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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

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

  1. Click the New Custom Field button

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

  1. Enter a Name as you want it to appear in Marketo

  1. 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.

  1. 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
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