[MKTAUT-156] DOCU: Provide a user guide for submit form Marketo and create event Fill out form Created: 17/May/23  Updated: 29/May/23  Resolved: 29/May/23

Status: Closed
Project: Marketing Automation
Component/s: None
Affects Version/s: None
Fix Version/s: None

Type: Task Priority: Neutral
Reporter: Oanh Thai Hoang Assignee: Laura Podkoritnik
Resolution: Done Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: 0.5h
Original Estimate: Not Specified

Attachments: PNG File Screen Shot 2023-05-17 at 10.09.12.png    
Issue Links:
Relates
relates to MKTAUT-138 Propose new submit form feature for c... Closed
Template:
Acceptance criteria:
Empty
Task DoR:
Empty
Epic Link: AuthorX improvements
Team: AuthorX
Work Started:
Approved:
Yes

 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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