Marketo is a comprehensive marketing software-as-a-service platform designed to automate and streamline marketing tasks across multiple digital channels.

To set up the Marketo integration in your account, follow these steps:

1. Create a new Role under Admin → Security → Users & Roles → Roles → New Role.
   Use the name “Quickchannel API” and check the Permissions for “Read-Write Assets” and “Read-Write Person”.
   
2. Create an API User under Admin → Security → Users & Roles → Users → Invite New User.
   On the first step in the wizard use an email of your choice and the name “Quickchannel API”.
   
   On the second step in the wizard check the Role “Quickchannel API” and also check “API Only”
   
   Finish the wizard.
   
3. Create a new Service under Admin → Integration → LaunchPoint → New Service.
   Use the Display Name and Description “Quickchannel API”, select “Custom” as Service and select the previously added email as the API Only User.
   
   
4. Note down your API credentials as these credentials will be used to connect your Quickchannel Account to this Marketo Account.
   
   The Client ID and Secret can be found by clicking View Details on your newly created Service from step 3.
   
   
   The Munchkin ID (API subdomain) can be found under Admin → Integration → Web Services → REST API.
   It is displayed as the subdomain (shared middle part) of the Endpoint and Identity URLS.
   
   
   
5. Create a Quickchannel Rest API Token in the Quickchannel Console under Settings → API → REST API → Create Token.
   
   Note down your Quickchannel Account ID and convert your combined Account ID and Access Token to its Basic authentication value as both will be used in the next step.
   
   Details of how to create this Basic authorization value are described in the Quickchannel REST API documentation under API Authentication.
   This requires running a python script to get the value.
   
   
6. Create a new Webhook under Admin → Integration → Webhooks → New Webhook.
   Use the Webhook Name “Quickchannel Registration”, the following URL:
   
   

   https://api.screen9.com/123456/{{my.Quickchannel ID}}/registrants

   replacing “123456” with your Quickchannel Account ID. Select Request Type “POST”, the Template “{"email":{{lead.Email Address}},"leadid":{{lead.id}} }”, and select “JSON” as Request Token Encoding and Response type.
   
   Once the Webhook has been created you have to add two Custom Headers by clicking Edit next to this heading.
   
   Add one Header named “Content-Type” with the value “application/json”.
   
   Add another Header named “Authorization” with the value “Basic XYZ”, replacing XYZ with your Basic authentication value from the previous step.
   
   
   
7. Create three custom Program Member Fields under Admin → Database Management → Field Management → Field Actions → New Custom Field.
   
   For the first field select “Program Member” as Object, “URL” as Type, set the Name to “Quickchannel Link” and the API Name to “quickchannel_link”.
   
   
   
   For the second field select “Program Member” as Object, “Boolean” as Type, set the Name to “Quickchannel viewed live” and the API Name to “quickchannel_viewed_live”.
   
   
   
   For the third field select “Program Member” as Object, “Integer” as Type, set the Name to “Quickchannel viewed seconds” and the API Name to “quickchannel_viewed_seconds”.
   
   
8. Go back to the Quickchannel Console and navigate to Settings → Integrations → CRM
   
   Here you will need to connect to Marketo.
   Simply input the details into the assigned fields and then connect
9.