There are 2 Core Integrations with Tourial and Marketo
- 1.Lead Forms
- 2.Engagement Data
For both of these you will need to begin by setting up the connection between Tourial and Marketo
🚨 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.
- 1.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.
- 5.Close the Details dialog box, select Web Services, and then find and enter the Rest URL and Identity URL. Click Submit to finish authenticating.
- 6.If you did not add Access Admin to the User Role permissions above, follow this to approve the Tourial Custom Activity.
Once you've successfully connected your Marketo account, you'll be redirected back to the Integrations page in the Tourial app.
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.
🛑 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.
Note: Your CNAME record will point to [youraccount].tourialdns.com
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:
Last modified 19d ago