Important Things to Know Before You Begin

  • Postalytics Triggered Drip Campaigns only with a Trigger Type Marketo Smart Campaign

  • To send data from Marketo to Postalytics for Triggered Drip Campaigns, a custom webhook will be used

  • Each Postalytics Triggered Drip Campaign will require its own custom webhook

Create a Marketo Triggered Drip Campaign in Postalytics

To begin, select “New Campaign” from the Campaigns drop down menu, then select “Triggered Drip”.


Next, select the Marketo icon. If you don't see the Marketo icon, you'll need to first set up the integration connection. See our help doc, How to Set Up the Postalytics / Marketo Integration. 


Use our help article Triggered Drip Campaigns to walk through the remaining steps of creating your Postalytics Triggered Drip Campaign. 

Once the campaign is created, go to the Campaign Settings page

To get there, click on “View Campaigns” in the Campaigns drop down menu.


Select “Campaign Settings” from the Campaign menu on the far right.


Leave the following screen open as the endpoint URL and header information will be needed for the Webhook in Marketo.


Create a New Webhook in Marketo

In Marketo, the first step is to create a webhook. This webhook is created before being added to the Trigger Type Marketo Smart Campaign.



Create the webhook name and description. Then use the information from your Postalytics Triggered Drip Campaignto complete the new webhook.

Webhook URL = The endpoint url of the Postalytics Triggered Drip Campaign

Request Type = POST

Template: Copy/paste the following code into the template box, exactly as shown. You can also find this on the campaign settings page under “Request Body”.

{

   "LeadID": {{lead.id:default=No ID}},

   "first_name": {{lead.First Name:default=edit me}},

   "last_name" : {{lead.Last Name:default=edit me}},

   "company" : {{lead.Department:default=edit me}},

   "address_street" : {{lead.Address:default=edit me}},

   "address_city" : {{lead.City:default=edit me}},

   "address_state" : {{lead.State:default=edit me}},

   "address_zip" : {{lead.Postal Code:default=edit me}},

   "var_field_1" : "",

   "var_field_2" : "",

   "var_field_3" : "",

   "var_field_4" : "",

   "var_field_5" : ""

}

Request Token Encoding = JSON

Response Type: None

Notes regarding the Template

“LeadID” is a required field which grabs the Marketo user Id. Do Not Change.

For all other fields, the Market field can be changed by removing everything in that field that lies between the interior {} and then selecting “insert token”.

Postalytics requires the following standard address fields for mailing:

  • First Name

  • Last Name

  • and/or Company

  • Address

  • City 

  • State

  • Zipcode

Postalytics supports up to 10 variable fields.

Click "Save", to save your webhook.

Create Custom Headers

Now that your webhook has been saved, scroll down to the Custom Headers section. Click “Edit”.


Click “Add” twice and enter the following two Headers and Values:

Header 1 = Authorization

Value 1 = Copy/paste the Authorization Header from the Postalytics Campaign Settings Page

Header 2 = Content-Type

Value 2 = application/json

Click “Save".


Create a New Smart Campaign in Marketo

The next step is to create a new Smart Campaign and define it as a Trigger within Marketo. The following links to the Marketo document will assist you in creating and defining the Smart Campaign: 

You will need to add at least one trigger to the list’s filter. Marketo does not support the call webhook action in batch campaigns.


Add the Call Webhook rule to the Flow tab of the campaign. See the following Marketo document: Call Webhook | Adobe Marketo Engage

Select the name of the webhook you created earlier, with the Webhook URL associated with the Postalytics Triggered Drip Campaign created in the first step.


Activate your Smart Campaign within the Schedule and trigger it via your added trigger.


Now it’s time to test! See our Help Document Testing your Marketo Trigger Smart Campaign and Postalytics Triggered Drip Campaign to learn more.