Sending Invites Through Marketo

Suite

Customer Experience

Product

Qualtrics

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About Sending Survey Invites Through Marketo

Once your Marketo account has been integrated with Qualtrics, you’ll need to create a custom Lead Field in Marketo to store your unique survey links. After you’ve made the Lead Field, you can generate unique Qualtrics links and have them stored in your new Lead Field. These unique survey links can then be used in your Marketo program.

Qtip: If you intend to send more than one survey to a contact, you’ll either want to allow your Lead Field to be updated with the new unique link or create new Lead Fields to store each unique survey link.

Setting Up a Lead Field

In Marketo, navigate to Admin.

Click Field Management.

Click Field Action and select New Custom Field.

Select URL from the dropdown menu for Type.

Give your Lead Field a Name.

Click Create.

Qtip: Once you’ve generated unique links for your list, you can prevent your Lead Field from being updated by selecting Block Field Updates in Marketo.

Generating Links from a Marketo List

You can generate links for both static lists and smart lists!

In Qualtrics, navigate to the Distributions tab.

generating personal links from within the distributions tab of a survey

Select the Personal Links section.

Click Generate Links.

For the To field, select Marketo lists or Marketo smart lists.

selecting marketo lists in the generate links window

Qtip: The option to select a smart list will only appear if you have access to XM Directory.

Search for your Marketo List by typing the name of your list in the search bar.

For the Marketo Lead Field, enter the name of your Lead Field.

choosing the marketo lead field and setting an expiration

If desired, set Embedded Data fields by clicking Add Field (this will allow you to include information about your Marketo Lead in your Qualtrics survey, as well as save the Embedded Data in a contact list in Qualtrics).

Qtip: Make sure to save the Embedded Data field in your Survey Flow.

Set the Link Expiration.

When finished, click Generate Links.

After clicking Generate Links, you will find that the Marketo Lead Field you selected earlier now contains unique Qualtrics survey links for each contact in your Marketo list. Furthermore, a new mailing list will be created in the XM Directory containing each of your Marketo contacts as well as any Embedded Data fields you selected when generating the links.

Qtip: Qualtrics can enable a feature that removes protocol ( “HTTP/HTTPS” ) from the personal links that are sent to Marketo. If removing protocol is necessary for your organization, please have a Brand Administrator reach out to our technical support team and ask that they them submit an internal request on your behalf.