Support Topic: Marketing Automation Integration

Custom Fields for Marketo Integration

Related Articles

Connect HRAs to Your Marketo Account
Customize Data Export to Marketo

In This Article

This article guides you through the setup of custom fields in Marketo that will automatically populate with your HRA user data.

Once a connection between the Management Portal and Marketo has been established, and the data export is customized, you can also create custom fields in Marketo that tell the system to send specific data that is unique to your Health Assessments like risk categories results.

Overview

Set Up Custom Fields in Marketo
Custom Field Naming Guide

What You’ll Need

Access to the HRA Management Portal
Access to the your Marketo account with admin privileges

Create a Custom Field in Marketo

Log in to your Marketo account
Navigate to the Admin section then choose Field Management

Click the New Custom Field button

Choose a Field Type:
Reference the Custom Field Naming Guide below for the correct field types

Enter a Name as you want it to appear in Marketo

Enter the API Name:
This is what allows the data to be sent from the HRA. Be careful to reference the Custom Field Naming Guide below for the correct API Names.

Click Create and your custom field will populate with the chosen data from the HRA

Custom Field Naming Guide

Listed below are all the possible pieces of the HRA data that can be mapped to a custom field.
Global Data (data collected by all HRAs)

HRA Field Name	Custom Field Type	API Name
age	integer	age
clientData	string	clientData
ethnicity	string	ethnicity
gender	string	gender
marketingOptIn	boolean	hospitalOptIn
appType	string	appType
location	string	location

HRA Specific
(Only populated if the HRA type is completed)

HRA Type	Custom Field Type	API Name
Anxiety	string	anxietyPrimaryResult
Back & Neck	string	backNeckPrimaryResult
Bladder Control	string	bladderControlAssessment
Breast Cancer	string	breastCancer5Year
Breast Cancer	string	breastCancerLifetimeRisk
Colorectal Cancer	string	screening
COVID-19	string	covidPrimaryResult
Depression	string	depressionPrimaryResult
Diabetes	string	diabetesPrimaryResult
Heart Health	string	riskCategory
Heart Health	string	riskCategory30Years
Knee & Hip	string	joint
Knee & Hip	string	jointAssessment
Knee & Hip	string	jointBmiCategory
Lung Cancer	string	lungScreening
PAD	string	screeningRecommendation
Prostate Cancer	string	prostatePrimaryResult
Sleep Apnea	string	sleepApneaPrimaryResult
Stroke	string	strokeRiskCategory
Healthy Weight-Range	string	weightProfile
Weight-Loss Surgery	string	weightLossSurgeryRec
Weight-Loss Surgery	string	weightLossRec
Weight-Loss Surgery	string	bmiCategory

What user data gets sent to Marketo by default?

Note that the following data is sent by default and does not need a custom field:

FirstName
MiddleName
LastName
DateOfBirth
Address
City
State
PostalCode
Phone
Email