Contents

• Overview
• Initial Setup
• Configuring Leads Mapping in your Goldcast org
• Configuring Program Members Mapping in your Goldcast org
• Viewing 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 Creating and Assigning Registration Form Templates.

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. Click the Integrations tab on the Admin Panel’s left navigation bar.
2. Click the Edit (Pencil icon) that is displayed adjacent to your Marketo Integration record.

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

You will able to see two new tabs called Leads Field Mapping and Program Members Field Mapping.

Note: If you're unable to see the Lead Field Mapping and Program Members Mapping screen with the default field mappings and an option to add a mapping, make sure your authenticated user has enough permissions. Refer 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.

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.

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.

BEST PRACTICE: 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 setup the mappings before the registrations starts for your event(recommended).

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

Configuring Leads Mapping in your Goldcast org

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

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

Note: The properties in Marketo that will get update are the Person 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. Utm_Campaign.
3. Select the corresponding Leads 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 Leads Mapping Updated Successfully.

Configuring Program Members Field Mapping in your Goldcast org

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

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

Note: 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 Members Mapping Updated Successfully.

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

Viewing data in Marketo

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 Assigning Registration Form Templates. 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. Go to your Goldcast org Account, click on your event to edit it.
2. In the bottom left of your Details tab of an event, copy the Registration Link for the event.
3. Open a new incognito tab of your browser, and paste the URL to view the registration page.
4. 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.
5. Click on Register to finish your registration process.
6. Go to your Marketo Instance that has been authenticated with Goldcast.
7. Click the Database tab in your Marketo instance.
8. Expand your System Smart Lists and click All people and People to view all the Leads and Program Members in your Marketo.
9. Search your Lead Program Member and click the ID of the record to open their profile.
10. Search for your mapped fields in the Info section for each Lead.
11. To view data for your Program Members, go to the Marketing Activities tab in your Marketo Account.
12. 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.

Note: 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 as the URL's will be long. This will allow the value of Goldcast URL's to be updated in appropriate fields in Marketo.