Marketo Triggers

Before You Start

Make sure that you have done the initial Marketo setup.

Step 1 - Create the Trigger in Postal

From the tabs across the top of your Postal instance, click on the three horizontal dots > Triggers > Create a Trigger

1. Name the Trigger

2. Select the Marketo integration

3. Select the Marketo Program you want to associate this trigger with

4. Select trigger action

5. Select an approved item if Send Item was the selected action

Trigger Example

Step 2 - Copy the Trigger ID

Once the Trigger is created a new option will show. Select Copy Trigger ID and Postal will confirm that it has been copied.

Step 3 - Setting up the Trigger in Marketo

Navigate to the appropriate Campaign > Flow

• Add Flow Step - Change Data Value
• Attribute: Postal Trigger ID
• New Value: “Trigger ID” from Trigger created in Postal
• Add Flow Step - Call Webhook

Select Webhook created in Marketo Integration Setup (Step 7 - “Postal.io Trigger”) Save. The trigger is now created!

NOTE: Postal only works with triggered campaigns, not batch campaigns. Triggers also pull from the Contact Owner’s funds/budget but can be changed. Using Send As changes the name and email the order is sent from.

Happy Sending!