description |
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Include relevant metadescription here.Keep it simple - do not include any semicolons. |
X is a.....
<Don't spend a lot of time on writing this intro. In fact, it's fine if you don't write it at all. Just mention the name of the integration and its website, if possible.>
RudderStack supports X as a destination to which you can send your leads seamlessly.
Note: In case of a cloud mode destination, include the following hint.
{% hint style="success" %} Find the open-source transformer code for this destination in our GitHub repository. {% endhint %}
To enable sending your events to X, you will need to add it as a destination in RudderStack. Before configuring your source and destination in RudderStack, verify if X supports the source platform by referring to the following table:
Connection Mode | Web | Mobile | Server |
---|---|---|---|
Device mode | - | - | - |
Cloud mode | Supported | Supported | Supported |
{% hint style="info" %} To know more about the difference between Cloud mode and Device mode in RudderStack, refer to the RudderStack connection modes guide. {% endhint %}
Once you have confirmed that the platform supports sending events to X, follow these steps:
- Choose a source to which you would like to add X as a destination.
{% hint style="info" %} Follow our guide on Adding a Source and Destination in RudderStack for more information. {% endhint %}
-
From the list of destinations, select X. Assign a name to your destination and then click on Next.
-
You should then see the following Connection Settings page, where you can fill the relevant information and click on Next to proceed.
Note: Add the relevant connection settings screenshot here. Example shown below..
Note: Include all the required connection settings in as much detail as possible. Don't worry if anything is unclear though, there's another round of review where anything, if unclear, is discussed and clarified. An example of how connection settings can be presented is shown:
The settings to configure X as a destination are listed below:
- Munchkin Account ID: Enter your Munchkin ID. To get your Munchkin Account ID, log into your Marketo instance and navigate to the Admin section. Then, in the left menu, under Integration, click on the Munchkin option. Your Munchkin Account ID will be listed in the Tracking Code section on the main screen.
{% hint style="info" %} For more information on finding your Munchkin Account ID, refer to the Marketo knowledgebase. {% endhint %}
- Client ID: To get your Client ID, go to the the Admin section as mentioned above. Then, in the left menu, under Integration, click on LaunchPoint. Finally, select the API service and click on View Details to get your client ID.
{% hint style="info" %} For more information on finding your Client ID, refer to the Marketo knowledgebase. {% endhint %}
-
Client Secret: You can find your Marketo client secret next to the Client ID obtained in the previous step.
-
Column Fields Mapping: This option lets you map your Leads table columns' API key values with keys in your incoming events' traits. The values of those traits will be sent correspondingly to the columns.
You can find your columns API key names by following this documentation.
For instance, if you want to send data from the event traits set as firstName
, email
to the columns with API key names name
and Email
, then the mapping should be done as shown in the following table:
Column Field Name | Traits |
---|---|
name |
firstName |
Email |
email |
Note: Include the necessary information on all the supported calls. An example below will help you understand how these sections should be written.
{% hint style="info" %}
RudderStack supports only identify
event type for this destination.
{% endhint %}
The identify
call lets you identify a visiting user and associate them to their actions. It also lets you record the traits about them like their name, email address, etc.
{% hint style="info" %}
For more information on the identify
call, refer to the RudderStack Events Specification guide.
{% endhint %}
A sample identify
call is as shown:
rudderanalytics.identify("name123", {
name: "Name Surname",
firstName: "Name",
lastName: "Surname",
email: "[email protected]",
createdAt: "Thu Mar 24 2020 17:46:45 GMT+0000 (UTC)",
});
The following table lists the user traits and their corresponding mapping to the Marketo fields, in case of the above event:
Marketo Field Name | User Traits |
---|---|
name |
firstName |
Email |
email |
birthday |
birthday |
phone |
phone_number |
timestamp |
createdAt |
RudderStack sends the following comma-separated values to Marketo (corresponding to the sample identify
call above):
name
,Email
,birthday
,phone
,timestamp
Name
,[email protected]
,,,Thu Mar 24 2020 17:46:45 GMT+0000 (UTC)
If you think the reader is likely to encounter any issues or queries while setting up or using the integration, feel free to add an FAQ. You can add as many FAQs as required.
If you come across any issues while configuring or using X with RudderStack, you can contact us or start a conversation on our Slack channel.