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;
![Ionut_Dumitrascu_0-1630654043284.png Ionut_Dumitrascu_0-1630654043284.png](https://community.qlik.com/t5/image/serverpage/image-id/61274i070C946BB97E2813/image-size/medium?v=v2&px=400)
- Drag and drop the block into the automation and link it to the start block;
![Ionut_Dumitrascu_1-1630654111313.png Ionut_Dumitrascu_1-1630654111313.png](https://community.qlik.com/t5/image/serverpage/image-id/61275iF2689E9DC078D47B/image-size/medium?v=v2&px=400)
- 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;
![Ionut_Dumitrascu_2-1630654168565.png Ionut_Dumitrascu_2-1630654168565.png](https://community.qlik.com/t5/image/serverpage/image-id/61276i88FDD361A346D37E/image-size/medium?v=v2&px=400)
- 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.
![Ionut_Dumitrascu_4-1630654291208.png Ionut_Dumitrascu_4-1630654291208.png](https://community.qlik.com/t5/image/serverpage/image-id/61278i7DE05CC743549FA5/image-size/medium?v=v2&px=400)
- 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;
![Ionut_Dumitrascu_3-1630654215909.png Ionut_Dumitrascu_3-1630654215909.png](https://community.qlik.com/t5/image/serverpage/image-id/61277i204D37C8115B5296/image-size/medium?v=v2&px=400)
- 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;
![Ionut_Dumitrascu_5-1630654467732.png Ionut_Dumitrascu_5-1630654467732.png](https://community.qlik.com/t5/image/serverpage/image-id/61279i35C7240D65FEF08C/image-size/medium?v=v2&px=400)
- On the right side of the screen, use the input fields to fill in the lead activity information;
![Ionut_Dumitrascu_6-1630654622914.png Ionut_Dumitrascu_6-1630654622914.png](https://community.qlik.com/t5/image/serverpage/image-id/61280iF8A2AB944945C20B/image-size/medium?v=v2&px=400)
- 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.