How do I connect Tourial to Marketo?

Connect your Marketo account by selecting Integrations and clicking Connect to begin authentication.

How do I enable engagement data sharing from Tourial to Marketo?

Turn on Engagement Activity and Content Engagement Activity ON in Marketo settings after connecting the accounts.

How do I set up a white-label domain for Tourial with Marketo integration?

Create a subdomain and add it in Domain Setup, then configure the DNS and update the embed code to use this domain.

Marketo | Navless Product Documentation

The Marketo integration with Tourial involves setting up a connection by authenticating a Marketo account through creating a new User Role with API access, generating a user and custom service in Marketo, obtaining necessary credentials, optionally approving a custom activity, and ensuring the Marketo tracking script is on your website to link visitor engagement data and lead forms between the two platforms.

Marketo Integration

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 integrations page, 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, it is recommended to create a new User Role (if one does not already exist) with Access API permissions.
- Note: It is also recommended to check-mark "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.Create a new user (e.g., 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. 1.In Admin, select Custom Activities in the left side menu or main screen.
2. 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.

Now, click Manage Integration >> Settings to get to the Marketo settings page.

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.

Once you're all set up, you can explore ways to use Tourial Engagement Data to create Smart Lists, Flows, and more in Marketo.

Step 4: Choose your white-label subdomain and add it to Domain Setup in Tourial

Note: 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.

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.

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

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:

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

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

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

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

What's next? Check out the Tourial engagement data visible in Marketo.

See how to connect your Marketo form to Tourial for easy lead capture.

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