How to pass Influ2 data to Marketo

Influ2 provides two ways to pass data to Marketo:

1. Set up Marketo Custom Activities notifications to trigger when a target completes an Influ2-tracked activity; this is the best way to align Influ2 with your omnichannel marketing strategy. 
2. Set up metrics to be updated in Marketo daily based on Influ2-tracked activities; this is the best way to sync data to your CRM for reporting and other purposes.  

How to set up Marketo Custom Activities notifications to trigger when a target completes an Influ2-tracked activity

1. In your Influ2 account, navigate to Settings --> Integrations --> Marketo

2. Click the Notifications tab

3. Click-on the Send notifications toggle to enable it

4. Click the check box next to each notification that you want to enable

• Impressions - Creates a Marketo Custom Activity when a Target reaches the number of impressions that you provide in the Threshold box next to it.
• Clicks – Creates a Marketo Custom Activity when a Target clicks an ad.
• Visits – Creates a Marketo Custom Activity when a Target visits your website after engaging with an ad.
• Goals – Creates a Marketo Custom Activity when a Target completes a goal activity on your website. Note: You need to have an Influ2 tracking code implemented for Goals to work. 
• Prioritized for sales - Creates a Marketo Custom Activity when a Target becomes prioritized for sales outreach during an Influ2 Journey. 

5. Once you've made your selections, click Save settings

6. That's it!

How to set up metrics to be updated in Marketo daily based on Influ2-tracked activities

1. In your Influ2 account, navigate to Settings --> Integrations --> Marketo

2. Click the Metrics tab

3. Click the check box next to each metric that you want to enable

4. Next to each metric, use the drop-down to select the Marketo field where you want the metric to be sent; you should ensure the field matches the required field type

Fields that require Integer field type:

• Impressions – Total number of impressions for the target, all time
• Clicks – Total number of clicks for target for the target, all time
• Visits – Total number of visits for the target, all time
• Goals – Total number of goals hit for the target, all time
• 30 days impressions – Total number of impressions for the target over past 30 days

Fields that require Datetime field type:

• First impression date – Date of the first impression delivered to the target with Influ2
• Last impression date – Date of the most recent impression delivered to the target with Influ2
• First click date – Date of the first time a target clicked an Influ2 ad
• Last click date – Date of the most recent time a target clicked an Influ2 ad
• Last visit date – Date of the most recent time a target visited your website from an Influ2 ad

Fields that require String field type:

• Last seen creative name – Name of the most recent creative the target saw
• Last clicked creative name – Name of the most recent creative the target clicked

Fields that require URL field type:

• Last seen creative URL – URL of the most recent creative the target saw 
• Last clicked creative URL – URL to most recent creative the target clicked

5. Once you've made your selections, click Save settings

6. That's it!