Setting Up Your Marketo Integration

March 28, 2017 Uberflip Customer Success

By connecting Marketo with your Uberflip Hub, you’ll be able to use Form CTAs to generate highly qualified leads and get detailed insights into the content (and types of content) that best engages your prospects and contacts.

Step 1: Create a new Marketo User

Step 2: Connect your Marketo Account to your Hub

Step 3: Enable Content Counters and Flipbook Tracking

Step 4: Create new Marketo Custom Fields

Step 1 - Create a New Marketo User

Before you can integrate your Hub with Marketo, you'll need to set up a new user in your Marketo account to power the integration. You'll need a few key pieces of information from that user account (Client ID, Client Secret, Endpoint, Identity) to integrate Marketo into your Uberflip Hub. This article will walk you through the process in more detail. 

Step 2 - Connect Your Marketo Account to Your Hub

In the Integrations area of your Hub, click the blue 'Connect' option for the Marketo integration.

You'll see a pop-up screen that asks for your credentials. It will have fields for your 'Client ID', 'Client Secret', 'REST API Identity' and 'REST API Endpoint' which you obtained in Step 1. Take the information you saved from Step 1, and paste each in the appropriate box.

Step 3 - Enable Flipbook Tracking and Content Counters

After successfully integrating Marketo and your Hub, you should see three buttons beside 'Marketo' in the Integrations section: 'Disconnect', 'Edit' and 'Fields'.

You'll need to enable 'Flipbook Tracking' and 'Content Counters' to track what content (and types of content) your leads and contacts are engaging with inside your Hub. To enable these features, click 'Edit'.

From the 'Edit Settings' screen that pops up, check the 'Flipbook Tracking' and 'Content Counters' box: 

Hit 'Save'.

Step 4 - Create New Marketo Custom Fields

From the Integrations page, click the grey 'Fields' button beside your Marketo integration.

As you can see in the below screenshot, a popup will appear with a list of fields you must create for the information you can track. If the fields are in red, they still need to be created in your Marketo account.

To create the required Custom Fields in Marketo, follow the steps in this article. You will also be required to setup Custom Fields for Last Visited Item ID, Conversion Item ID, and Conversion Item Title.

You'll use these fields to track the last Item a user viewed, as well as which Items they submit a Form CTA on. You can read more about these important fields here.

That's it! You're done. 

Questions, comments, concerns? CONTACT US!

Previous Article
Creating a Smart Campaign that sends an Interesting Moment to Salesforce
Creating a Smart Campaign that sends an Interesting Moment to Salesforce

Next Article
The Basics: Uberflip & Marketo
The Basics: Uberflip & Marketo

One of the biggest challenges for marketers – whether they’re beginners or seasoned pros – is utilizing the...

Have questions about your Marketo integration?

Ask For Help