Send Orbitera sales leads to Marketo

When potential customers sign up for Orbitera Test Drives, you can capture their contact information and feed it into your Marketo CRM and marketing systems. This way your sales and marketing teams learn about new prospects right away and can engage with them.

Before you begin

To integrate your Test Drive with Marketo, you need to do some initial setup in Marketo and gather some information.

  • You must have a Marketo form. It doesn’t matter what fields are in the form. You’ll specify the actual fields in a later step.
  • Create a landing page to serve as a placeholder. Users won't see this landing page. For steps on creating a form and a landing page, see the Marketo instructions at https://docs.marketo.com/display/public/DOCS/Landing+Page+with+a+Form.

  • Your form and landing page must be approved.

  • You must have your Marketo instance name. Your Marketo instance name is in the URL bar when you are in Marketo. The instance name is the string after app- and before .marketo.com.

    https://app-abc.marketo.com/...
    

    In this example, the instance name is abc.

  • Gather these attribute values:

    • munchkinId – nine letters and number with dashes
    • subscriptionId – a number, probably three digits
    • formid – a number, probably four digits
    • lpId (landing page ID) – a number, probably three digits

    You can find these values in the landing page HTML source:

    <input type="hidden" name="munchkinId" value="123-ABC-456"/>
    <input type="hidden" name="subId" value="123" />
    <input type="hidden" name="formid" value="1234" />
    <input type="hidden" name="lpId" value="1234" />
    
    

    These name/value pairs might not appear next to each other or in this exact order.

Configure the Orbitera callback

Go to Account Callbacks

  1. Enter a name for the callback.
  2. For the callback type, select Customer Signup.
  3. Enter the Marketo endpoint URL: http://app-[INSTANCE_NAME].marketo.com/index.php/leadCapture/save, substituting [INSTANCE_NAME] with your Marketo instance’s name.
  4. Click Add to add each of your Marketo fields for the callback to send to Marketo.

    These are the types of fields:

    • Fields entered by the person signing up for Test Drives
    • Hidden fields that are needed by Marketo or added by you (like Lead Source)

    Enter each Marketo field ID in the Name field and select the corresponding Orbitera placeholder in the Value field.

    For fields entered by the person signing up, you can choose the values – names in curly brackets – from the dropdown list.

    Here are some common Marketo field names. They are case sensitive.

    • FirstName
    • LastName
    • Company
    • Title
    • Email
    • Phone

    For hidden fields, copy in the strings from your landing page source, where the names are munchkinId, subId, formid, and lpId, and the values are the numbers.

    You can add other hidden fields with fixed values – Lead Source being a typical example – if they exist in Marketo.

  5. Make sure the callback is enabled.

Example:

“Marketo

Test the callback

Go to your trial in your store using the Launch Test Drive link at the top-right of the Orbitera UI. Complete the form and click Signup.

Go to the Marketo database and check that a new lead was created. It might take several minutes for the new lead to appear in Marketo searches.

Troubleshoot the callback

If you don’t see your new or updated lead, check the Callback Log in Orbitera.

Go to Account Callbacks

If you see an HTTP Status of 404, there’s something wrong with the callback. Check whether your callback has parameters with spaces, special characters or incorrect capitalization, or Marketo objects that are not approved.

If you see a Status of Failed and an HTTP Status of 302, even though it says "failed," the callback has succeeded, and the record is in Marketo. Recheck the email address and also check for any data cleaning campaigns that might have deleted your test record.