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Adrianna_Burges
Level 2
November 7, 2019
해결됨

Cvent Push Integration

  • November 7, 2019
  • 2 답변들
  • 11317 조회

Is there a "best practice" set up for the Cvent - Marketo integration? Basically, should the set up look a certain way? Is it static for everyone or are there unique attributes to consider? Basically, I am trying to figure out how to make sure that we are receiving the data from our Cvent national events without requiring a list import. Any suggestions?

이 주제는 답변이 닫혔습니다.
최고의 답변: SanfordWhiteman

Also: if I'm adding a field to a Custom Object that is not currently a custom field in Marketo, how do I go about capturing that info in a list? (such as "Accomodations needed" for an event)


There’s no inherent connection between Person-level custom fields and CO-level custom fields. That wouldn’t make sense, it’s one-to-one vs. one-to-many!

 

The only way you can simulate a connection is by using a Smart Campaign to read a field from one of the person’s CO records and write a corresponding field on the Person. Although as noted above, you can’t simply Change Data Value to a token, you need to have choices (“if a CO record exists with Field AABCDEF and Field B123456, then set person Field C=123456”). In general, there’s something wrong with your architecture if you’re putting together lots of campaigns like this.

2 답변

Tracey_Bartz1
Level 4
November 8, 2019
Joe_Brennan
Level 1
January 4, 2020

Link is broken

Level 2
January 29, 2020

Hello! I work at Cvent and we use this integration extensively, so I am happy to help. The setup is for the most part configurable.

 

First thing - look at all of this documentation as it has step-by-step guides for setup: https://developers.cvent.com/documentation/marketo-integration/

 

Key suggestions for set up:

1. Determine what information from Cvent you need in Marketo, and how you will use it (I suggest using the same universal fields or codes to ensure consistency across all events.)

2. Think through your desired lead flow of someone who registers for an event - what do you want to happen once they register? Attend? Post-show outreach? When will you pass this lead to sales?

3. Set up event programs in Marketo, with sub-sessions

4. Ensure your program statuses are actionable and make sense

 

For the core Cvent Event Management - Marketo integration, we use two custom objects. One is for Event-level details, and the other is for Session-level details. For each of these custom objects, you can push information on registration and attendee status, as well as custom details. We leverage this information for scoring, nurture programs, etc.

 

You can leverage any information in Cvent and you can choose what to sync., as well as field mappings for native and custom fields.  You can sync multiple Cvent accounts to one Marketo instance, or vice versa.

Stephanie Sweetland
Level 2
January 29, 2020

Thanks to @robert_nichols1 for the tag!

Stephanie Sweetland