In 2021, Marketo disabled posts to save2 endpoint. As a result, PathFactory switched to utilizing the Marketo Form Submit API export as a way to facilitate engagement session data send from PathFactory to Marketo.

From PathFactory, there are 5 different types of engagement data that can be sent to Marketo

Session based (Highly recommend if deploying the following experiences)

• Standard Experiences Session
• Website Tools (WT)Session
• Templated Experience (TE)  Session  

Activity Based (optional)

• Standard Experiences
• Templated Experience and Website Tools Activity 

This article uses the Standard or TE  Experience session based set up as an example.   Other  Session and Activity Based events  will follow similar steps in creating the API Form Submission Exports but may have different field requirements

Step 1: Create fields in Marketo

First, you need to create new custom property fields in Marketo. You can find this configuration in Marketo’s Admin Settings > Field Management.

You will typically be sent a standard list of fields by one of our Implementation Specialists if you are currently onboarding with us. See the following recommended fields to include for a Standard or Templated Experience session based event.

Note: The full list of engagement fields is here.

Field names

Field Name: PathFactory Experience Name
Field Value: pathFactoryExperienceName
Field Type: String

Field Name: PathFactory Number of Assets Viewed
Field Value: pathFactoryNumberofAssetsViewed
Field Type: Integer

Field Name: PathFactory Content Count – Threshold Met
Field Value: pathFactoryContentCountMetThreshold
Field Type: Integer

Field Name: PathFactory Content Journey
Field Value: pathFactoryContentJourney
Field Type: Text Area

Field Name: PathFactory Content List – Threshold Met
Field Value: pathFactoryContentListThresholdMet
Field Type: Text Area

Field Name: PathFactory Topic List – Threshold Met
Field Value: pathFactoryTopicListThresholdMet
Field Type: String

Field Name: PathFactory Funnel Stage – Threshold Met
Field Value: pathFactoryFunnelStageThresholdMet
Field Type: String

Field Name: PathFactory Content Types List– Threshold Met
Field Value: pathFactoryContentTypesListThresholdMet
Field Type: Text Area

Field Name: PathFactory Engagement Score
Field Value: pathFactoryEngagementScore
Field Type: Integer

Field Name: PathFactory External ID
Field Value: pathFactoryExternalID
Field Type: String

Field Name: PathFactory Engagement Time
Field Value: pathFactoryEngagementTime
Field Type: Integer

Field Name: PathFactory Last Viewed Content Title
Field Value: pathFactoryLastViewedContentTitle
Field Type: String

Field Name: PathFactory Last Viewed Content Source URL
Field Value: pathFactoryLastViewedContentSourceURL
Field Type: String

Note: Please use the Field Type as we have recommended.

Step 2: Create a Marketo form

1. Create a new Marketo form in your Marketo instance. Give the form a name that fits with your team and workflow.  Common examples include Standard and Templated Experience PathFactory Forms API Sessions or Standard and Templated Experience Visitor Sessions. This form won’t be displayed to your visitors so keep the fields surfaced on the form as it could help you with testing.

Note: You may use the same Marketo form across the different types of sessions if you wish. You’ll want to include all fields created to capture PathFactory engagement data.  This form won’t be displayed to your visitors, so keep the fields surfaced on the form as it could help us with testing.

2. Add all the fields you just created.
3. Add an Email field as well, which is the main unique identifier that converts the visitor.
4. Ensure the email field is the only required field.
5. When completed, select Finish and Approve and Close to save any changes.

Step 3: Set up the Form API Export in PathFactory

1. Login to your PathFactory instance.
2. Navigate to Organization Settings > Marketo Account tab.
3. Select + Add API Form Submission Export. A modal appears.
4. Complete the following fields in the modal.

Name: this name only appears in PathFactory, so choose whatever works best for you. Common examples are PathFactory Visitor Session or PathFactory Session.

Marketo Form ID: find this ID in your Marketo form embed code and paste it here. In the following example, my form ID is 1842.

Marketo Form ID: find this ID in your Marketo form embed code and paste it here. In the following example, my form ID is 1842.

Event Type: Choose Standard Experiences Session

Fire for Excluded Visitors: select this option if you want data for excluded visitors (such as both your internal employees and PathFactory employees) to be included in the data.

Step 4: Add the fields in your Forms API

Since your API is connected to your PathFactory instance, you don’t need to manually populate the fields.

1. Select Configure Event Fields. A modal opens.

   

2. Using the Event Field and Marketo Form Field drop-downs, map the PathFactory fields to the corresponding Marketo fields. Refer to the previous list of standard field names if necessary.
3. Select Save. You’re all ready to go!

Additional Form Submit API Export Settings

Edit: use if you want to edit the name of your form in PathFactory.

Refresh Marketo Form Fields: use to make updated, deleted, or new fields appear in the Marketo Form Field drop-down.

Remove: use to delete the form from PathFactory.

WARNING: removal is permanent. Deleted forms cannot be retrieved. You’ll have to re-create any removed forms.