Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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On this page
  • Tourial & Marketo Set up:
  • Step 1: Connect your Marketo account to Tourial
  • Step 2: Complete the authentication process
  • Step 3: Turn on Engagement Activity
  • Step 4: Choose your white-label subdomain and add it to Domain Setup in Tourial
  • Setup with your Domain Provider
  • Step 4: Configure the DNS
  • Step 5: Make sure the Tourial on your website is using the white-label domain

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  1. Integrations

Marketo

PreviousFAQsNextLead Forms with Marketo

Last updated 1 month ago

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There are 2 Core Integrations with Tourial and Marketo

  1. Lead Forms

  2. Engagement Data

For either, you'll 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.

Tourial & Marketo Set up:

Step 1: Connect your Marketo account to Tourial

From your , 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

  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.

  2. Then create a new user (ex: Tutorial Bot) assigned with the new User Role.

  3. Navigate to LaunchPoint and create a New Service with Type: Custom.

  4. Acquire the Client ID and Client Secret to complete the authentication process.

  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. ​

    1. In Admin, select Custom Activities in the left side menu or main screen.

    2. On the right-hand side, select Tourial View. Then, with that selected, click the Custom Activity Actions dropdown and select Approve 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.

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 and Content Engagement Activity ON. This must be done before engagement activity can send to Marketo.

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.

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:

Step 5: Make sure the Tourial on your website is using the white-label domain


Now, click Manage Integration >> Settings to get to the .

Once you're all set up, check out this to see some of the ways you can use Tourial Engagement Data to create Smart Lists, Flows and more!

Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "."

If you need assistance setting up a CNAME record and pointing it to Tourial, please reach out to your Customer Success Manager or .

After you've configured the DNS, update your to ensure the Tourial properly loads from the new subdomain.

What's next? Check out the ! ​ See how to for easy lead capture.

Learn how to . This way, your team can get real-time alerts when someone engages with your tours or submits a form!

➕
Marketo settings page
Marketo Engagement Tour
www
Add a CNAME record in GoDaddy
Edit a CNAME record in HostGator
Updating CNAME in Domain.com
Set up a CNAME record in NameCheap
Add new DNS record in BlueHost
Create a CNAME record in Google Domains
submit a ticket here
embed code
Tourial engagement data visible in Marketo
connect your Marketo form to Tourial
send Slack notifications from Marketo
integrations page