Company Surge TM for. Installation Guide v4.0 January

Transcription

1 Company Surge TM for Installation Guide v4.0 January 2018

2 Contents Page # Why use Company Surge for Marketo? 3 Select your Intent Topics 4 Overview: Configure Company Surge for Marketo 5 Step 1 Create a role 6 Step 2 Set up API only permissions 7 Step 3 Create Launchpoint service 8 Step 4 Gather REST API info 9 Step 5 Create a Custom Object 10 Step 6 Create Custom Object Fields Validate your Company Surge dataset 14 Bombora contact information 15

3 Why use Company Surge TM for Marketo? Power up your Company Surge for Marketo delivers a boost to your contact profiles by enriching them with relevant and timely Company Surge data so you can send better s and generate better responses. Smarter nurture campaigns Enrich your contact profiles with data that helps you segment and re-engage dormant contacts for nurture campaigns. Company Surge for Marketo arms you with the knowledge of which target prospects are interested in what topics to help you effectively segment your audience and build deeper relationships to move prospects through the sales funnel. Personalize contact engagement Go beyond a broad brush approach and deliver content that your customers want. Company Surge for Marketo helps you customize content based on the topics that your contacts are interested in and the intensity of that consumption, so you can drive better engagement with your marketing programs. What is Intent data? Data that is collected about web users content consumption or observed behavior that can provide insight about their interests and from this indicates potential intent to take an action. Bombora provides B2B Intent data at unprecedented global scale. What is Company Surge data? Derived from Intent data, Company Surge data indicates when a business starts consuming content on a B2B topic much more than they normally do, according to historical data and benchmarks. It identifies when businesses are actively researching products or services signaling purchase intent.

4 Select your Intent topics We need to know, what you want to know! Bombora has over 3,500 B2B Intent topics. You will need to examine Bombora s taxonomy and identify the Intent topics that are most relevant to your products or services and audience. Once you have selected your topics, you will need to provide this list to your Bombora Account Manager. They will setup your account so that these topics are pushed through to Marketo. Handy links The full Bombora taxonomy can be downloaded at: bombora.com Bombora resources: bombora.com/resources Bombora products: bombora.com/products/ Bombora Company Surge for FAQs: bombora.com/blog/faq/company -surge-for- / If you need help assessing which topics would best suit your product or services and audience, please contact your Bombora Customer Success Manager.

5 Overview: Configure Company Surge for Marketo A few easy steps to configure Company Surge for Marketo There is a one-time configuration required to set up Company Surge for your Marketo account. The following table outlines what you need to do and why. 1 Creating a role Create a new role for Bombora in your Marketo account. What you will need: Admin permission to your Marketo account Marketo license that includes Custom Objects 2 Set permissions as API only Set API only user permissions in your Marketo account. If you need help with the configuration of your Marketo account, please contact your Bombora Account Manager. 3 Create LaunchPoint service Enable Bombora to make a call to your Marketo account via API. 4 Gather REST API info Enable Bombora to connect Company Surge data to your Marketo account. 5 Creating a Custom Object Create a place in your Marketo account for your customized Company Surge dataset. 6 Creating Custom Object Fields Enable mapping of Company Surge data against your database of contacts in Marketo.

6 1 Creating a role Create a new role for Bombora in your Marketo account. Getting started Log into your Marketo account and click on the Admin menu at the top of the page. On the sidebar menu, under Security, click Users & Roles Go to the Roles tab Click New Role Step 1 Enter the following details: Role Name Bombora Company Surge Description Bombora Company Surge Step 2 Expand Access API node in the permissions tree Step 3 Click Read-Only Lead, Read-Only Activity, and Read-Write Custom Object

7 2 Set permissions as API only Set up Bombora as a known API user in your Marketo account. Getting started Log into your Marketo account and click on the Admin menu at the top of the page. On the sidebar menu, under Security, click Users & Roles Click Invite New User Step 1 Enter the following details: First Name: Last Name: Reason: Access Expires: (Ask your Bombora Account Team for your Organizations Unique Address) Bombora Company Surge API only user for Bombora Company Surge data integration Never Step 2 Select Roles > Bombora User Step 3 Step 4 Set Permissions as API Only Click Send and Bombora will be added as a user and will be displayed in the Users and Roles listing.

8 3 Create LaunchPoint service Enable Bombora to make a call to your Marketo account via API. Getting started Log into your Marketo account and click on the Admin menu at the top of the page. On the sidebar menu, under Integration, click Launchpoint. Click New Step 1 Enter the following details: Display Name: Service: Description: API Only User: Bombora Company Surge API Custom Bombora Company Surge API Select your organizations unique address provided by Bombora Account Team Step 2 Step 3 Click Create and Bombora Company Surge will be added to LaunchPoint and displayed in the Installed Services listing. Click on View Details of the listing. Copy the Client ID and Client Secret values. This information to required to connect Company Surge data to your account. Save this information for later

9 4 Gather REST API info Enable Bombora to connect Company Surge data to your Marketo account. Getting started Log in to your Marketo account and click on the Admin menu at the top of the page. On the sidebar menu, under Integration, click Web Services. Step 1 Scroll down to the section REST API (located at the bottom of the page). Copy the Endpoint and Identity values. This information is also required to connect Company Surge data to your account. this information (Rest Endpoint and Rest Identity) along with the Client ID and Client Secret (see previous page) to marketo@bombora.com

10 5 Create a Custom Object Create a place in your Marketo account for your customized Company Surge dataset. Getting started Log into your Marketo account and click on the Admin menu at the top of the page. On the sidebar menu, under Database Management, click Marketo Custom Objects Click New Custom Object Step 1 Enter the following details: Display Name: API Name: Plural Name: Description: Bombora Surge bomborasurge_c Bombora Surges Bombora Company Surge data Show in Person Details: Show Step 2 Click Save and Bombora Surge will be added to the Marketo Custom Objects sidebar.

11 6 Create Custom Object Fields Enable mapping of Company Surge data against your database of contacts in Marketo. Getting started Log into your Marketo account and click on the Admin menu at the top of the page. Step 1 *Note: This info is only required for the leadid field. *Note: See next page for details On the sidebar menu, under Database Management, click Marketo Custom Objects. On the right-hand sidebar find and click on Bombora Surge, click onto the Fields tab. Click New Field Enter the following details to create the leadid field: Display Name: API Name: Description: Data Type: *Link Object: *Link Field: *Dedupe Field: leadid leadid Optional link Person Id Yes Marketo will automatically create these required fields. Step 2 Step 3 Click Save and the leadid will be added to the Fields display listing. Repeat the above New Field process for all fields outlined in the table on the next page. It is critical that field information is entered exactly as provided (i.e. case sensitive) to enable mapping of Company Surge TM data.

12 6 Create Custom Object Fields (continued) Table 1. Bombora Company Surge TM required fields *Note: leadid was created in the previous step *Note: SurgeID must have Dedupe turned on Display Name API Name Type Dedupe? *leadid leadid link Yes Category CATEGORY string No Company COMPANY string No Country COUNTRY string No Date Stamp DATE_STAMP date No Domain DOMAIN string No Industry INDUSTRY string No Level LEVEL string No Score SCORE integer No Size SIZE string No State STATE string No **Surge ID SURGE_ID string Yes Theme THEME string No Topic TOPIC string No It is critical that field information is entered exactly as provided (i.e. the API Name is case sensitive) to enable mapping of Company Surge TM data. For your ease, we have provided this table with the correct values. Please copy and paste this information when creating these fields. If you have any questions or would like help to check this fields, please contact your Bombora Account Manager

13 6 Create Custom Object Fields (continued) Step 4 After creating all of the required fields, click back to the Marketo Custom Objects tab. Select the Custom Object Actions menu and click Approve Object. Click the Approve button to confirm. When completed, the listings in the Fields tab will show Approved under the State column.

14 Validate your Company Surge dataset Now you ve done your part, let us do ours! Thank you for going through the configuration process to set up your Company Surge for Marketo. If you have completed all of the steps outlined in this guide, please us at with the information provided in the What we need checklist (listed on the right). Once we receive this information we will complete your setup of Company Surge for Marketo. Your Customer Success Manager will contact you to validate that your Marketo database is receiving Company Surge TM data and schedule regular check-ins with you. Checklist What we need from you q q q q Your contact details Contact details for anyone else at your organization using Company Surge for Marketo who needs to be kept updated Your list of selected Intent topics (if not already provided) Information to connect Company Surge data to your Marketo account: - Client ID value (page 8) - Client Secret value (page 8) - Endpoint value (page 9) - Identity value (page 9)

15 Surf s up. Let s take off. For more information, please contact us at +1 (646) or marketo@bombora.com Bombora