Support Topic: Marketing Automation Integration

Custom Fields for Marketo Integration

Related Articles

Connect EVALIA 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 EVALIA user data.

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

Overview

Setup Custom Fields in Marketo
Custom Field Naming Guide

What You’ll Need

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

Create a Custom Field in Marketo

log in to your Marketo account
Navigation 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 for the data to be sent from EVALIA. 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 EVALIA

Custom Field Naming Guide

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

EVALIA Field Name	Custom Field Type	API Name
Age	integer	age
clientData	string	clientData
Ethnicity	string	ethnicity
Gender	string	gender
heardAbout	string	heardAbout
marketingOptIn	boolean	hospitalOptIn
Special Offer	string	specialOffer

Profiler Specific
(Only populated if the profiler type is completed)

Profiler	Custom Field Type	API Name
Asthma Symptoms	string	asthmaRiskCategory
Back & Neck	string	backNeckImpairment
Breast Cancer	string	breastCancer5Year
Breast Cancer	string	breastCancerLifetimeRisk
Colorectal Cancer	string	lifetimeRiskCategory
Colorectal Cancer	string	screening
Diabetes	string	diabetesRisk
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	padRiskCategory
Prostate Cancer	string	prostateRiskCategory
Sleep Apnea	string	sleepApneaRiskCategory
Stroke	string	strokeRiskCategory
Urinary Incontinence	string	incontinenceSymptoms
Urinary Incontinence	string	qoLImpact
Weight-Loss Surgery	string	weightLossSurgeryRec
Weight-Loss Surgery	string	bmiCategory
Weight-Loss Surgery	string	weightLossRec
Healthy Weight-Range	string	qolImpact
Anxiety	string	anxietyRecommendation

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