Associate Fields in Marketo and Tackle

Associate Registration Fields

Tackle's Marketo Connector matches your product listing registration fields to your Marketo Field Management fields.

  1. Create a new field by navigating to Admin > Database Management > Field Management
  2. Check if the field already exists in Marketo

New Fields

  1. Add a new field by selecting New Custom Field
  2. Add Object: Select Person
  3. Add Type: Select String
  4. Add the Name: Registration Field Title value from Section 2 Associate Registration Fields in Tackle Integrations
  5. Copy the API Name in Marketo
  6. Paste into the matching Marketo API Name field of Section 2 Associate Registration Fields of Tackle Integrations

Existing Fields

  1. Select Export Field Names to export all fields into an XLS file
  2. Open Fields.xls
  3. Find the corresponding row for the Friendly Label (Marketo) / Registration Field Title (Tackle)
  4. Copy the REST API Name
  5. Paste into the matching Marketo API Name field of Section 2 Associate Registration Fields of Tackle Integrations

Add Tackle Connector Fields to Marketo

Tackle-specific fields will need to be created in your Marketo. We have provided the Marketo API name. This value should be copied directly from the Marketo API Name column and pasted into your Marketo when you create a new field.

  1. Add a new field by selecting New Custom Field

  2. Add the Type: Select String

  3. Add the Name: tackle_customer_id value from Section 2 Associate Registration Fields in Tackle Integrations

  4. Select Create

  5. Repeat steps 1-4 for the remaining Tackle Integration Fields:
    tackle_offer_id
    tackle_product_id
    tackle_cloud_provider

  6. If you enabled Tackle Entitlements, repeat steps 1-4 for tackle_entitlements

Test and Save in Tackle

  1. Select Test Configuration
  2. Once successful; select Save Changes

❗️

Double check your Marketo values

If the test fails, check that the values entered match in Marketo and test again. If you need assistance please contact a Tackle marketplace guide [email protected]

Enable Integration

  1. Repeat the previous sections until all product listings have associated registration fields with Marketo values.
  2. Check that Step 1: Marketo Connection tested successfully and changes have been saved.
  3. Check that each product listing in Step 2: Associate Registration Fields tested successfully and changes have been saved.
  4. Select Enable Integration at the top right to start the flow of cloud marketplace data into Marketo.

If you have questions or need any assistance with these instructions, please contact a marketplace guide at [email protected]