Marketo - How to configure custom activities

Ionut_Dumitrascu — Fri, 03 Sep 2021 07:53:44 GMT

This article gives an overview of how to configure custom activities using the Marketo connector in Qlik Application Automation. It will also go over an example of configuring and using a custom activity.

Standard use case:
Custom activities help you track an activity that isn’t related to a Marketo form, email, or landing page. Want to track when someone deposits a check? Want to keep tabs on when someone attends a webinar? Use a custom activity.

Example on how to configure and use a custom activity:

From the left menu, select the Marketo connector;
Use the 'Search for blocks' input to search for the 'Create Custom Activity Type' block;
Drag and drop the block into the automation and link it to the start block;
On the right side of the screen, use the input fields to fill in the custom activity information;
Optional step: use the 'Search for blocks' input to search for the 'Add attribute to custom activity type' block and link it to the 'Create Custom Activity Type' block;
On the right side of the screen, use the input fields to fill in the attribute information; You can add multiple attributes by duplicating this block and link it to the previous one.
Use the 'Search for blocks' input to search for the 'Approve Custom Activity Type' block and link it to the last 'Add attribute to custom activity type' block;
On the right side of the screen, use the input fields to fill in the custom activity information;
Run the automation (if not saved previously, a 'Save automation' popup will appear). This will create a new custom activity type in your Marketo account, optionally add custom attributes to it and then publishes it for use.

Example on how to use a custom activity:

From the left menu, select the Marketo connector;
Use the 'Search for blocks' input to search for the 'Add Lead Activity' block;
Drag and drop the block into the automation and link it to the start block;
On the right side of the screen, use the input fields to fill in the lead activity information;
Run the automation (if not saved previously, a 'Save automation' popup will appear). This will add a new activity for the selected lead in Marketo.

The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.

article Marketo - How to configure custom activities in Official Support Articles

Marketo - How to configure custom activities