Page tree
Skip to end of metadata
Go to start of metadata

Prerequisites

First create your webinar in Zoom. Certain settings in the creation of your Zoom are used by Marketo, and some are only used by Zoom. 

After you create a Marketo event and associate a Zoom webinar with it, the systems will be able to share registration and attendance information. For help creating a webinar, see Getting Started with Zoom Webinars.


Enter the following information for your webinar and it will be pulled into Marketo via the adapter. If you make any changes to this information, you must click the link “Refresh from Webinar Provider” under Event Actions, in order for Marketo to see the changes.

Title and Description

  • Webinar Name – Enter the name for the webinar. This name will be viewable in Marketo.
  • Description (optional) – Enter the description for the webinar. The description will be viewable in Marketo.

Date & Time

  • Start date – Enter your start date. This will be viewable in Marketo.
  • Start time – Enter your start time. This will be viewable in Marketo.
  • Duration – Enter the duration. The start time and end time will be viewable in Marketo.
  • Time Zone – Select the applicable time zone. This will be viewable in Marketo.
  • Recurring Webinar  Keep unchecked.
  • Registration Check this box to make registration required. You will use a Marketo form/landing page to capture registration information that will be pushed to Zoom.

Note

Marketo does not currently support recurring webinars. You must set up a single session between each Marketo Event and Zoom webinar.

Tip

There are additional fields that you will configure in Zoom that will NOT affect the integration. Please refer to the Zoom Webinar Help Center for additional information on these fields.

Now, let's jump into Marketo!

1. Select an event. Click Event Actions and choose Event Settings.

Note

The channel type of the event selected must be webinar.

2. Choose Zoom from the Event Partner List.

3. Choose the Zoom account you want to associate your event with.

4. Select the webinar.

5. Click Save.

Excellent! Now the event is synced and scheduled by Zoom.

Note

The fields Marketo sends over are: First Name, Last Name, Email Address.

Tip

To populate your confirmation email with this unique URL, use the following token in your email: {{member.webinar url}}. When the confirmation URL is sent out, this token automatically resolves to the person's unique confirmation URL. 

Set your confirmation email to Operational to ensure that people who register and may be unsubscribed still receive their confirmation information.

People who sign up for your webinar will get pushed to your webinar provider via the Change Program Status flow step when the New Status is set to "Registered." No other status will push the person over. Also, be sure to make Change Program Status flow step #1, and Send Email flow step #2.

Caution

Avoid using nested email programs to send out your confirmation emails. Use the event program's smart campaign instead, as shown above.

Tip

It can take up to 48 hours for the data to appear in Marketo. If after waiting that long you still don't see anything, select Refresh from Webinar Provider from the Event Actions menu in the Summary tab of your event.



  • No labels