Lead and Program Member Field Mapping in Marketo

Contents

• Overview
• Initial Setup
• Configuring Lead Field Mapping in Goldcast
• Configuring Program Member Field Mapping in Goldcast
• Viewing your registration data in Marketo

Overview

The Marketo Field Mapping feature allows you to map Goldcast’s Standard Event User properties to your Marketo Leads and Program Members. Using this feature, you can ONLY map Standard Event User Properties(fields) in Goldcast to Person/Program Member fields in Marketo.For more information about Standard Event User Fields in Goldcast, refer to Standard Fields.

Note: Make sure your event registration forms are set up to collect the Goldcast properties you’ve mapped to Marketo Leads or Program Members. If you aren’t collecting registrant data for your mapped properties, no data can be sent to Marketo. For more information about how to create and assign forms for your events, refer to Creating and Editing Registration Forms. 

Initial Setup 

To setup your Leads and Program Members mapping for Marketo in the Goldcast, you should install and connect your Goldcast org to your Marketo.

1. Login to Goldcast Studio using your credentials.
2. Click on the Avatar logo in the top right corner of your screen.           
3. Click Integrations and navigate to Marketo Integration.

There are two types of mapping that can be done for Marketo, i.e. Leads and Program Members.

You will be able to see two new sections called Lead Field Mapping and Program Member Field Mapping.

Note: If you're unable to see the Lead Field Mapping and Program Member Mapping screen with the default field mappings and an option to add a mapping, make sure your authenticated user has enough permissions. Refer to this document to find the list of permissions required for your Marketo User. Once you ensure your authenticated Marketo User has all the mentioned permission, you can re-authenticate your integration and open the Field Mapping tabs to proceed to configure your mappings.

Navigate to the Lead Field Mapping Section and click on the Edit to configure or modify.

In Lead Field Mapping, you can see a screen which lets you map your Goldcast Standard properties to Lead(Person) Fields in Marketo. Make sure you can see three default mappings already set up for First Name, Last Name and Email. Also, Email being a unique field in Goldcast used to identify an event registrant, the update policy for Email field cannot be modified. 

Navigate to the Program Member Field Mapping Section and click on Edit to configure or modify.



 

In Program Member Field Mapping, you can see a screen which lets you add a mapping that maps your Goldcast Standard Properties to Program Member Fields in Marketo. There will be no default mapping available for Program Members.

Pro Tip: To ensure a seamless data sync with Marketo via Program Member Field Mapping, make sure you have connected Marketo Program to your Goldcast event and set up the mappings before the registrations starts for your event(recommended). 

The Policy (Update Policy) denotes how the fields in Marketo will get updated upon change in Goldcast Fields. We have three options for the Update policy.

• Always Update: This option updates your Leads and Program Members in Marketo always when your mapped field in Goldcast gets updated.
• Don’t update if source is empty: This option will not update your Leads and Program Members in Marketo if the mapped field in Goldcast is empty.
• Only update when target is empty: This option will only update your Leads and Program Members in Marketo if the mapped field in Marketo is empty. 

In case of Duplicate records in Marketo with the same email and using Goldcast forms, our Field Mapping in Marketo setup will use the oldest record found corresponding to that email and update it, the other records will be ignored.  

Configuring Lead Field Mapping in Goldcast

Setup your new Leads mapping from the record created on the screen. This will consist of selecting 3 components :

• Standard Fields in Goldcast will be collected from your forms.
• Lead Field in Marketo that will get updated.
• Update Policy: This is the way Leads Field Mappings will update target fields in Marketo.

The properties in Marketo that will get updated are the Person type of properties in Marketo.

1. To add a new mapping, click the Add Mapping button displayed at the bottom of your screen.
   
   
   
   
2. Select your Field name in Goldcast from the first drop-down, for ex. Utm_Campaign.
   
   
   
   
3. Select the corresponding Lead Field name in Marketo.
   
   
   
   
4. Choose the update policy that seems appropriate according to your requirement for Leads in Marketo.
   
   
   
   
5. Similarly, repeat this process for all the Standard Fields you want to map.
6. Once done, click on Save to save the Leads field mapping for Marketo, this will give you a green pop up with a success message Lead Mapping Updated Successfully. 
   
   

Configuring Program Member Field Mapping in Goldcast

Setup your new Program Member mapping from the record created on the screen. This will consist of selecting 3 components :

• Standard Fields in Goldcast will be collected from your forms.
• Program Member Field in Marketo that will get updated.
• Update Policy: This is the way Program Member Field Mappings will update target fields in Marketo.

The properties in Marketo that will get updated in this case are the Program Member type of properties in Marketo. 

1. To add a new mapping, click the Add Mapping button displayed on the bottom of your screen.
   
   
   
   
2. Select your Field name in Goldcast from the first drop down, for ex. Magic Link. 
   
   
   
   
3. Select the corresponding Program Member Field name in Marketo.
   
   
   
   
4. Choose the update policy that seems appropriate according to your requirement for Program Members in Marketo.
   
   
   
   
5. Similarly, repeat this process for all the Standard Fields you want to map.
6. Once done, click on Save to save the field mapping for Marketo, this will give you a green pop-up with a success message Program Member Mapping Updated Successfully. 
   
   

For more information about syncing magic links to custom fields in Marketo, refer Accessing Event User Magic Links in Marketo.

Viewing your registration data in Marketo

If you are using Goldcast Registration forms and you have duplicate leads in your Marketo database with the same Email, our integration/field mapping setup updates the oldest record found in your Marketo. Make sure you account for the duplicates before setting up your emails, post event flows. This can lead to unusual data sync to different leads.

To see the field mapping in action, you need to set up a form using our Form Builder. For instructions on how to set up a form, refer Creating and Editing Registration Forms.

IMPORTANT: Make sure the Goldcast Fields you want to map to Marketo Leads and/or Program Members are present in the Form(default form).

1. Log in to Goldcast Studio with your credentials.
2. Click the hamburger icon on the top left, and select the Events tab to get a list of all your events.
3. From the Events list, click the event you want to edit.
4. Click the Registration Page option from the bottom left of your screen.                               
5. Enter your details into the Goldcast Fields present on the default Registration Form. Copy the email ID that is being entered as we'll use it in later steps.
6. Click on Register to finish your registration process.
7. Go to your Marketo Instance that has been authenticated with Goldcast.
8. Click the Database tab in your Marketo instance.
   
   
   
   
9. Expand your System Smart Lists and click All people and People to view all the Leads and Program Members in your Marketo.
10. Search your Lead Program Member and click the ID of the record to open their profile.
11. Search for your mapped fields in the Info section for each Lead.
12. To view data for your Program Members, go to the Marketing Activities tab in your Marketo Account.
13. Go to the Members of your connected Program to an event. You can see all the fields for each Program Member profile that are being populated with the default view. If the column you wish to see does not appear on your list of Program Members, you may need to manually add it to your list view.
    
    
    
    

In case of Goldcast URL's being mapped to fields in Adobe Marketo, make sure the destination field(Standard or Custom) type is Text Area for Lead Field and of type URL for Program Member Fields . This will allow the value of Goldcast URLs to be updated in appropriate fields in Marketo.

Please do not map Calendar Invite URL field to any of your Marketo Program Member Fields, as its length is too large to accommodate in Marketo Fields. This will cause your integration data sync to fail. You can easily use the Calendar Invite URL feature if you are using Goldcast Emails.