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A Magento Marketo Integration Connector (for Magento 2.x)Marketo LaunchPoint Technology Partner Integration Template DocumentVersion: 2.0Table of Contents:1Introduction22Description23Personalized Features24Benefits25System Requirements36Installation and Configuration Steps3-121
1. Introduction:Grazitti’s Maginate - A Magento Marketo Integration Connector helps e-tailers deliverseamless user experience and increase sales. The connector helps you sync your customerdata and purchase details in Marketo to show personalized content to the leads fromMarketo based on their purchase history and set up automated emails.2. Description:Magento and Marketo are both extensively used by marketers and e-tailers worldwide todeliver a seamless user experience and increase sales. If you are looking for new ways toprovide more targeted content, an integration between Marketo & Magento helps you boostyour conversion.Maginate allows you to leverage Marketo’s lead data in the landing pages built in Magento.This enables you to deliver highly targeted content to all the prospects/leads, driving userengagement and boosting conversion rates.3. Personalized Features: Purchase History TrackingAbandoned Cart Sync with Marketo (separate Add-on)Prefill and Progressive Profiling on Marketo embedded formsUnknown Lead MappingNew Lead Capturing4. Benefits:1. Customer Data Sync: Seamlessly sync your customers’ and prospect’ infomation inMarketo with Magento transactions’ data2. Autofill Forms: Improve user experience by enabling users to sign up faster with autofillforms3. Unknown Leads Mapping: Associate your unknown leads’ tracking histry with your knowncustomers’ data to have a complete view of customers’ journey4. Purchase History Tracking: Track Magento transaction/purchase history data to automatepurchase related communication via Marketo5. DDoS Secure: Never run into downtime due to Denial of Service attacks with our DDoSsecure connector6. Abandoned Cart: Allows you to track abandoned cart by your customers using Marketocustom objects.2
5. System Requirements: A technical resource with basic knowledge of Magento is needed. No outside assistance is required to complete the installation. Instruction document i.e.provided along with connector zip is enough to complete the installation. Marketo admin access credentials are required to set/get the rest api details. A rest api user and role needs to be created to complete the integration. Marketo subscription type should be able to access REST APl’s. No add-on feature isrequired.6. Installation and Configuration: Marketo Configurations:1.2.3.4.Setup API user in marketoCreate custom objectsUse Marketo REST API details to configure connector in magento.Setup a Rest API user in marketo:a) Login to marketo3
b) Go to admin section.c) You have to create an API user, please refer following link for rt-guide-for-marketo-rest-api/d) After this get rest api details from marketo using following tication/e) Provide rest api user Read-Write Custom Object i/custom-services/#role permissions5. Create custom objects:a) Go to marketo custom objects. This link will help in understand the Marketa lic/DOCS/Understanding Marketo Custom Objectsb) Create a new custom object for sync order data.4
Settings we need for order custom objects:State: ApprovedShow in Person Detail: ShowDedupe field: Order IdLink field: Email AddressLinked object name: LeadLinked field name: Email Addressc) Create fields names for the orders object:5
d) Create a new custom object for sync products data.Settings that we need for product custom object:State: ApprovedShow in Person Detail: ShowDedupe field: Increment IdLink field: Email AddressLinked object name: LeadLinked field name: Email Addresse) Create fields names for the products object:6
f) Create a new custom object for abandon cart data.Settings that we need for abandon cart custom object:State: ApprovedShow in Person Detail: HideDedupe field: Email AddressLink field: Email AddressLinked object name: LeadLinked field name: Email Addressg) Create fields names for the abandon cart object:7
Maginate Installation on Magento:Magento Install Connector:1. Ready to paste:a) Back up your web directory and store database.b) Download the extension package and unzip it.c) Upload the content of the extension package to the app/code directory of the store.d) Run command setup upgrade, de-compile and flush/clean cache. php bin/magento cache:clean php bin/magento cache:flush php bin/magento setup:upgrade php bin/magento setup:di:compile php bin/magento setup:static-content:deploy -f chmod -R 777 var/cache/ var/log/ pub/ generated/2. Via Composer or Marketplace.magento.com:a) To generate Public/Private Key pair Magento asks me enter Username and password Go to Access Keys ssKeys/) andCreate A New Access Key We get Public key (Username), and Private Key (Password)b) Run command composer require grazitti/maginate php bin/magento setup:upgrade php bin/magento setup:static-content:deployMaginate Configuration:1. Flush the store cache, log out from the backend and log in again.2. Setup magento configuration settings:8
a) Grazitti Secret key settings (Provided by grazitti):b) Marketo Rest API settings:c) Leads sync settings for customers:9
d) Enable Prefill for Marketo forms on Magento website:e) DDoS attack prevention settings:10
f) Order and Product custom objects setting in Magento:g) Logs:11
h) Abandon cart settings:This is how your Custom Objects will look like in Marketo:Magento Order Details:Magento Product Details:12
About Us:Grazitti Interactive is a digital innovation leader, powering businesses of all sizes with itsmarketing automation, magento development, 3rd party integrations, and customizations,since 2008. Maginate our Magento Marketo Integration Connector is one of the solutionscreated for aligning your Marketing and Sales operations. To know more about oursolutions/digital services, write to us at [email protected]
Linked field name: Email Address Settings that we need for abandon cart custom object: 7 Maginate Installation on Magento: 1. Ready to paste: 1. Flush the store cache, log out from the backend and log in again. 2. Setup magento configuration settings: 2. Via Composer or Marketplace.magento
