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Sending Invites Through Marketo

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About Sending Survey Invites Through Marketo

Once your Marketo account has been integrated with Qualtrics, you’ll need to create a custom Lead Field in Marketo to store your unique survey links. After you’ve made the Lead Field, you can generate unique Qualtrics links and have them stored in your new Lead Field. These unique survey links can then be used in your Marketo program.

Qtip: If you intend to send more than one survey to a contact, you’ll either want to allow your Lead Field to be updated with the new unique link or create new Lead Fields to store each unique survey link.

Setting Up a Lead Field

  1. In Marketo, navigate to Admin.
    Admin tab
  2. Click Field Management.
    Field Managment
  3. Click Field Action and select New Custom Field.
    New Custom Field under Field Actions
  4. Select URL from the dropdown menu for Type.
    Select URL from Type dropdown
  5. Give your Lead Field a Name.
    Enter Field Name
  6. Click Create.

Qtip: Once you’ve generated unique links for your list, you can prevent your Lead Field from being updated by selecting Block Field Updates in Marketo.

Block Field Updates under Field Actions

Generating Links from a Marketo List

You can generate links for both static lists and smart lists!

  1. In Qualtrics, navigate to the Distributions tab.
    navigating to the distributions tab
  2. Select the Personal Links section.
    Select Personal Links in Distributions
  3. Click Generate Links.
    Generate Links Button
  4. For the To field, select Marketo lists or Marketo smart lists.
    selecting marketo lists in the generate links window

    Qtip: The option to select a smart list will only appear if you have access to XM Directory.
  5. Search for your Marketo List by typing the name of your list in the search bar.
    selecting a smart list
  6. For the Marketo Lead Field, enter the name of your Lead Field.
    choosing the marketo lead field and setting an expiration
  7. If desired, set Embedded Data fields by clicking Add Field (this will allow you to include information about your Marketo Lead in your Qualtrics survey, as well as save the Embedded Data in a contact list in Qualtrics).
    Qtip: Make sure to save the Embedded Data field in your Survey Flow.
  8. Set the Link Expiration.
  9. When finished, click Generate Links.

After clicking Generate Links, you will find that the Marketo Lead Field you selected earlier now contains unique Qualtrics survey links for each contact in your Marketo list. Furthermore, a new mailing list will be created in the XM Directory containing each of your Marketo contacts as well as any Embedded Data fields you selected when generating the links.

Qtip: Qualtrics can enable a feature that removes protocol ( “HTTP/HTTPS” ) from the personal links that are sent to Marketo. Brand Administrators must submit a request for this. If removing protocol is necessary for your organization, please have a Brand Admin reach out to our support team and ask that they them submit an internal request on your behalf.
Qtip: If your list contains over 750,000 contacts or the mailing list file size is over 500MB, then your links will fail to generate.

Using a Token in a Marketo Email

  1. In Marketo, create a New Local Asset.
    New Local Asset
  2. Select Email as your New Local Asset.
    Select Email in New Local Asset menu
  3. Give it a Name and select a Template.
    Set Email Name and Template
  4. In the HTML of the email, click Insert Token.
    Insert Token in HTML view
  5. Click the Token dropdown list and select your Lead Field (the one created to store the unique survey link).
    Select Lead Field in Token dropdown
  6. Click Copy from HTML to add the token.
    Copy From HTML in Edit Section