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  1. Marketing Automation
  2. MKTAUT-156

DOCU: Provide a user guide for submit form Marketo and create event Fill out form

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    • Resolution: Done
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    Description

      Update https://docs.magnolia-cms.com/product-docs/6.2/Connector-Packs/Marketing-Automation-Connector-Pack/Marketing-Automation-module.html#_marketo_connection_configuration

      For another submit form implementation to `create Fill out event` implementation config. 

      Here is current below config:

      Here are update info needed for user:

      • Current `submitBy: info.magnolia.mkautomation.marketo.forms.SubmitBy` that use https://developers.marketo.com/rest-api/lead-database/leads/#create_and_update API to create/update leads.
        • Describe config `actionType` in https://docs.magnolia-cms.com/product-docs/6.2/Connector-Packs/Marketing-Automation-Connector-Pack/Marketing-Automation-module.html#_connection_configuration_properties to add one more `submittedActionType` property with value default is `createOrUpdate`. Another choice can be `createOnly, updateOnly, or createDuplicate`. This property `submittedActionType` only go with `submitBy: info.magnolia.mkautomation.marketo.forms.SubmitBy` API only
        • Ex config: 
          class: info.magnolia.mkautomation.definition.DefaultMarketingFormDefinition
          enabled: true
          type: marketo
          implementation:
            forms:
              all: info.magnolia.mkautomation.marketo.forms.All
              byId: info.magnolia.mkautomation.marketo.forms.ById
              byName: info.magnolia.mkautomation.marketo.forms.ByName
              submitBy: info.magnolia.mkautomation.marketo.forms.SubmitBy
            leads:
              searchBy: info.magnolia.mkautomation.marketo.leads.SearchByFilterType
          connection:
            baseUrl: https://641-OQJ-158.mktorest.com
            authUrl: https://641-OQJ-158.mktorest.com/identity/oauth/token
            clientId: your-client-id
            clientSecret: your-client-secret
          submittedActionType: createOrUpdate  # Default is createOrUpdate. Another type can be createOnly, updateOnly, or createDuplicate 

       

      • We will add another implementation `submitBy: info.magnolia.mkautomation.marketo.forms.SubmitForm` that use https://developers.marketo.com/rest-api/lead-database/leads/#submit_form API to sync leads to Marketo and is designed to provide functionality that is equivalent to a Marketo Form submission and support creates a “Fill out Form” activity 
        • Ex config:
          class: info.magnolia.mkautomation.definition.DefaultMarketingFormDefinition
          type: marketo
          enabled: true
          implementation:
            forms:
              all: info.magnolia.mkautomation.marketo.forms.All
              byId: info.magnolia.mkautomation.marketo.forms.ById
              byName: info.magnolia.mkautomation.marketo.forms.ByName
              submitBy: info.magnolia.mkautomation.marketo.forms.SubmitForm
            leads:
              searchBy: info.magnolia.mkautomation.marketo.leads.SearchByFilterType
          connection:
            baseUrl: https://641-OQJ-158.mktorest.com
            authUrl: https://641-OQJ-158.mktorest.com/identity/oauth/token  
            clientId: your-client-id 
            clientSecret: your-client-secret

       

       

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                lpodkoritnik Laura Podkoritnik
                oanh.thai Oanh Thai Hoang
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