Marketo Engage Webhook with Address Confirmation Alternative

  • Updated

Webhook with Marketo Engage Custom Address Confirmation form

Using Marketo Engage, you can create a custom landing page with a form embedded to collect the recipients' addresses for your upcoming campaign. This will allow you to have full customization over branding, messaging, and tracking to ensure the best recipient experience possible.

Here's what you'll need to do:

Create Custom fields in Marketo Engage (Optional)
You may need to create new fields in Marketo Engage to hold personal address information. If you use your standard contact fields, you run the risk of overwriting that data when the recipient completes the form with their personal information. These are standard string fields. Add a field for Personal Address, Personal City, Personal State, Personal Zip Code, and Personal Country.

Marketo-AddressConfirmation_Fields.png

Build a New Webhook for Sendoso (Dependent on the Above)
If you went ahead and created custom address fields, you'll also need a new webhook in order to pull those new fields when you trigger Sendoso in Marketo Engage. 

Here is the updated Payload Template using those new fields:

{
"send":
{
  "lead_id": {{lead.id}},
  "email": {{lead.Email Address}},
  "name": {{lead.First Name}},
  "last_name": {{lead.Last Name}}, 
  "company_name": {{company.Company Name}},
"address": {{lead.personalAddress}},
  "city": {{lead.personalCity}},
  "state": {{lead.personalState}},
  "zip": {{lead.personalZip Code}},
  "country": {{lead.personalCountry}},
"mobile_no": {{lead.personalPhone}}
},
"uuid": {{lead.Sendoso Touch ID}},
"key": "ENTER USER KEY FROM SENDOSO"
}

Need help creating a new webhook? Please review this article.

 

Build Your Form and Landing Page
Once you’ve created the new fields and webhook (if applicable), next you'll need to create a form and a landing page. These can be as simple or complex as you’d like - just make sure you’re using the correct fields.

Screenshot_2023-03-30_at_8.39.01_AM.png

*Note - Sendoso does not assist in the creation of forms or landing pages.

Build Your Smart List and Flow
The Sendoso webhook can be triggered in a variety of Marketo Engage program flows, so this step is really up to you and your program needs. Here is an example of a basic trigger program where the webhook is triggered based on the recipient completing the form on the landing page:

Marketo_AddressConfirmation_SmartList.png

Marketo_AddressConfirmation_Flow.png

 

Things to Consider with This Type of Program

Make your intention very clear: Messaging is very important to the recipient with this type of program. Some recipients may feel uncomfortable providing their personal address information. To ensure the most success and response for this program, make it clear to the recipient that you will not store their personal data after their gift has shipped/been delivered.

Delete the data: Once the gift has been shipped or delivered, delete this data in Marketo Engage (and don’t have it passed over to Salesforce or any other integration). This creates trust with the recipient and ensures future sends don’t get sent to the wrong address.

Keep it going: You can replicate this strategy for a number of send types - eGift, physical, multiple choice, etc. - just by using the webhook trigger.

 

If you run into any issues, check out these troubleshooting steps!

 

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