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Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
1.
Adobe Marketo Engage
User Groups India VMUG: Marketo Webhooks and API Basics Darshil Shah & Ajay Sarpal February 2023
2.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Agenda Introductions – Get to know speakers Housekeeping What is a Webhook? How to use a Webhook in Marketo Sample Webhook Setup Using Webhook in a Marketo Smart Campaign Webhook Demo What the heck is API? Marketo Engage REST APIs Streaming APIs Q & A
3.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Darshil Shah 💼 Marketo Consultant @ Deloitte Digital 🏆 Marketo Champion, SME, MCSA, 3x MCE, 2x Community Advisor 🏡 Gandhinagar, GJ, IN 📆 Attending Adobe summit virtually Ajay Sarpal 💼 CEO @ Unicorn MarTech DBA Ajay Sarpal 🏆 Marketo 4x Champion, 3x SME, MCSA, Fearless 50, & 7x MCE 🏡 Mohali, PB, IN 📆 Attending Adobe summit in-person Introductions
4.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Adobe Marketo Engage User Group House Rules In order to ensure our MUGs stay user-focused and a safe space for members of the Marketing Nation to learn, network, and problem solve, we ask that all MUG attendees follow these rules: • No self-promotion or pitching of any kind is permitted at MUG events • Don’t contact people outside of the User Group without their consent • If MUG members share their use case at the User Group, please don’t share that information without their consent
5.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. This MUG Meeting is being Recorded. To ensure that we are abiding by the MUG Code of Conduct, we are informing all user group attendees at the India VMUG meeting on Feb, 28 at 7:30 PM IST that this meeting will be recorded and posted on the MUG YouTube Channel to promote training, education, and future learning. If you do not wish to participate in a LIVE recorded session, please feel free to watch the recording at a later time, which will be linked after the meeting concludes, and send us any questions you may have to Darshil Shah and Ajay Sarpal.
6.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Stay connected with our chapter! Sign up for Bevy – the new tool for Adobe Marketo Engage User Groups! Step 1: Navigate to India VMUG Step 2: Create an account using the email associated with your Adobe Marketo Engage Account Once you’ve joined the chapter you’ll receive notifications and reminders about new events that the chapter has posted!
7.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential.
8.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Join Ajay and Chiara at the summit to learn about "Advance Your Career: Adobe Marketo Engage Certifications" (S203) Date: 21 March 2023 Time: 2:30 to 3:30 PM PDT Venue: In-person in Las Vegas India VMUG at Adobe Summit ✨
9.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. The Adobe Summit B2B Marketing Track is now LIVE B2B Marketing In-person Breakout Sessions 20 Customer speakers for every session! (except Roadmap) 6 product-led sessions 3 Skill Exchange sessions Recordings will be made available to virtual registrants a couple weeks following Summit (they will not be on demand during the event) B2B Innovation Super Session 1 Speaker: Brian Glover Customer: EY Demo: Bridget Burne B2B Marketing In-person Lab Sessions 5 In-person only (no recordings available) Pre-conference Trainings 3 Run by ADLS Cost associated Additional In-person Sessions Related to B2B Marketing 8+ Filter sessions by “B2B Marketing” track tag! View the full session track here!
10.
Upcoming Opportunities for Chapter
Members
11.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. AWARD PROGRAM OBJECTIVES 1. Celebrate, recognize, and amplify customers who are delivering game- changing digital transformation using Adobe Experience Cloud applications 2. Spark inspiration and demonstrate business value to customers and prospects 3. Create customer advocates from “the best of the best” 4. Fuel the customer success story “engine” that influences adoption, retention, cross-sell, upsell Global awards program showcasing customers delivering on Adobe's vision to change the world through digital experiences using Adobe Experience Cloud solutions. Who can apply for the awards? Customers—from practitioners to leaders—from all segments and all regions using Adobe Experience Cloud What’s new in 2023 • Return to in-person gala celebration on June 21 in NYC* *evening before the Adobe Executive Experience Forum 2023 Adobe Experience Maker Awards Learn More (right click to open hyperlink)
12.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Champion Office Hours: March Edition Join us on March 9th at 8 AM PST where the 2022 Marketo Champs will: Discuss best practices Share tips Engage in a live Q&A. RSVP HERE Ajay Sarpal Max Maurier Darshil Shah Joy Martinez Druva Sr. Director, Marketing Operations, Analytics, and Growth Unicorn Martech Founder and CEO Deloitte Marketo Consultant CS2 Marketing Senior Director, Marketing Operations
13.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Need to update your Marketo Engage certification? Adobe now has 3 certifications for Marketo Engage • Adobe Certified Professional - Adobe Marketo Engage: This new exam is ideal for marketers who have about 3 - 6 months of Marketo Engage training and hands-on experience. (Update to the former Marketo Certified Associate) • Adobe Certified Expert - Adobe Marketo Engage Business Practitioner: This exam is ideal for marketers and marketing consultants who have at least 18 months of Marketo Engage hands-on or field experience. (Update to the former Marketo Certified Expert) • Adobe Certified Master - Adobe Marketo Engage Architect: This certification defines a new standard and process at the highest level. This certification is ideal for current Adobe Certified Experts who have at least 5 years of experience designing marketing automation using Marketo Engage Visit https://express.adobe.com/page/8OCuJK38uQWuT/ for more information & exam guides!
14.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. What is the difference? Webhook vs API Webhook 1) It helps in sending outbound calls from Marketo to third party web services 2) Receives calls through HTTP POSTs from external systems only during data updates 3) Ideal for real-time updates scenarios 4) These are automated calls from Marketo that get triggered when an event occurs API 1) It helps in passing the request from external systems to Marketo bidirectionally 2) APIs place requests without knowing if there will be a data update on Marketo or not 3) These are ideal when there is a constant change on Marketo 4) APIs help in adding, editing, deleting a set data after being instructed by Marketo
15.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. What is Webhook? • Webhook = Web + Hook • It’s a hook that you can use to interact with Web-based services (e.g., Marketo) • The service must be web-compatible, i.e., HTTP/HTTPS protocol. • It opens an enormous range of new possibilities for performing • Data transformation • Cross-application communication • Advanced calculation • Other sophisticated data processing needed by today's modern marketer
16.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. How to use a Webhook in Marketo? • Webhooks are configured in Marketo’s Admin section. • Go to Marketo Admin > Integrations > Webhook. • Webhook • New Webhook • Webhook Actions (select the webhook from the left pane first)
17.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Sample Webhook Setup • A webhook requires the following configs - • URL (include query parameters, if required) • Payload • Request Type (Delete, Put, Patch, Get, Post) • Encoding Type • Response Mappings • Optional custom headers
18.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Using Webhook in a Market Smart Campaign • A webhook can only be used in a trigger campaign’s flow. • Use the Request Campaign flow step from a batch campaign flow to call a webhook (daisy chain).
19.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Webhook Demo!
20.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. What the heck is API? • API stands for Application Programming Interface. • Enables two software components to communicate with each other using a set of definitions and protocols. • Types of APIs: o REST APIs o SOAP APIs o RPC APIs o WebSocket APIs o Graph QL API
21.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Marketo Engage REST APIs Marketo exposes a REST API which allows for remote execution of many of the system’s capabilities. Categories: o Lead Database APIs o Asset APIs o Authentication o User Management What do you need in Marketo? o API User – Admin > Users & Roles o Custom API Service – Admin > Launchpoint o API Credentials – Admin > Launchpoint > Service • Client Secret • Client ID
22.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Marketo Engage REST APIs
23.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Types of Integrations • Native / Launchpoint Integration: Out-of-the-box integrations offered by the platform E.g., Event, Social, integrations • Integration using iPaaS/Middleware Integration using Zapier, Workato, Boomi, etc. Drag and Drop interface (Zapier, Workato) E.g., Integrating SAP CRM with Marketo • Custom Integration using public API endpoints Building an in-house application using available endpoints only E.g., building an application to feed marketing data into a data-warehouse • Custom Integration using custom API endpoints Create custom services Self Service Flow Steps, Marketo Webhooks Time, resource, and effort
24.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Marketo Engage Streaming APIs Streaming APIs allow acquiring large volumes of data in near real-time thru Data Streams. There are four types of data streams available: Lead Activity Data Stream: provides near real-time streaming of Lead Activities User Audit Data Stream: provides near real-time audit tracking of asset updates by users Notification Data Stream: enables the notifications to be sent directly to a configurable endpoint via Adobe I/O events Metrics Data Stream: provides periodic aggregate metrics to customers
25.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Marketo Engage Streaming APIs Example Email Asset approved by a user in Marketo Asset streaming API gets triggered Streaming API sends activity data to the service listening for it 3rd party service/application Trigger apt. workflow/ action in the app. E.g., JIRA
26.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Marketo Engage Streaming APIs Use Cases Enriching/Cleansing Incoming Data System Monitoring Incorporating Feedback Workflow/Orchestration Automating processes Soft governance Integration Relieves the bottleneck of API limits
27.
© 2021 Adobe.
All Rights Reserved. Adobe Confidential. Got any Questions?
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