After you authenticate your account, you’ll move on to the integration settings. In this section, you'll name the integration and define when the integration will trigger.

Start off by typing a descriptive name into the Integration Name field.

Below the Integration Name is where you'll set your triggers. This is divided into the actions that the integration will perform and the triggers that will elicit those actions. 

Integration Triggers

Action: Clone Program

The first action handles cloning Marketo programs when you create new Splash events or update an existing Marketo Program. To enable this option, select Create or Update from the Trigger dropdown. We recommend selecting Update as this trigger also fires when an event is created.

Action: Create or Update Leads

The second action focuses on when to create and update Marketo leads to match your Splash guests. This is controlled by attendee status changes. In the dropdown, choose the attendee statuses you want to result in synchronizations with Marketo. You can also leave it blank to never fire.

Action: Sync Lead and Program Member Data from Splash into Marketo

This setting established the frequency in which Splash information is synced with Marketo. Information can be synced hourly or in 15 or 30-minute intervals.

Action: Pull Lead and Program Member Data from Marketo into Splash

This setting activates the integration’s bi-directional capabilities. This means that any lead or program member changes made in Marketo will be reflected in Splash as well. For instance, a member added to a Marketo program is also added as a guest in Splash and vice versa. 

Additionally, this setting looks for matching emails in Splash and Marketo to prevent duplication. If a Marketo lead or program member doesn't exist in the connected Splash event, a new guest is created. If the email address already exists, then the existing guest information is updated.  

Trigger Conditions

You can set trigger limitations under Trigger Conditions. These conditions limit the integration to trigger based on certain event types or groups. if no specific event types or groups are selected, then the integration is triggered for every event and user.

As you configure your Marketo (v2) integration triggers, it’s important to understand the new capabilities introduced in the latest update. You can now map Program Member data alongside leads, allowing you to sync event-specific details such as RSVP answers or preferences directly to the Program Member object in Marketo. This ensures that your event data is kept organized and doesn’t clutter general lead information.

When setting up your triggers, you’ll have the option to sync Leads and Program Members separately, or together, based on your needs. You can define the frequency of data syncs—whether in real-time or at intervals of 15 or 30 minutes—so that your Marketo programs are always up-to-date with the most accurate event data.

As you proceed with setting your integration triggers, keep in mind that syncing Program Member data will give you greater control over your event-specific data in Marketo, making your marketing automation more efficient and organized.

Next, you'll need to select a Marketo Program template for Splash to copy.