Requirements: Engagement Plan or higher
If you do not have access to the Marketo Integration but are interested in learning more, click the button below to contact our Customer Success team.
🚨 IMPORTANT NOTE: Be sure you have your Marketo tracking script added to your website so that visitor tour engagement can be linked to any website forms outside your tour.
Setup in the Tourial App
Step 1: Connect your Marketo account to Tourial
From your integrations page, select Integrations in the left menu and then click Connect to begin the authentication process and connect your Marketo account to Tourial.
Step 2: Complete the authentication process
Within Marketo, we recommend creating a new User Role (if one does not already exist) with Access API permissions.
Note: We also recommend check-marking "Access Admin" so that the new Custom Activity for tourialView is auto-approved. However, this is not required, you'll just need to manually approve the new custom activity in Marketo. See Part 6 in this section.
Then create a new user (ex: Tutorial Bot) assigned with the new User Role.
Navigate to LaunchPoint and create a New Service with Type: Custom.
Acquire the Client ID and Client Secret to complete the authentication process.
Close the Details dialog box, select Web Services, and then find and enter the Rest URL and Identity URL. Click Submit to finish authenticating.
If you did not add Access Admin to the User Role permissions above, follow this to approve the Tourial Custom Activity.
Step 3: Turn on Engagement Activity
Once you've successfully connected your Marketo account, you'll be redirected back to the Integrations page in the Tourial app.
Now, click Manage Integration >> Settings to get to the Marketo settings page.
In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.
To ensure Tourial engagement data is captured and sent to Marketo, select Engagement Activity ON. This must be done before engagement activity can send to Marketo.
Once you're all set up, check out this Marketo Engagement Tour to see some of the ways you can use Tourial Engagement Data to create Smart Lists, Flows and more!
Step 4: Choose your white-label subdomain and add it to Domain Setup in Tourial
🛑 You must be an admin in your account to complete this step.
To use the Marketo Engagement Integration, you'll need to serve your Tourials from your own domain rather than the Tourial domain.
First, create a new subdomain from which to serve the Tourial such as tourial.yourcompany.com. This subdomain can only be used for your Tourials and should not be used for anything else.
Note: Visitors will not interact with the subdomain itself; creating it simply allows you to serve the tour from your domain rather than Tourial's domain.
In the Tourial app, click on the user icon in the upper right-hand corner of your screen and head to Domain Setup.
Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "www."
Note: Your CNAME record will point to [youraccount].tourialdns.com
Setup with your Domain Provider
Step 4: Configure the DNS
Once you've determined a subdomain, you'll need to access your domain provider and point the CNAME record for the subdomain to [youraccountname].tourialdns.com.
Setting up a CNAME record works a little differently depending on your hosting provider (GoDaddy, HostGator, etc.). Below are guides for some common providers:
If you need assistance setting up a CNAME record and pointing it to Tourial, please reach out to your Customer Success Manager or email email@example.com.
Step 5: Make sure the Tourial on your website is using the white-label domain
After you've configured the DNS, update your embed code to ensure the Tourial properly loads from the new subdomain.
Learn how to send Slack notifications from Marketo. This way, your team can get real-time alerts when someone engages with your tours or submits a form!