Using the Marketo Integration

There are several ways that you can use the Marketing Integration to achieve better performance of the two systems.

1. Import your Program List from Marketo into MeetMax as Invitees

This lets you manage the emailing side of Inviting from the MeetMax platform. Why do this given that Marketo is an email platform first and foremost?

To add custom field values to the records before inviting
If you were much more familiar with using MeetMax than Marketo

Once you have completed the Integration, and linked your MeetMax event to a Marketo Program - you can import the Memeber of the Program into MeetMax Invitees. Go to the Program in Marketo to check there are members.

Then from Invitees > Marketo Import

Simply import the members. You can do this multiple times and it will not import duplicates.

2. Track Members as they progress though Registration

If Members have been imported as Invitee as above - then as they

are emailed the Invite
receive and Decline it
receive and Accept it
register fully
arrive onsite to get their badge

their status in the Program Members list will update as you can see below.

3. New names registering in MeetMax.

If a prospect comes to a blank MeetMax Registration form and registers - that name will be added back to the Marketo Program Member list.

Alan registers, and immediately appears in Marketo as a result, creating a new lead in Marketo.

Also - if you add new names to MeetMax as invitees that are NOT in Marketo already - or not in the Program - they will be added to the Program if they register.

4. Using the Marketo Program as a lookup reference

Even if you do not use MeetMax for Invitees and Emailing, you can still take full advantage of the connection between MeetMax and the Marketo Program.

If a prospect is presetn in your event Program members list in Marketo as follows:

..then that person can regsiter in MeetMax using the Marketo lookup form.

This lets them put their email address in the form...

..and because they are present in the Marketo Program, MeetMax will pull all the fields that are in Marketo, such as address, city, state, and others you may have.

..and of course their Program status will change as they complete their registration.