Before You Start
Make sure that you have done the initial Marketo setup.
Step 1 - Create the Trigger in Postal
Navigate to Automation > Triggers > Actions > 'Create Trigger'
Name the Trigger
Select the Marketo integration
Select the Marketo Program you want to associate this trigger with
Select trigger action
Select an approved item if 'Send Item' was the selected action
Step 2 - Copy the Trigger ID
Once the Trigger is created a new option will show. Select 'Copy Trigger ID' and Postal will confirm that it has been copied.
Step 3 - Setting up the Trigger in Marketo
Navigate to the appropriate Campaign > Flow
Add Flow Step - Change Data Value
Attribute: Postal Trigger ID
New Value: “Trigger ID” from Trigger created in Postal
Add Flow Step - Call Webhook
Select Webhook created in Marketo Integration Setup (Step 7 - “Postal.io Trigger”)
NOTE: Postal only works with triggered campaigns, not batch campaigns. Triggers also pull from the Contact Owner’s funds/budget. Using "Send As" just changes the name and email the order is sent from.
Now your Postal Trigger has been set up. Happy Sending!