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LINE– Marketo Integration - User Guide

Table of Contents

1. Verticurl App Account Creation .................................................................................................. 1

2. Configuration Setup in Verticurl App ......................................................................................... 2

3. Configure QR Code Service ....................................................................................................... 4

3.1 QR code service for Users .......................................................................................................... 5

4. Configure Campaign Message Service .................................................................................... 8

5. External Activities ....................................................................................................................... 15

5.1. Create Marketo Custom Activities ........................................................................................... 15

5.2. Configure Marketo Custom Activities in Cloud App .............................................................. 18

6. Report Services .......................................................................................................................... 18

This document details the steps required to configure Verticurl’s LINE - Marketo Integration.

Here’s a list of what you’ll need to do when you’re doing this for the first time, with detailed

write-ups below it:

Create an account in Verticurl App -> Configure the Verticurl App –> Configure

message for QR code service in the Verticurl App -> Configure message for Message

service in the Verticurl App -> Create a Campaign in Marketo -> Activate Campaign in

Marketo

1. Verticurl App Account Creation

Create an account in the Verticurl application – this will allow you to configure QR code

messages and is required for campaign activation.

Visit https://socialapps.verticurl.com/lineintegration/marketo/signup to create an account in

the Verticurl application.

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Figure 1:SignUp

Fill up the short form in the screenshot above to create your account.

2. Configuration Setup in Verticurl App

▪ LINE Settings

o Navigate to Administration -> LINE Settings.

o In LINE settings, submit Channel ID, Channel Secret and Channel Access Token

details. These will be used by the application to communicate with the LINE server.

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Figure 2: LINE Configuration

▪ Marketo Settings

o Navigate to Administration -> Marketo Settings.

o In Marketo Settings, submit Client Id , Client Secret and Endpoint details to allow the

application to access the Marketo API

Figure 3: Marketo Configuration

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▪ Upload QR code & Logo

o Navigate to Administration -> Upload QR code & Logo.

o Choose LINE QR Code which download from LINE@ account.

o Choose Logo which to be appear in centre of QR Code.

Figure 4: Upload QR Code and Logo

o Save the details to merge two images and upload under Marketo -> Design

Studio -> Images and Files.

3. Configure QR Code Service

This service renders a QR code on a landing pages and emails.

Step 1: Click on the Configuration -> QR Code Message Menu – this will take you to the

form where the message for QR Code can be configured.

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Figure 5: Configure Message for QR code

Step 2: Configure message.

Step 3: Save the configuration.

3.1 QR code service for Users

Step 1: Create a Campaign Folder in Marketo -> Marketing Activities.

Step 2: Select tab ‘My Tokens’.

Step 3: Drag & drop the ‘Text’ token to create a ‘userauthkey’ token.

Note: Please create a token with same variable name as mentioned above and it’s a case

sensitive.

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Figure 6: Token Creation under Campaign

Step 4: Create a New Program under the campaign folder created in step 1.

Figure 7: Program Creation

Step 7: Click on ‘New Local Asset’ and choose Landing Page.

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Figure 8: New Local Asset

Figure 9: Landing Page

Step 8: Create a new Landing Page.

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Step 9: Drag and insert Image Elements.

Step 10: Insert the LINE QR code image which is created from Verticurl Cloud App.

Step 11: Approve and Close the Landing page.

4. Configure Campaign Message Service

There are two parts involved in configuring the campaign message service – the first is

setting up the message that gets delivered to the leads(this happens in the Verticurl App).

The second part is creating and activating a campaign in Marketo.

Part 1 – Configure Message in the Verticurl App

Step 1: Go to Configuration -> Campaign Messages in Web Application.

Step 2: Click on the “Compose Message” to create a new message.

Step 3: Configure the Message.

Figure 10: Message Configuration

Step 4: Save the configuration.

Step 5: Copy the Deployment ID.

Part 2 – Create a Campaign in Marketo

Step 6: Create a program under the campaign folder which was created in section 3.1(QR

code service for User)

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Step 7: Select tab ‘My tokens’ and create a ‘message_config_id as token and save the

deployment ID.

Note: Please create a token with same variable name as mentioned above. The token is

case sensitive.

Figure 11: Token Creation under program for Message Service

Step 8: Navigate to Admin -> Webhook.

Step 9: Create a Webhook and submit the below URL:

For Text message:

Set URL: http://socialapps.verticurl.com/lineintegration/marketo/sendmessage

Insert Tokens:

• my.userauthkey

• my.message_config_id

• lead.Line_UserID

• lead.First Name

• lead.Last Name

• lead.Email Address

• lead.Phone Number

• lead.Job Title

Resulting Token string must be like this:

auth={{my.userauthkey}}&message_config_id={{my.message_config_id}}&mid={{

lead.Line_UserID}}&firstname={{lead.First Name}}&email={{lead.Email

Address}}&phone={{lead.Phone Number}}&job={{lead.Job Title}}&lastname={{lead.Last Name}}

URL will be:

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http://socialapps.verticurl.com/lineintegration/marketo/sendmessage?authkey={{my.userauth

key}}&message_config_id={{my.message_config_id}}&mid=

{{lead.Line_UserID}}&firstname={{lead.First Name}}&email={{lead.Email

Address}}&phone={{lead.Phone Number}}&job={{lead.Job Title}}&lastname={{lead.Last Name}}

For other message type:

Set URL: http://socialapps.verticurl.com/lineintegration/marketo/sendmessage Insert Tokens:

• my.userauthkey

• my.message_config_id

• lead.Line_UserID

Resulting Token string must be like this:

auth={{my.userauthkey}}&message_config_id={{my.message_config_id}}&mid={{ lead.Line_UserID}}

URL will be:

http://socialapps.verticurl.com/lineintegration/marketo/sendmessage?authkey={{my.userauth

key}}&message_config_id={{my.message_config_id}}&mid= {{lead.Line_UserID}}

*Please ensure to create all lead fields in Marketo.

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Figure 12: Webhook Creation

Step 10: Save the Webhook.

Step 11: In the Marketing Program created on step 6, Create New Smart Campaign called

as ‘LINE - Message Service’. This Smart List defines that recipients of the campaign, so

setup it up accordingly.

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Figure 13: Target LINE Followers

Step 13: In the Marketing Program created on step 6, Create New Smart Campaign called

‘LINE - Message Service Trigger Campaign’. Smart list settings must be: Triggered by Action

“Campaign is Requested” = “Marketo Flow Action”

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Figure 14: Requesting the campaign

Step 14: Set up Flow for this Campaign.

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Figure 15: Call Webhook

1. Use Integration

2. Drag and Drop ‘Call Webhook’ set Webhook created in step 9.

Step 15: Activate the campaign.

Step 16: In Campaign, LINE - Message Service created in step 11 setup flow: Requested

Campaign = <program name>. Message Service.LINE - Message Service Trigger Campaign

created in step 13.

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Figure 16: Setup Flow to Request Campaign

Step 17: Run or Schedule campaign.

5. External Activities

5.1. Create Marketo Custom Activities

Step 1: Go to Admin -> Database Management click Custom Activities.

Figure 17: Choose Marketo Custom Activities link

Step 2: Click New Custom Activity

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Figure 18: Choose New Custom Activity Link

Step 3: Enter a name and optional description, then click Next. The API Name auto-fills, but

can be customized.

Figure 19: Create New Custom Activity

Step 4: Define your Filter and Trigger and click Next.

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Figure 20: Create New Custom Activity – Filter & Trigger

Step 6: Give your primary field a name that summarizes what the custom activity is for.

Figure 21: Create New Custom Activity – Define Primary Field

Step 7: Approve Activity.

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5.2. Configure Marketo Custom Activities in Cloud App

Step 1: Go to Administration -> External Activity in Web Application

Step 2: Choose Activity Type

Figure 22: Choose Activity Type

Step 3: Save

Note: If any followers response for prompt message, then can view external activities log in

respective lead activity log

Figure 23: Choose Activity Type

6. Report Services

Step 1: Go to Reports -> Message Service Report. This report will show up with statuses on

the messages sent from the campaign, along with timestamps for the same.

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Figure 24 : Message Service Report

Step 2: Reports -> Followers: This report will list down complete follower details.

Figure 25: Follower Report