Connect Livestorm and Marketo

Adobe Marketo Engage — also referred to as Marketo Engage or simply Marketo — is the world's largest marketing automation platform. It lets you streamline, automate, and measure marketing tasks and workflows so you can increase operational efficiency and grow revenue faster.

IN THIS ARTICLE

• Prerequisites And Permissions
• The Basics
• Data Flow Summary
• Set Up Your Integration
• Registration Sources
• Test Your Integration
• Frequently Asked Questions

Prerequisites And Permissions

• This integration is only available to our Enterprise customers having purchased at least an Integrations pack.
• You will need to create a new API role in Marketo with the following permissions:
  • Access User Management API
  • Read-Write Activity
  • Read-Write Assets
  • Read-Write Campaign
  • Read-Write Person
  • Read-Write Activity Metadata
  • Read-Write Schema Custom Field
  • Read-Write Schema Standard Field
• You will need to have the following statuses available on the Program Member object:
  • Registered: this is the default status when creating a new program member.
  • No show: when the registrant could not attend the event. Updated after the end of the session.
  • Attended: when the registrant attended the event. Updated after the end of the session.
  • Attended on-demand: when the registrant watched an on-demand event. Updated after the registrant has watched the event.

The Basics

Our Marketo integration allows you to automatically transfer Livestorm data into your Marketo account in the form of programs, leads, program members and program member statuses. You can choose to use your Livestorm forms or your Marketo forms for your events registration, that’s up to you!

Key Objects

Our Marketo integration uses the following Marketo objects:

• Programs - map your Livestorm events to your existing Marketo programs to effectively track your event engagement in Marketo.
• Leads and program members - for each Livestorm event registrant, the connector will create a lead and a program member in the corresponding program.
• Program member status - the connector will update the program member statuses to reflect the registrants' engagement:
  • Registered: this is the default status when creating a new program member.
  • No show: when the registrant could not attend the event. Updated after the end of the session.
  • Attended: when the registrant attended the event. Updated after the end of the session.
  • Attended on-demand: when the registrant watched an on-demand event. Updated after the registrant has watched the event.

You need to make sure these program member statuses are available in your Marketo instance, otherwise the connector won't be able to update your program members with their event engagement data.

Please also bear in mind that Marketo does not allow updating a program member with a status that has an anterior step number compared with its existing status. Therefore, we don't recommend modifying the step numbers on these statuses.

Key Triggers And Actions

• Whenever you create an event in Livestorm:
  • You will be able to map it to an existing program of your choice from your Marketo instance, where your event registrants will be synchronized.
• Whenever someone registers to your event session in Livestorm:
  • If a lead with the same email as the one used for the registration already exists in your Marketo instance, the connector will add this lead to the program as a new program member.
  • If that's not the case, the connector will create a new lead for this registrant and add it to the program as a new program member.
  • The new program member's status is set to "Registered" by default.
• Whenever your event session ends:
  • The connector will update the program member's status with one of the following values:
    • "Attended" if the person attended the session.
    • "No show" if the person couldn't make it.
    • "Watched on-demand" if the person watched the event on-demand instead of live (only available for on-demand events).

Data Flow Summary

Set Up Your Integration

If you are ready to set up and enable your Marketo integration, please open your Livestorm account and follow this step-by-step guide.

Registration Sources

This integration allows you to use either your Livestorm forms to register people to your events and/or your Marketo forms. Here are the instructions to set up your integration for each use case.

Register People Using Your Own Marketo Forms

If you want to use your own Marketo forms to register people to your events, you will have to follow this step-by-step guide.

Register People Using Your Livestorm Forms

If you want to use the forms and landing pages provided by Livestorm, you're all set! Please proceed to testing your integration in the next section. 🎉

Test Your Integration

Before you start using the integration for your Livestorm events, we recommend running a couple of tests to ensure that the connector is working as expected. As with any test, there are a few guidelines to follow:

Troubleshooting Checklist

If the connector isn't behaving as expected, please run through this checklist to ensure that your test was correctly set up:

• Please make sure that the integration is enabled for your Livestorm event, by going into your event settings, then into Apps.

Testing Protocol - Register From Livestorm

Here is a step-by-step guide to test the integration when using your Livestorm forms to register people to your event:

1

Log into your Marketo instance, and create a new program with the type "Event" and channel "Webinar" for your test. You can name this program "Test Livestorm Integration" for instance.

2

Open your Livestorm account and create a new event with a new session. You can call the event "Test Marketo Integration" for instance, or you can just give it the same name as your Marketo program. Make sure to publish this event before proceeding to the next step.

3

Still in your Livestorm account, go into your event settings, then into "Apps" and in the Marketo section, click on Select Marketo program. You will then see a dropdown menu with all your available Marketo programs. Select the program created in step 1) and click on Save changes.

4

Open your Livestorm registration landing page and fill the form with a test email account. Make sure that the email used for the test doesn't belong to an existing team member or registrant in your Livestorm account. Submit the form.

5

The connector will search for an existing lead in your Marketo instance using the provided email address. If an existing lead is found, it will be added to the program as a program member. If the email used for the test doesn't already exist as a lead in your Marketo instance, the connector will create a new lead with the first name, last name and email used for the test and add it to the program as a new program member.

6

Search for the new program member, by clicking on your program in Marketo and heading to the "Members" tab. Once you've found the program member, make sure that its program member status is set to "Registered". Then start your test event in Livestorm, join the event with the email you used for the registration, make the event run for at least one minute and end the event. Alternatively you can wait for the event to occur if it's a real live event.

7

Once the event is over, wait for a few minutes and check the program member's status. It should be updated to "Attended" in this case since you joined the event with the test email account. If the person doesn't attend however, the program member status should be set to "No show". If the program member status has been correctly updated, your connector is ready to use! 🎉

Testing Protocol - Register From Marketo

Here is a step-by-step guide to test the integration when registering people to your Livestorm event using a Marketo form:

1

Log into your Marketo instance, and create a new program with the type "Event" and channel "Webinar" for your test. You can name this program "Test Livestorm Integration" for instance.

2

Open your Livestorm account and create a new event with a new session. You can call the event "Test Marketo Integration" for instance, or you can just give it the same name as your Marketo program. Make sure to publish this event before proceeding to the next step.

3

Still in your Livestorm account, go into your event settings, then into "Apps" and in the Marketo section, click on Select Marketo program. You will then see a dropdown menu with all your available Marketo programs. Select the program created in step 1) and click on Save changes.

4

Then following the guidelines in our dedicated article, create a smart campaign within the program created in step 1), triggered by the submission of your Marketo form with a flow calling the webhook to register to the session created in step 2).

5

Open the Marketo landing page containing your test form and fill the form with a test email account. Make sure that the email used for the test doesn't belong to an existing team member or registrant in your Livestorm account. Submit the form.

6

The program member is enrolled into the smart campaign created in step 4) and is registered to the session.

7

Go to your Livestorm account and open the "People" tab to search for the new registrant corresponding to the test account used to fill your Marketo form. It should be there right after you filled the form but it could sometimes take a few minutes to appear. Once you've found it, open your Marketo instance to check that the corresponding program member's status has been updated to "Registered". Once this is done, start your test event in Livestorm, join the event with the email you used for the registration, make the event run for at least one minute and end the event. Alternatively you can wait for the event to occur if it's a real live event.

8

Once the event is over, wait for a few minutes and check the program member's status. It should be updated to "Attended" in this case since you joined the event with the test email account. If the person doesn't attend however, the program member status should be set to "No show". If the program member status has been correctly updated, your connector is ready to use! 🎉

Frequently Asked Questions

• Is the integration retroactive, i.e. will it synchronize all my existing Livestorm registrants to my Marketo instance?
  • Not at the moment. Once you map a Livestorm event with a Marketo program, our connector will synchronize all future registrants as program members, but this doesn't apply to registrants who already existed before the mapping was done.
• How do I map my Livestorm events with my Marketo programs?
  • In your Livestorm event settings, click on the Apps tab, make sure that the Marketo box is checked and click on Select Marketo program. Select the Marketo program of your choice within the dropdown menu, then click on Save changes. All set! From now on, the registrants to this event will be added as program members.
• How can I check the status of my flow's actions when registering people through my Marketo forms?
  • In Marketo, open your smart campaign and click on the Results tab. You will see all the changes made through your smart campaign flow, as well as potential API errors, if any.
• Which Livestorm fields can be mapped to Marketo by default?
  • We map the first name, last name and email fields of the registrant at the lead and campaign member level in Marketo. If you would like to map more Livestorm people attributes such as the session ID or the room access link, we do have a workaround available. Please refer to our dedicated article to learn more about this.
• Can I retrieve my Livestorm registration UTM data back into Marketo?
  • Absolutely, just as explained in the previous question, you can map each UTM parameter with your program member fields in Marketo. Simply follow the same steps described in the dedicated article and map your Livestorm UTM attributes with your Marketo fields.
• Does the integration support recurring events, i.e. events with multiple sessions?
  • Not by default, however we do have a workaround allowing you to store the session ID at the program member level. If you would like to learn more about this, please refer to our dedicated article.
• Does the integration support event replay and on-demand events data?
  • Our connector updates the program members with the following statuses:
    • Registered: this is the default status, it indicates that this program member is registered to the event mapped to this program.
    • Attended: indicates that the program member attended the session of the event mapped to this program.
    • No show: indicates that the program member did not attend the session.
    • Attended on-demand: indicates that the program member watched the on-demand event.
  • Therefore the connector does support on-demand events, however we don't have a status to indicate whether the program member has watched the replay of a live event just yet.
  • Instead you can map the Livestorm attribute "Has viewed replay" with a boolean field of your choice in Marketo by following the guidelines in this article . Whenever a registrant watches the replay of one of your events, the field will be updated to "True" in Marketo.