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[Marketo] How to Send Voice & SMS Text Messages From Marketo Workflows

In this tutorial, you'll learn how to send voice and/or SMS text messages from your Marketo Smart Campaigns using Call Loop's Triggers and Marketo's Webhooks.

This will allow you to trigger messages based on an action from your campaigns. 

For example, you could send a text message 1 day before a contacts appointment date or demo as a reminder.

Or leading up to your webinar, to drive more attendance, automatically send a voice and text message 1 hour before the webinar date.

Step 1: Create a Call Loop Group

If you wish to add them to your Marketo group, you can select to integrate, but in many cases if you just wish to send them a text and NOT add them to a group, then do not check the integration box.

Step 2: Create a Trigger Message

After you create your group, go to "Messages > Triggers" and create your first voice or SMS trigger. 

Think of Triggers as your voice and text message library. This is where you'll create your message to then create a webhook in Marketo. 

For a Voice Broadcast, create your message like this...

Step 3: Copy Your Trigger URL

To get your Trigger URL, click on the "Code" button and simply copy this URL.

Step 3: Create Your Marketo Webhook

On the top right, click on "Admin"...

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Then click on "Webhooks"

Screen_Shot_2017-03-10_at_12.33.13.png  

Then create your webhook and using the same options as shown here:

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Webhook Name: This is the name of the webhook. You want to label this specific to the action it will be doing.

Description: Give this a description of what this trigger will do.

URL: Paste in your Call Loop URL here.

Request Type: Set this to POST (NOTE: If you set to GET then this will cause the webhook to not work with Call Loop)

Template: This is the information that Marketo will send over to Call Loop. You can use our template as a guide for you.

&phone={{lead.Mobile Phone Number:default=edit me}}&first={{lead.First Name:default=edit me}}&last={{lead.Last Name:default=edit me}}&email={{lead.Email Address:default=edit me}}

You can pass over to Call Loop the following fields.

Want to Merge Custom Fields into your Texts? Click Here

IMPORTANT: They must be in this format or else they will not be added to your Call Loop. They must be EXACTLY as shown, in all lowercase words.

  • phone (*required)
  • first
  • last
  • email

Request Token Encoding: Set this to Form/Url

Response Type: None

Step 4: Add Your Webhook to the Flow in Your Campaign

Now from your Smart Campaign, click on the "Flow" tab and drag over the "Call Integration" Webhook. Then select the New Webhook you just created.

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That's it!

 

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