Our Marketo integration lets you sync your SurveyMonkey response data with your leads in Marketo. You can use it to create or update leads in Marketo from contact information collected in SurveyMonkey, attach survey response data from SurveyMonkey to existing leads in Marketo, and trigger email campaigns based on certain response conditions.
When you build your survey think about how it should map to your Marketo fields. For example:
Once your survey and Marketo account are ready, follow these steps to link a survey to Marketo:
|Create a New Lead||Creates a new lead in Marketo for each survey response. This option doesn't look to see if the lead exists, it just creates a new one each time.|
|Update an Existing Lead||Uses your query mapping to find existing leads. If a lead exist, it's updated. If it doesn't exist, it'll add an entry to your Error Log.|
|Update or Create Lead||Uses your query mapping to find existing leads. If a lead exists, it's updated. If it doesn't exist, a new lead is created.|
|Overwrite record fields that have existing values||Replaces the values in existing Marketo fields with whatever is entered into your survey unless the field is blocked in Marketo. If not selected, only empty lead fields will be updated. We recommend only using this option if all fields you're mapping come from required questions in SurveyMonkey.|
|Sync response metadata using a 'SurveyMonkey Event' activity||Adds SurveyMonkey Event as a custom activity in your lead's Activity Log in Marketo. This custom activity includes: Survey Name, Survey ID, Event Type, Event Value, Event Time, and Event Duration.|
|Sync all question responses using 'SurveyMonkey Answer' activities||Adds SurveyMonkey Answer as a custom activity in your lead's Activity Log in Marketo for each question on your survey that the respondent answers. This custom activity includes: Survey Name, Survey ID, Question Name, Question ID, Question Answer, Question Answer Number Value, Column Weight, Column Label, Row Label.|
SurveyMonkey uses your Query Mapping criteria to determine which lead to update.
If you're using Marketo to send out your survey, leave the SurveyMonkey Field Marketo Lead Id mapped to the Marketo Lead Field Id.
If you're distributing your survey in another way, you'll need to map a survey field to another field in Marketo that'll let the integration look up your leads by that field to figure out which one to update. For example, if you want to use an email address, select the SurveyMonkey question that collects an email address and map it to the Marketo field that stores it.
Whatever you choose should be unique, if you have multiple leads with the same email address, you may want to map a second value to look leads up by, like, name. This way you can create a unique combination. Add more mappings to your lookup by clicking Add Field Mapping. If the integration comes up with more than one lead that matches your Query Mapping criteria, it'll log it in your Error Log.
The Field Mappings table lets you map how the integration syncs the answers from your survey to your leads in Marketo. The Hidden Mappings table lets you map custom values to Marketo fields to be passed with each response—for example send a value describing or coding your survey's audience. When mapping fields remember that:
You can view and manage your connected surveys from the main page of the integration where they're listed in a table.
|Name||The name of the survey.|
|Created||The date you first connected the survey to Marketo.|
|Status||Active: The survey is actively syncing with the Marketo object.|
Paused: New responses won't sync with Marketo.
|Created Leads||The number of new leads that have been created based on a new survey response.|
|Updated Leads||The number of existing leads that have been updated based on a new survey response.|
|Actions||View Link: Get the survey link you need to copy and paste into your Marketo email or landing page template.|
Edit: Edit the syncing options and mapping you configured when you connected the survey to Marketo.
Pause/Restart: Pause or restart syncing between the survey and the Marketo object. Any new survey responses collected while the project is paused won't update or create leads in Marketo.
Delete: Disconnects the survey from the Marketo object and removes it from the list. To reconnect them, you'll need to create the project again.
View Audit Log: View a log of responses that have been transferred to Marketo.
View Error Log: View a log of any sync errors that have occurred. This option only shows up if there are sync errors.