This article outlines the procedure to complete your installation after your InsideView Target™ account is authorized by an InsideView Customer Success Manager (CSM).
Only Account Administrators can configure the InsideView Target for Marketo application.
Note: If your organization restricts network access to third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:
18.104.22.168 to 22.214.171.124
126.96.36.199 to 188.8.131.52
Configuring InsideView Target for Marketo consists of the following tasks:
Signing up for InsideView Target
Please reach out to your InsideView CSM to sign up for an InsideView Target account, or request more information.
Creating an InsideviewId Custom Field
If you are setting up Marketo integration for InsideView Target, it is mandatory for you to create an InsideviewId custom field in your Marketo application with string datatype. InsideView Target will auto-map this field to sync leads into your Marketo application.
|1||Login to Marketo||Login to your Marketo application|
|2||Navigate to Administration Panel||In the upper-right corner of the page, click Admin.|
|3||Go to Field Management||On the left panel of the Admin page, click Field Management.|
|3||Select New Custom Field link||On the Field Management page, click New Custom Field.|
|4||Select a datatype||In the New Custom Field window, select type as String.|
|5||Enter a Name and API Name||
Enter Name and API Name values as InsideviewId as shown below:
|6||Create an InsideviewId custom field.||Click Create.|
Setting Up a REST API Role and User
Refer to the Marketo Custom Service guide: http://developers.marketo.com/documentation/rest/custom-service/
InsideView Target uses the REST APIs to connect with Marketo application. You must have admin access for setting up Rest API role and user.
|1||Login to Marketo||Login to your Marketo application.|
|2||Navigate to Admin Panel||In the upper-right corner of the page, click Admin.|
|3||Launch User & Roles page||
On the left panel, click the Users & Roles node.
|4||Launch New Role page||
In the Users and Roles pane, click New Role.
|5||Enter API Role name||In the Create New Role page, enter the API Role Name.|
|6||Select Permissions||Select the following permissions from the Access API menu:
|7||Create API Role||Click Create.|
|8||Create an API Only||
The next step is to create an API only user and associate it with the API role that you just created. You can do so by checking the API-Only user check box at the time of user creation, and check API user in “roles and workspaces”. Although an email invite will not be sent out, you should use an email address that is accessible.
|9||Create a custom application||
A Custom service is required to uniquely identify your client application.
To create a custom service, go to the Admin>LaunchPoint page and create a new service as illustrated below:
|10||Pick a web service name||
Click Create. Once the service is created, you will see a new line item in the installed services. There are two items that are required to validate the Marketo instance: Client Id and Client Secret.
|12||View Client Id and Secret||
Click the View Details link on the grid to get the Client Id and Client Secret.
|13||Copy Client ID and Secret||
Copy the Client ID and Client Secret in a notepad or a text document.
Retrieving REST API URLs
Copy the Endpoint and Identity REST API URLs from Admin Navigation Pane. These URLs are found in the web services section of the Admin Navigation pane (Admin->Web Services). The URLs which are required are found in the REST API region as illustrated below:
Copy each URL and store in the same notepad or text document where Client Id, and Client Secret are saved.
Configuring InsideView Target for Marketo
|1||Log into InsideView Target||Once you have four Authentication details, log into the InsideView Target.|
|2||Go to InsideView for Sales standalone||Go to https://my.insideview.com/iv/welcome.do, or if you are on the InsideView homepage, click Login.|
|2||Enter login credentials||Enter the Login Name (user ID) and Password for your InsideView user account and click Sign In..
Note: Only InsideView Account Administrators can set up the Salesforce CRM integration, so ensure you have logged in with the correct User ID.
|3||Go to Settings||Once you log in to InsideView Sales, click Build a List in the top menu and click Settings icon to expose the Authentication tab.
Note:Only when you log in with an Account Administrator user credentials, then Settings icon is displayed.
|4||Configure Marketo application authentication||
On the Integrations tab, click the Authentication subtab.
Enter the following Marketo authentication credentials that you have saved in a notepad earlier:
Note: The Save button at the bottom is grayed out, and sometimes requires the user to cycle through each field using the Tab key.
|5||Save||Once configured, the Marketo logo gets updated with a green Configured badge, and Field Mapping becomes available to set up.|
|6||Check custom field mapping||
Custom Field Mapping is mostly automated. You can review the custom field mapping to see how InsideView Target matches InsideView fields to standard fields in Marketo.
For example, Phone Number automatically picks up the Marketo field phone. If you wish to edit the default mappings, select the pencil icon, which appears when you hover a field name.
Note: By default, InsideviewId field is auto-mapped. If the InsideviewId field is not mapped you must create this custom field with the string datatype in your Marketo application. Otherwise, you cannot perform a Sync to Marketo.
|7||Map Insideview Id||
Use the Field Management from the left hand navigation pane to map the InsideviewId field to a new custom field.
|8||Refresh Marketo||Refresh the InsideView Target instance in order to see this field in the drop-down list as illustrated below:
|9||Save changes||Click Save to make sure all changes are saved.|
Verifying a Successful Set Up
After your authentication credentials are configured and field mapping is complete, the last step is to verify that a list can be successfully exported.
Because InsideView Target is a credit-based system, and you do not want junk data in the system, it is best to create a list size of 1 for testing purposes.
De-duplication depends on email in order to be effective, and since most marketers want leads with email address, add the Contact Info field from in + Add Search Criteria options and select email.
Build a sample list with Job Levels selected to further refine the People list as illustrated below:
Click Search and select the Export to Marketo.
Exporting a People List from InsideView Target to Marketo
InsideView Target allows you to sync People lists directly into your Marketo automation system.
|1||Log into InsideView Target||
Log into the InsideView Target with your credentials.
|2||Sync search results into Marketo||
Once the Marketo account credential and field mapping is complete, click Export to Marketo.
|3||Accept sync messages||
When you click Export to Marketo, a series of messages will appear as illustrated below:
|5||Receive an email notification||
Once the People list is synced into Marketo, you will receive an email notification confirmation with number of people that were moved to your Marketo application as illustrated below:
Once People list is imported, you can be confident that the set-up is complete and successful!