Send notifications using Adobe Sign for Microsoft Dynamics 365 and Marketo

Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way using Adobe Sign for Microsoft Dynamics 365 and Marketo. To send notifications from Marketo, you first need to purchase or configure a Marketo SMS management feature. This walkthrough uses Twilio SMS, but there are other Marketo SMS solutions available.

Prerequisites

  1. Install the Marketo and Microsoft Dynamics sync.

    Information about Microsoft Dynamics sync is available here.

  2. Install Adobe Sign for Microsoft Dynamics 365.

    Information about this plugin is available here.

Find the custom object

Once the Marketo - Dynamics Sync and Adobe Sign for Dynamics configurations are complete, two new options will appear for Dynamics in the Marketo Admin Terminal.

Admin

  1. Click on Dynamics Entities Sync. Sync must be disabled before syncing custom entities. Click Sync Schema if this is your first time. Otherwise, click Refresh Schema.

    Refresh

Sync the custom object

On the right side, see Lead, Contact, and Account-based custom objects.

Enable Sync for the objects under Lead if you want to trigger when a Lead is added to an agreement in Dynamics.

Enable Sync for the objects under Contact if you want to trigger when a Contact is added to an agreement in Dynamics.

Enable Sync for the objects under Account if you want to trigger when an Account is added to an agreement in Dynamics.

  1. Enable Sync for the Agreement object under the desired Parent (Lead, Contact, or Account).

    Custom Objects

  2. In the new window, select the properties you want under Agreement. Then tick the boxes under Constraint and Trigger to expose them to your Marketing Activities.

    Custom Sync 1

    Custom Sync 2

  3. Reactivate the sync after enabling sync on the custom objects. Go back to the Admin Terminal, click Microsoft Dynamics, then click on Enable Sync.

    Microsoft Dynamics

    Enable Global

Create the program

  1. In the Marketing Activities section of Marketo, right-click on Marketing Activities on the left bar, select New Campaign Folder, and give it a name.

    New Folder

  2. Right-click on the created folder, select New Program, and give it a name. Leave everything else as default, then click Create.

    New Program 1

    New Program 2

Set up Twilio SMS

First ensure you have an active Twilio account and purchased the SMS features you require.

Setting up the Marketo - Twilio SMS webhook requires three Twilio parameters from your account.

  • Account SID
  • Account Token
  • Twilio Phone Number

Retrieve these parameters from your account, now open your Marketo instance.

  1. Click on Admin in the top right.

    Admin

  2. Click on Webhooks, then New Webhook.

    Webhooks

  3. Enter a Webhook Name and Description.

  4. Enter the following URL and be sure to replace the [ACCOUNT_SID] and [AUTH_TOKEN] with your Twilio credentials.

    https://[ACCOUNT_SID]:[AUTH_TOKEN]@API.TWILIO.COM/2010-04-01/ACCOUNTS/[ACCOUNT_SID]/Messages.json
    
  5. Select POST as your Request type.

  6. Enter the following Template and be sure to replace [MY_TWILIO_NUMBER] with your Twilio phone number and [YOUR_MESSAGE] with a message of your choosing.

    From=%2B1[MY_TWILIO_NUMBER]&To=%2B1{{lead.Mobile Phone Number:default=edit me}}&Body=[YOUR_MESSAGE]
    
  7. Set the Request Token Encoding to Form/URL.

  8. Set the Response type to JSON then click Save.

Set up the Smart Campaign Trigger

  1. In the Marketing Activities section, right-click on the program you created, then select New Smart Campaign.

    Smart Campaign 1

  2. Name it, then click Create.

    Smart Campaign 2

    You should see several triggers available for use under the Microsoft folder.

  3. Click and drag Added to Agreement to the Smart List. Add any constraints you wish to have on the trigger.

    Added to Agreement

Set up the Smart Campaign Flow

  1. Click on the Flow tab in the Smart Campaign. Search for and drag the Call Webhook flow onto the canvas and select the webhook you created in the previous section.

    Call Webhook

  2. Your SMS notice campaign for leads who are added to an agreement is now set up.

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