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1 JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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Page 1: JAHIA MARKETO CONNECTOR › ... › marketo › DX7.12-marketo-Connector… · - The Jahia Marketo connector is designed to work with DX 7.1.2 and newer versions IMPORTANT: The Jahia

1

JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

Page 2: JAHIA MARKETO CONNECTOR › ... › marketo › DX7.12-marketo-Connector… · - The Jahia Marketo connector is designed to work with DX 7.1.2 and newer versions IMPORTANT: The Jahia

JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 2 / 20

SUMMARY

1 PREREQUISITIES & LIMITATIONS .................................................................................................... 3

2 INSTALLATION ...................................................................................................................................... 4

3 CONNECTION SETUP .......................................................................................................................... 7

3.1 Marketo Basic settings ........................................................................................... 7

3.1.1 Marketo account settings ...................................................................................... 7

3.1.2 Munchkin config ...................................................................................................... 8

3.1.3 RTP Config ................................................................................................................ 9

3.1.4 REST service client config ..................................................................................... 9

3.1.5 Save ......................................................................................................................... 10

3.2 advanced settings ................................................................................................. 10

3.2.1 File Sync .................................................................................................................. 10

3.2.2 Placeholders ........................................................................................................... 11

4 FEATURES ............................................................................................................................................ 12

4.1 marketo app ........................................................................................................... 12

4.2 Marketo email templates .................................................................................... 12

4.3 Marketo forms mapping ...................................................................................... 16

4.3.1 Form mapping overview ..................................................................................... 16

4.3.2 Creating a form mapping .................................................................................... 17

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 3 / 20

1 PREREQUISITIES & LIMITATIONS

- Though the Jahia Marketo Connector can be downloaded and installed on any Jahia DX

website, you need to have a Marketo account to actually use its features.

- The Jahia Marketo connector is designed to work with DX 7.1.2 and newer versions

IMPORTANT:

The Jahia Marketo connector is fully compatible with Form Factory 2.01 but is not compatible with the Jahia FormBuilder module.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 4 / 20

2 INSTALLATION Install and configure the Jahia Marketo Connector in DX. If the jar file is not readily available,

this module can be found on the Jahia AppStore, with a search on the Module Administration

user interface or on the customer extranet section of Jahia.com.

Deploy the module through the Module Administration user interface, or copy the jar file in the

digital-factory-data/modules folder.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 5 / 20

Once deployed, the Jahia Marketo connector needs to be enabled for one or more websites

created and managed with DX. Click on the “Detail” button to access the configuration panel of

the module.

Then enable the module for the website(s) you want it to function with.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 6 / 20

NOTE:

Once the Marketo module is deployed on a Jahia web site, a folder « marketo-sync » is created automatically under the /sites/files/ repository.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 7 / 20

3 CONNECTION SETUP The Jahia Marketo Connector needs to be set for each website that will use it before it gets

activated. Go to Edit Mode and click on the “Site settings” tab. If the connector has been

properly enabled for the website, a Marketo features is present. Click on “Marketo settings”.

3.1 MARKETO BASIC SETTINGS Before being able to use any services provided by Marketo, basic information needs to be

inserted and stored.

3.1.1 Marketo account settings This feature links the Jahia Marketo connector to the specific Marketo account that manages all

Marketo services attached to your website. Insert here the proper Marketo App URL (your

private URL to your Marketo account) and Munchkin account ID, that have been provided by

Marketo.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 8 / 20

3.1.2 Munchkin config The Munchkin private API code or key has been created using your account on Marketo

platform. If this has not been already done, go to the “admin” module and click on “Munchkin”.

Then click on the Edit button regarding the API configuration and set the private key.

Once the API private key is set, report it on the Jahia Marketo connector setting panel. Then

click on the button to enable Munchkin on all your website’s pages.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 9 / 20

3.1.3 RTP Config In order to enable the Real Time Personalization or RTP provided by Marketo, simply enter the

RTP account ID that is attached to the Marketo account and enable the feature to all website’s

pages by clicking on the button.

3.1.4 REST service client config If you need to enable a Marketo REST API service, insert here the REST service client ID and

secret code that has been provided to you by the Marketo platform. Full explanation are

provided by Marketo here.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 10 / 20

3.1.5 Save Before leaving the Marketo settings, don’t forget to click on the floppy disk icon to save all

provided data.

3.2 ADVANCED SETTINGS Now that the Jahia Marketo connector has been set with basic information, two main services

are available.

3.2.1 File Sync The Jahia Marketo connector enables the possibility to synchronize Jahia DX and a specific

Marketo environment.

Insert the Marketo target folder ID and click on the Enable file sync button.

NOTE:

Don’t forget to click on the floppy disk icon to save the configuration.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 11 / 20

3.2.2 Placeholders The Jahia Marketo connector enables the creation and management of Marketo Placeholders. In

order to create one, click on the “+” icon. Then insert the placeholder code within the pop-up

and click on “add” to create it.

Now insert all mandatory data in the relevant field.

NOTE:

Don’t forget to click on the floppy disk icon to save the configuration.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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4 FEATURES The Marketo connector enables the integration of Marketo technology into a Jahia DX managed

website.

4.1 MARKETO APP This features gives access to your private account on the Marketo platform using the Marketo

App URL provided in the Marketo settings.

Insert your email and password to gain access to your Marketo account without leaving the DX

environment.

4.2 MARKETO EMAIL TEMPLATES This feature from the Jahia Marketo connector enables you to quickly and simply create an email

template for an email campaign without the need of any coding skills.

First, click on the “+” icon to create a new template.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 13 / 20

Give a name to the template. Ideally, the name should be unique and easily explain the purpose

of the form.

For a better understanding, a description may be added.

Finally, choose the template that will be used to the email display.

NOTE:

Don’t forget to click on the floppy disk icon to save the newly created email template.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 14 / 20

Once saved, the template is available here.

The Edit mail template information gives access to the basic information pop-up for update

purposes. But The display template cannot be changed. If the chosen template is not the right

one, a new email template must be created.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

© 2002 – 2016 Jahia Solutions Group SA Page 15 / 20

NOTE:

Once updated, don’t forget to click on the floppy disk icon to save the email template information.

The Go to edition mode enables to create a specific email content using the newly created email

template.

Create and save the needed content the same way this task is done using Jahia DX user

interface.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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Once created, the specific email may be sent into your Marketo Platform. Choose the targeted

folder using the pop-up that appears.

Finally, when the email template is no longer needed, it can be deleted.

4.3 MARKETO FORMS MAPPING A form map is defined by a name, the path to the page, which contains the form, the form

identifier (name or ID), and instructions on how to treat each field of the form, when the form is

submitted.

4.3.1 Form mapping overview Form mapping is a process by which a marketer defines that some fields in a form should be

captured by Marketo and inserted into the visitor profile. Of course, the visitor is the one who

submits the said form.

Form mapping has been developed to work with most forms as soon as they are included in a

DX page, whether this is a html static form, a form built with Form Factory, and even if the form

has been developed on the Marketo platform.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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4.3.2 Creating a form mapping The creation of the form mapping is a multi-step process that starts by identifying the form that

must be mapped, then by declaring the mapping between the form fields and the profile fields.

To avoid mistakes, and because each operation is based on previously provided information,

each step appears in the page once the previous step is completed.

Click on the Marketo Form mappings entry, then click on the “+” icon. A form appears. Give your

mapping a meaningful name and description (optional).

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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Copy and paste the URL of the page that contains the form or click on Show the page picker link.

This will pop-up an overlay with your site map. Open the tree with the arrows until you find the

desired page (the one that contains your form), then click on the page name.

Once you have clicked on the page name, the overlay presenting the sitemap disappears and the

field “Base page path” is filled with the correct URL.

Now use the form picker to select the targeted form within the page and fill the target form

name field.

This opens the target page in an overlay. Scroll in the page to find where the form is, then click in

any field to select the form.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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Once the target form has been identified, the Jahia Marketo connector enables the possibility to link one, several or all form fields to a relevant Marketo category.

First, click on “add a new mapping” to select the relevant form field.

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JAHIA MARKETO CONNECTOR DIGITAL EXPERIENCE MANAGER 7.1.2

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Then click on the “Map to” list to connect the selected field to the chosen Marketo category.

Repeat the operation as many time as needed.

NOTE:

Don’t forget to click on the floppy disk icon to save the created form mapping.

This feature allows you to monitor the form activity directly within your Marketo dashboard.