This article outlines the steps to set up the Marketo integration with Postal.
Contents
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 setup)
In Marketo navigate to Admin > Security > Users & Roles > Roles > New Role
Role Name: API User
Selected permissions > Access API: Read-Only Campaign, Read-Only Assets, Read-Only Person, Read-Only Sales Person, Read-Write Activity, Read-Write Activity Metadata
Click 'Create'
Next, invite the API User you have just created by navigating to Admin > Security > Users & Roles > Invite New User
Provide basic API user details
Select the 'API User' role and click the 'API Only' checkbox
Click 'Send' (it won't actually send an email invite)
Step 2: Create a LaunchPoint Service
Admin > Integration > LaunchPoint > New
Display name: Postal.io
Service: Custom
Description: Postal.io Integration
Select the API Only user you created in Step 1
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
From Admin, navigate to Database Management > Field Management > New Custom Field
Enter the following:
Entry | Value |
Object | Person |
Type | String |
Name | Postal Trigger ID |
API Name | postalTriggerID |
Step 4: Channel Setup
From Admin, navigate to Tags > New > New Channel > Channel: Postal Sends
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:
Note: when copying the below template an extra space after the bracket "{" may be added. Please check that no extra space is present once you have pasted this into the new webhook.
{
"id": {{lead.ID}},
"email": {{lead.Email Address}},
"title": {{lead.Job 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}},
"ownerId": {{lead.Lead Owner Email Address}},
"ownerIdSystem": "postal.io"
}
NOTE: The integration runs every 15 minutes, so if you don't see your information in Postal right away, don't panic! Give it 15 minutes and refresh the page.
And that's it for Setting up the Postal Integration in Marketo.