winner: ● SFDC Type ● Key Fields ● Date ● Save key fields and scores from winners and losers ● Merge ● Update the winner fields accordingly
- 32. 32 Form API (a few comments) • https://developers.marketo.com/javascript-api/forms/ • Customize behavior and look of Marketo Forms • Consistent Look and Feel for a Website • Usability Enhancements • Validation Requirements • Translation • Requires JavaScript knowledge
- 33. 33 Form API (a few comments) • https://developers.marketo.com/javascript-api/forms/
- 34. 34 Form API Example Digital Pi Preference Center
- 35. 35 Form API Example: Dynamic Translation Problem 1: I have a form that we need to translate to 20 languages! Do I need to create 20 new forms? Problem 2: I have 20 versions of a form, and the picklist values are inconsistent, and now I have a data problems!
- 36. 36 Form: Dynamic Translation ● English ● Spanish ● JavaScript
- 37. 37 Form Dynamic Translation: Demo ● https://mktosbx.digitalpi.com/translate.html Show Code in Browser ● https://mktosbx.digitalpi.com/translate.html?lang=fr https://mktosbx.digitalpi.com/translate.html?lang=jp
- 38. 38 Summary
- 39. 39 Questions?
- 40. 40
- 41. 41 Keep the conversation going! Hello@digitalpi.com
- 42. Thank You!