Configuring a Smart Campaign in Marketo to Automatically Send a Thnks

This guide walks you through automatically triggering the sending of a Thnks as part of a Marketo Smart Campaign.

Prerequisites

  • Access to the Thnks API.

  • Thnks API Key (Authorization Token).

  • URL for Thnks API endpoint.

Setup

1

Prepare Webhook Data

Before setting up the webhook, ensure you have the following details:

1

Thnks API URL

https://api.thnks.com/api/v1/gift_requests

2

HTTP Method

POST

3

Data (JSON format)

Here’s an example of the JSON payload you will need to include in the request. You’ll need to replace the placeholders with the appropriate tokens from your Marketo leads:

{
  "gift_id": "<GIFT_ID>",
  "recipients": [
    {
      "email": "{{lead.Email Address}}",
      "first_name": "{{lead.First Name}}",
      "last_name": "{{lead.Last Name}}",
      "message": "Thank you for your time and support!",
      "gift_redeem_type": "email"
    }
  ]
}
  • Replace <GIFT_ID> with the Thnks ID of the gift you want to send.

  • Use Marketo tokens (e.g., {{lead.Email Address}}) to populate dynamic lead information.

4

Headers

You will need to add the following headers in the webhook:

  • Content-Type: application/json

  • Authorization: Your Thnks API key (Authorization Token).

2

Create a Webhook in Marketo

1

Log into Marketo and go to the Admin section

2

Under Integrations, click Webhooks

3

Click New Webhook to create a new webhook

  • Webhook Name: Give your webhook a meaningful name, e.g., Thnks_Welcome_Program_CA.

  • URL: Use the Thnks API URL:
    https://api.thnks.com/api/v1/gift_requests

  • Request Type: Set this to POST.

  • Template: Copy the JSON template mentioned above and adjust as needed with the correct tokens for dynamic data population.

  • Request Token Encoding: None.

  • Response Type: Set to JSON.

4

Add Custom Headers

  • Content-Type: application/json

  • Authorization: Paste your Thnks API Key.

3

Map Webhook Response (Optional)

1

Response Mappings

If you want to capture response data, you can map response attributes to Marketo fields. For example, you can capture a response code or success status.

4

Add Webhook to Smart Campaign

1

Create or Edit a Smart Campaign in Marketo

2

In the Flow tab of the campaign, add the Call Webhook action

3

Select the webhook you just created (e.g., Thnks_Welcome_Program_CA)

4

Adjust other flow actions and campaign settings as needed

5

Test and Verify

1

Run a test by triggering the Smart Campaign with a test lead

2

Check the response from Thnks in the webhook log

3

Make any necessary adjustments to the payload or tokens based on the test results

6

Best Practices

1

Error Handling

Include error handling in your campaign to manage cases where the webhook might fail.

2

Security

Ensure your webhook is set up securely and tokens are protected.

3

Testing

Run multiple tests with different scenarios to ensure all lead tokens and variables are working correctly.

Following this process, you can automatically trigger a Thnks gift to be sent as part of a Marketo Smart Campaign using webhooks.

References