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Marketo

With the Marketo integration, you incorporate Marketo forms into Brightspot assets and view the associated submissions.

Marketo form in an article

This topic explains how to configure the Marketo integration for Brightspot.

This integration requires a Marketo account. See Marketo Engage.

Including Marketo in a build

The following table lists the dependencies to include in your build configuration.

ArtifactDescription
com.brightspot.go:site-model-form-marketoExposes the packages com.psddev.marketo.*, UI controls, and converters to ingest submissions from Marketo.

Runtime prerequisites

  • Developer configuration—Brightspot comes with a standard converter for embedding Marketo forms and ingesting associated submissions. Developers can deploy a customized converter by implementing the interface MarketoFormConverter.
  • Ops configuration—Generate a new service and API credentials. For details, see Marketo's REST API.
  • CMS configuration—Configure the site interfacing with Marketo. For details, see Configuration.

See also:

Configuration

You configure the integration with Marketo at the global level and the site level. This integration requires configuration at both levels.

To configure the Marketo integration:

  1. From your Marketo console, obtain the required client ID, client secret, and endpoint. For details, see Marketo's REST API.

  2. Click > Admin > Sites & Settings > Sites > Global.
  3. Under the Integrations tab, expand the Marketo cluster.

  4. Toggle on Enable Import.

  5. In the Fetch Size field, enter the number of forms Brightspot imports during each retrieval from Marketo.

  6. Under Accounts, do the following:

    1. Click Add Marketo Credentials.
    2. Select Create New.
    3. In the Name field, enter an internal name. Brightspot uses this name in selection fields.
    4. In the Client ID and Client Secret fields, paste the values from step 1.
    5. In the Endpoint Domain field, enter the endpoint's domain from step 1. For example, if the Marketo endpoint is https://example.mktorest.com/rest, enter the domain example.mktorest.com.
    6. Click Save.
    7. Click Back.
  7. In the Accounts field, select the Marketo account you just configured.

  8. Click Save.

    Note

    Now that you have configured the Marketo integration at the global level, you must also configure it for the desired sites.

  9. In the Sites widget, select the site for which you want to enable this feature.

  10. Under Integrations, expand Marketo.

  11. Repeat step 6 to configure the integration for the site.

  12. Click Save.

Brightspot saves the configuration and ingests form submissions at regular intervals.