{"id":3863,"date":"2019-10-21T18:00:54","date_gmt":"2019-10-21T18:00:54","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=3863"},"modified":"2020-04-24T05:19:06","modified_gmt":"2020-04-24T05:19:06","slug":"automate-sms-messaging-in-marketo","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/automate-sms-messaging-in-marketo\/","title":{"rendered":"Automate SMS Messaging in Marketo"},"content":{"rendered":"\n<p>Marketo is a marketing automation software that is used for Lead scoring (Qualifying Leads) and Lead Nurturing (send emails and product updates). It can also be used to publish forms on the user\u2019s website. Based on the lead actions performed on these forms (Downloads or Signups) we can assign scores on leads to qualify them.  Forms used on the Marketo UI are easily configurable. <\/p>\n\n\n\n<p>Marketo provides the facility to integrate your Salesforce Data with its platform. This facilitates the synchronization of your Salesforce data with Marketo.<\/p>\n\n\n\n<p>The Marketo platform can be synced with SMS-Magic Converse enabling users to access the synced lead records from the Marketo lead database and send automated messages. Once integrated you can also search for new or existing leads on the Marketo Platform.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Current Limitations<\/h4>\n\n\n\n<p>The current Marketo integration has the following limitation:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li> All SMS History records sent from Marketo can be viewed only on the SMS-Magic portal. <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Integrate SMS-Magic Converse with Marketo using Webhook<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Prerequisites<\/h4>\n\n\n\n<p>In order to integrate SMS-Magic with Marketo you need to complete the following prerequisites:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Create an SMS-Magic account for the customer. <\/li><li>Provide the SMS-Magic Application Account ID of your Salesforce CRM to sync the data. <\/li><li>SMS-Magic version is 1.48 or higher. <\/li><li>SMS on Workflow package is installed in the Salesforce platform. <\/li><li>Install the package in Production or Sandbox.<\/li><\/ul>\n\n\n\n<p>Prior to creating the Webhook, you need to create a task through SMS on Workflow XML configuration using SMS on the Workflow package.  Follow the following steps:<br>&nbsp;<\/p>\n\n\n\n<p>1. Log in to the Salesforce platform.<\/p>\n\n\n\n<p>2. Select&nbsp;<strong>SMS On Workflow<\/strong>&nbsp;from the drop-down menu on the right corner.<\/p>\n\n\n\n<p>3. Click&nbsp;<strong>New SMS Workflow<\/strong>.<\/p>\n\n\n\n<p>4. Enter all the relevant information for the SMS to be sent out when the workflow rule is triggered. For example, Select Lead as the default Lookup Object.<\/p>\n\n\n\n<p>5. Select&nbsp;<strong>Recipient Type<\/strong>.<\/p>\n\n\n\n<p>6. Select&nbsp;<strong>Mobile Phone Field<\/strong>&nbsp;to send SMS to the Lead.<\/p>\n\n\n\n<p>7. Under&nbsp;<strong>Available Recipients<\/strong>&nbsp;select&nbsp;<strong>Mobile Phone<\/strong>&nbsp;and add to&nbsp;<strong>Selected Recipients<\/strong>.<\/p>\n\n\n\n<p>8. Select the values for the Name, SenderId, and Template fields.<\/p>\n\n\n\n<p>9. Click&nbsp;<strong>Create<\/strong>.<\/p>\n\n\n\n<p>10. Copy the new XML configuration to create the webhook in the subsequent stages. The webhook, once created, would be an XML configuration. A sample syntax appears as shown:<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo2.jpg\">\n\n\n\n<p>Some of the important tags can be described as shown:<\/p>\n\n\n\n<table class=\"wp-block-table is-style-stripes\"><tbody><tr><td><strong>Tag Name<\/strong><\/td><td><strong>Tag Description<\/strong><\/td><\/tr><tr><td>Username<\/td><td>This indicates the username of the SMS-Magic Converse Account.<\/td><\/tr><tr><td>Account ID<\/td><td>This indicates the SMS-Magic application account ID.<\/td><\/tr><tr><td>Message<\/td><td>This indicates the campaign message text that will be sent to customers. You can use merge fields to personalize the message<\/td><\/tr><\/tbody><\/table>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Create a Webhook<\/h4>\n\n\n\n<p>As part of the integration process, the first step you need to do is create a webhook. Follow the given procedure to create a webhook.<\/p>\n\n\n\n<p>1. On the top menu bar of the Marketo Home page, click&nbsp;<strong>Admin<\/strong>. The Admin page appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_admin1.jpg\">\n\n\n\n<p>2. Under&nbsp;<strong>Integration<\/strong>, click&nbsp;<strong>Webhooks<\/strong>. The Webhook page appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_newwebhook1.jpg\">\n\n\n\n<p>3. Click&nbsp;<strong>New Webhook<\/strong>. The&nbsp;<strong>New Webhook<\/strong>&nbsp;pop-up window appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_admin2.jpg\">\n\n\n\n<p>5.Enter the following details:<\/p>\n\n\n\n<table class=\"wp-block-table is-style-stripes\"><tbody><tr><td><strong>Field Name<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td>Webhook Name<\/td><td>Type the name of the new Webhook<\/td><\/tr><tr><td>Description<\/td><td>Type a description for the webhook<\/td><\/tr><tr><td>URL<\/td><td>Type the <strong>URL<\/strong> to indicate where your SMS-magic account is associated. For example, sms-magic.in<\/td><\/tr><tr><td>Request Type<\/td><td>Select <strong>POST<\/strong> as the Request Type<\/td><\/tr><tr><td>Template<\/td><td>Include the XML configuration you have created earlier. Click <strong>Insert Token<\/strong> to include merge fields and personalize the message text. If you do not enter a default value then syntax displays \u201cDefault=edit me\u201d. <\/td><\/tr><tr><td>Request Token Encoding<\/td><td>Select <strong>FORM\/URL<\/strong> to indicate a reference to the URL associated.<\/td><\/tr><tr><td>Response Type<\/td><td>Select <strong>None<\/strong> in this field.<\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>The completed Webhook pop-up window appears as shown.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_admin3.jpg\">\n\n\n\n<p>6. Click&nbsp;<strong>Save.<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Create a Smart Campaign<\/h4>\n\n\n\n<p>A smart campaign is a workflow where you can define your criteria for calling the webhook. Perform the following steps to create a smart Campaign:<\/p>\n\n\n\n<p>1. On the Marketo Home page, the Under&nbsp;<strong>Marketing Activities<\/strong>, click the Webhook you have created. The list of available folders appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo3.jpg\">\n\n\n\n<p>2. Select an existing folder or create a new folder.<\/p>\n\n\n\n<p>3. Click&nbsp;<strong>New<\/strong>&nbsp;and then click&nbsp;<strong>New Smart Campaign<\/strong>. The&nbsp;<strong>New Smart Campaign<\/strong>&nbsp;pop-up window appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo10.jpg\">\n\n\n\n<p>4. Select the webhook folder within which you want to create the new campaign.<\/p>\n\n\n\n<p>5. Enter a name for the Campaign.<\/p>\n\n\n\n<p>6. Enter a brief description of the Campaign.<\/p>\n\n\n\n<p>7. Click&nbsp;<strong>Create<\/strong>. The new smart campaign appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo19.jpg\">\n\n\n\n<p>A new smart campaign will always display a default status of \u201cBatch (Never Run)\u201d. This indicates that the message will not be delivered when the webhook is executed.<\/p>\n\n\n\n<p>In order to ensure successful execution, we need to change the status to \u201cTriggered (Inactive)\u201d. The following section explains the process to create the triggers that will call the webhook.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3. Create a Smart List<\/h4>\n\n\n\n<p>1. On the top menu bar, click&nbsp;<strong>Smart List<\/strong>. The Attributes appear on the right.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo12.jpg\">\n\n\n\n<p>2. Drag an option and place it in the grey area at the center. The pop-up window appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo22.jpg\">\n\n\n\n<p>3. Select the attribute from the lead database columns.<\/p>\n\n\n\n<p>4. Click&nbsp;<strong>Add Constraint<\/strong>.<\/p>\n\n\n\n<p>5. Select the relevant attribute, for example,&nbsp;<strong>New Value<\/strong>. The&nbsp;<strong>Attributes<\/strong>&nbsp;appear as shown.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo21.jpg\">\n\n\n\n<p>6.<em> <\/em>Enter the required values.<\/p>\n\n\n\n<div class=\"c-alert-message\">You do not need to manually save your configurations. Once you move to a new tab the defined configurations are automatically saved.<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Step 4. Create a Flow and Schedule Campaign<\/h4>\n\n\n\n<p>1. On the top menu bar, click&nbsp;<strong>Smart List<\/strong>. The Trigger Palettes appear on the right.<\/p>\n\n\n\n<p>2. Under&nbsp;<strong>Integrations<\/strong>,&nbsp;click&nbsp;<strong>Call Webhook<\/strong>. <\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo13.jpg\">\n\n\n\n<p>3. Select the webhook that you want to associate with the campaign.<\/p>\n\n\n\n<p>4. Click&nbsp;<strong>Schedule<\/strong>. <\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo14.jpg\">\n\n\n\n<p>5. Click&nbsp;<strong>Edit<\/strong>. <\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_schedule.jpg\">\n\n\n\n<p>6. Under the&nbsp;<strong>Run each person through the campaign flow<\/strong>, do the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Select&nbsp;<strong>only once<\/strong>&nbsp;\u2013 If you want to execute messages only when the lead record is changed once. Subsequent updates in the lead record will not trigger the webhook. <\/li><li>Select&nbsp;<strong>once every<\/strong>&nbsp;\u2013 If you want to execute messages every time the lead record is changed during the defined duration. For example, the messages will be executed every 7 days when the lead record is updated. <\/li><li>Select&nbsp;<strong>every time<\/strong>&nbsp;\u2013 If you want to execute messages every time the lead record is changed. <\/li><\/ul>\n\n\n\n<p>7. Click&nbsp;<strong>Save<\/strong>.<\/p>\n\n\n\n<p>8. In the&nbsp;<strong>Triggered Campaign Schedule<\/strong>,&nbsp;click&nbsp;<strong>Activate<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">View Results<\/h3>\n\n\n\n<p>Once configured, all changes in lead records that match the defined criteria should call the Webhook. You can check the number of times webhook has been called under the Results tab.<\/p>\n\n\n\n<p>Follow the given procedure to check if the webhook trigger results are displaying correctly:<\/p>\n\n\n\n<p>1. On the Marketo home page, click&nbsp;<strong>Database<\/strong>. <\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo_database.jpg\">\n\n\n\n<p>3. Under&nbsp;<strong>System Smart Lists<\/strong>, click&nbsp;<strong>All People<\/strong>. The&nbsp;<strong>All People<\/strong>&nbsp;page appears.<\/p>\n\n\n\n<p>4. Click&nbsp;<strong>People<\/strong>. The list of leads appears.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo15.jpg\">\n\n\n\n<div class=\"c-alert-message\">In Marketo, Leads are referred to as People.<\/div>\n\n\n\n<p>5. Search for a lead record.<\/p>\n\n\n\n<p>6. Click the <strong>Lead ID<\/strong>. <\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo16.jpg\">\n\n\n\n<p>7. Update the lead record based on the criteria you have defined under&nbsp;<strong>Smart List<\/strong>.<\/p>\n\n\n\n<p>8. Click&nbsp;<strong>Activity<\/strong>. The changelog appears displaying the activities that have been performed on the lead record.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo17.jpg\">\n\n\n\n<p>8. Under&nbsp;<strong>Marketing Activities<\/strong>, click the webhook tab and the recent webhook.<\/p>\n\n\n\n<p>9. Click&nbsp;<strong>Results<\/strong>. The Webhook execution status appears as shown.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/marketo18.jpg\">\n\n\n\n<p>10. Visit the&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/app.sms-magic.com\" target=\"_blank\">https:\/\/app.sms-magic.com<\/a>&nbsp;to view the responses that have been sent. The SMS History page in Portal appears as follows.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/portal_smshistory.jpg\">\n","protected":false},"excerpt":{"rendered":"<p>Marketo is a marketing automation software that is used for Lead scoring (Qualifying Leads) and Lead Nurturing (send emails and product updates). It can also be used to publish forms on the user\u2019s website. Based on the lead actions performed on these forms (Downloads or Signups) we can assign scores on leads to qualify them. [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[486],"lsvr_kba_tag":[],"class_list":["post-3863","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-setup-sms-automation-for-your-business-process"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3863","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=3863"}],"version-history":[{"count":11,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3863\/revisions"}],"predecessor-version":[{"id":4478,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3863\/revisions\/4478"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=3863"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=3863"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=3863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}