This article outlines the steps to set up the Marketo integration with Postal.

Contents

  1. Create API Only User
  2. Create a LaunchPoint Service
  3. Trigger Custom Field
  4. Channel Setup
  5. Custom Activity Setup
  6. Enable in Postal
  7. Webhook Setup

Start in Marketo. Note: you will need Admin access in Marketo and Postal

Step 1: Create API Only User

(You may not need to do this step if you already have an API user with proper access already setup)

  1. In Marketo navigate to Admin > Security > Users & Roles > Roles > New Role
  2. Role Name: API User
  3. Selected permissions > Access API: Read-Only Campaign, Read-Only Assets, Read-Only Person, Read-Only Sales Person, Read-Write Activity, Read-Write Activity Metadata
  4. Click 'Create'
  5. Next, invite the API User you have just created by navigating to Admin > Security > Users & Roles > Invite New User
  6. Provide basic API user details
  7. Select the 'API User' role and click the 'API Only' checkbox
  8. Click 'Send' (it won't actually send an email invite)

Step 2: Create a LaunchPoint Service

  1. Admin > Integration > LaunchPoint > New
  2. Display name: Postal.io
  3. Service: Custom
  4. Description: Postal.io Integration
  5. Select the API Only user you created in Step 1
  6. Click 'Save' > Once saved, click 'View Details' on your newly created LaunchPoint service

IMPORTANT: To set up your Marketo integration in Postal.io you will need the 'Client Id' value and the 'Client Secret' which can be found in your newly created LaunchPoint Service, as well as the REST API Endpoint value which you can find in Integration > Web Services. (Example Value: https://777-DQO-478.mktorest.com/)

Note down the following information for Step 6:

  • Client ID
  • Client Secret
  • REST API Endpoint Value

Step 3: Trigger Custom Field

  1. From Admin navigate to Database Management > Field Management > New Custom Field
  2. Enter the following:

Entry

Value

Object

Person

Type

String

Name

Postal Trigger ID

API Name

postalTriggerID


Step 4: Channel Setup

  1. From Admin navigate to Tags > New > New Channel > Channel: Postal Sends
  2. Enter the following:

Status

Step

Success

Opened

20

Accepted

30

Processing

40

Shipped

50

Delivery Error

60

Delivered

70

Yes


Step 5: Custom Activity Setup

From Admin navigate to Database Management > Marketo Custom Activities > New Custom Activity. You will need to create 4 activities and 3 fields.

Important! After you create these custom activities make sure to approve them from the 'Custom Activities' Actions' dropdown menu.

Activities

Display Name

API Name

Filter

Trigger

Postal.io Opened Email

postal.IoOpenedEmail_c

Opened Email

Opens Email

Postal.io Accepted Item

postal.IoAcceptedItem_c

Accepted Item

Accepts Item

Postal.io Item Delivered

postal.IoItemDelivered_c

Item Delivered

Item Delivery

Postal.io Delivery Failed

postal.IoDeliveryFailed_c

Delivery Failed

Delivery Failure

Fields

Data Type

Name

API Name

String*

Item Name

itemName

Currency

Cost

cost

String

Program ID

programID

*Check the Primary Field Box when creating this Field


Step 6: Enable the Marketo Integration in Postal.io

Have the following from Step 2 available

  • Client ID
  • Client Secret
  • REST API Endpoint Value

Navigate to Postal > Profile > Integrations > Connect to Marketo.


Step 7: Webhook Setup

From Admin navigate to Integration > Webhooks > New Webhook

  • Name: Postal.io Trigger
  • Description: Postal.io Item Trigger
  • URL: (get this value from your Postal.io Integration - Marketo page)
  • Request Type: POST
  • Request Token Encoding: JSON
  • Response type: JSON

Template:

{
"id": {{lead.ID}},
"email": {{lead.Email Address}},
"title": {{lead.Title}},
"firstName": {{lead.First Name}},
"lastName": {{lead.Last Name}},
"externalSalesPersonId": {{lead.Lead Owner Email Address}},
"companyName": {{company.Company Name}},
"address": {{lead.Address}},
"city": {{lead.City}},
"state": {{lead.State}},
"postalCode": {{lead.Postal Code}},
"country": {{lead.Country}},
"phone": {{lead.Phone Number}},
"triggerId": {{lead.Postal Trigger ID}}
}


And that is it for Setting up the Postal Integration in Marketo.

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