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 (see example below)
- Name the Trigger
- Select the Marketo integration
- Select the Marketo Program you want to associate this trigger with
- Select trigger action
- Select an approved Postal if 'Send Postal' 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”)
Now your Postal Trigger has been setup. Happy Sending!