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Configure capture forms + FA > Captello servers + Captello database
Captello Mobile App + Captello Web View > Captello API > Captello servers + Captello database
Captello servers + Captello database > Send to Marketo + Send Capture Submissions to Marketo > Marketo.
Here is a diagram illustrating the field mapping between Captello and Marketo:
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The settings button allows you to choose what happens when you sync a record that exists more than once inside Marketo (with the same email address). You can choose one of the following options:
- Update all duplicates: Update all records in Marketo.
- Update most recently modified duplicate: Check which record has the latest modified date in Marketo and update it.
Submission Metadata Field Mapping
Used to map field data for syncing submissions, for more info, refer to Sending Submissions to Marketo Using Custom Objects below.
Logs
Access Marketo logs at Reports > Standard > Marketo Logs.
Filter by sync status i.e. success or error and hover over errors for details.
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The action should look like the following:
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Sending the Event Metadata (Optional)
The submission metadata field button allows you to send the submission metadata of the capture form such as the event’s name, date, owner, etc along with the submission to the intended custom object.
The Submission metadata fields are: [Event] Archive Date, [Event] Name, [Event] Owner, [Event] Campaign, [Event] Campaign Cost, [Event] Export Date, [Event] City, [Event] Full Address, [Event] Country, [Event] City, [Event] State, [Event] Street Address, [Event] Zip Code, [Event] Start Date, [Event] End Date, [Event] ID, [Event] Labels, [Submission] Stations, [Submission] Initial Station, [Submission] Capture Date, [Submission] Captured By, [Submission] Capture Method, [Submission] Date, [Submission] Device, [Submission] ID, [Submission] Rating, [Submission] Location Longitude, [Submission] Location Latitude.
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To send the event’s metadata follow these steps:
Create custom fields inside the custom object.
From Captello, navigate to Setup > Connectors > Marketo > Submission Metadata Fields
Map Captello’s field to the corresponding Marketo field using the field’s API name.
The metadata will be sent over along with the submission to the custom object as shown:
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Setting Up the Capture Form
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To view a submission, select a your custom object from the Select Object dropdown.
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