How to: Configure Inbound Registration with Marketo

Araceli Romero

December 26, 2024 20:03

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The Brandlive Platform’s inbound registration integration allows you to host registration for your webinar or event via a CRM like Marketo. Host registration with a Marketo form that will automatically sync to your Brandlive Platform webinar log-in system, enabling seamless access for your attendees without needing registration to originate from Brandlive. 

Important Note

• All fields have a 50-character limit. if the limit is exceeded this will result in an error
• We are offering an endpoint to map the registration fields to, from a third party app. In response to you sending the registration data to Brandlive, Brandlive returns a confirmation URL. From there, the customization options are up to your discretion depending on your intended use.
• Once configured, this integration will successfully dispatch a Brandlive registration confirmation email upon attendee registration through your external form. To customize this, please see our article on customizing registration emails. 
• If at any point in your setup you run into issues, please reach out to your Brandlive Account Manager or email us at support@brandlive.com.

Authentication Process

1. From the Brandlive Platform Projects dashboard, select “Settings” from the top navigation.
2. In Settings, navigate to the “API Keys” tab on the left hand panel. To generate your token, click “Create New API Key.” A spreadsheet will download containing your secret and API key. If lost, the secret cannot be recovered, so store the credentials in a safe place.
   
3. In the spreadsheet, add a new row and type "Basic." Then add a space after "Basic". Copy and paste the key and secret separate by a colon, for example:
   "Basic key:secret"
   This is will be used for authorization later in the Marketo header.
4. Then return to the Projects dashboard and select the Project you are trying to configure your integration for. Navigate to the Integrations tab of the Project Details page.
5. After selecting “edit” on the CRM tile of your choice, copy both API endpoint and payload information from the popout.
   
   
6. To avoid any conflicts with other integrations you have configured, toggle “Disable Native Registration” ON and input your third-party hosted form address into the field that appears. Click Save and then enter the Sitebuilder to publish your project.
7. In Marketo, create a Static List.
8. Create a webhook: under "Integration" select "Webhooks" > "+New Webhook.” Fill out the form as follows:
   • Name the Webhook - we recommend [Your Webinar Name]
   • Under URL insert:  https://api-hv.brandlive.com/inbound-registration/marketo
   • Payload template: {"target": "event-id (will pull from admin console copy/paste", "email_address":{{lead.Email Address:default=edit me}}, "first_name": {{lead.First Name:default=edit me}}, "last_name": {{lead.Last Name:default=edit me}}}
   • Request Token Encoding: JSON
   • Request type: POST
   • Response Format: JSON
   • Used By: 1
9. Under Custom Header, click add new.
   • Header = "content-type"
   • Value = "application/json"
     Under Custom Header, click add new.
10. Then create a new Smart Campaign.
11. Go to Smart List > Triggers on side > Added to List > search the dropdown to find the static list from step 7.
12. Go to Flow > add conditions:
    • Webhook:  (Your webhook)
      
13. Go to Engagement Map, then click “Activate” to activate your workflow: 
    
14. To test: Go to database > People > add someone to the list > Smart Campaign > Results - If you click into results, you should see a URL that takes you to the event and logs you in as whoever you added to the list.