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
  • Step 1: Review & Approve updates in Marketo
  • Step 2: Re-enable Engagement Activity in Tourial

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  1. Integrations
  2. Marketo
  3. Engagement Data with Marketo

Approving Marketo Custom Activities

PreviousSlack Notifications with MarketoNextMarketo Reporting Setup

Last updated 1 month ago

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Why is this important?

Marketo follows an approval process for all changes made within the Marketo Instance. The Tourial application submits a request to your marketo instance for Custom Activities to be added, a Markeo admin must go in and approve those activitie(s) before they can be utilized.

Step 1: Review & Approve updates in Marketo

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

2. On the right-hand side, you should see TWO Tourial-specific custom activities named Tourial Content View and Tourial View.

NOTE: Tourial Content View is specific to Tour Centers and Tourial View is specific to individual tours.

Let's start by selecting the custom activity named Tourial Content View. Then, with that selected, click the Custom Activity Actions dropdown and select Approve Activity.

3. Next, select the custom activity named Tourial View and repeat the same approval steps as the Tourial Content View activity .

​**Please note: some customers may not need to re-approve the Tourial View custom activity. If the Tourial View custom activity is not showing an approval is needed (State: Approval with Draft), then no action is required.**


Step 2: Re-enable Engagement Activity in Tourial

**This must be done before engagement activity can begin sending again to Marketo.

You're all set!

If you have any questions, concerns, or need assistance related to these updates, please contact your Customer Success Manager.

One more step! Once you've successfully re-approved the Custom Activities in Marketo, you'll need to go to the inside the Tourial app and re-enable Engagement Activities for Marketo.

➕
Marketo settings page