Documentation AEM as a Cloud Service User Guide

Integrate Marketo Engage with AEM Forms

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

The feature is available under early adopter program. You can write to aem-forms-ea@adobe.com from your official email id to join the early adopter program and request access to the capability.

Integrating AEM Forms with Adobe Marketo Engage enables users to leverage the capabilities of Marketo Engage to create business logic from captured data and automate workflows, including smart campaigns and email automation. The configured form can send captured data to Marketo Engage for processing.

Advantages of integrating Marketo Engage with forms

Below are a few advantages of connecting an AEM form with Adobe Marketo Engage:

Simplified integration: Connecting forms with Marketo Engage eliminates the need to create a separate form data model. The integration process is straightforward and user-friendly.
Automated data capture: It helps in automatically capture form submissions and store them in Marketo, eliminating manual data entry and reducing errors.
Lead management: It streamlines lead management processes by integrating form submissions directly into your marketing database, enabling better tracking and nurturing of leads.
Improved campaign performance: It uses form data to analyze and optimize marketing campaigns, enhancing overall performance and return on investment (ROI).
Analytics and reporting: It helps in gaining access to robust analytics and reporting tools, such as Munchkin, within Marketo to measure the effectiveness of forms and campaigns.
Follow-up automation: It helps in automating follow-up emails and workflows triggered by form submissions, ensuring timely communication with leads.

Key Benefits of using AEM Forms over alternative Form solutions

The table below outlines the few reasons to choose AEM Forms over other alternative Form solutions:

Feature

AEM Forms

Other Form Solutions

Customizations

Allows to add specific custom functions, adjust form actions, and modify field behaviors to enhance form interactions, complex workflows

No customization support

Rule Editor

Supports a built-in Rule Editor for adding logic and conditions.

No Rule Editor support

Layout Options

Supports multiple layout options

Limited layout options

Prefill Service

Offers a Prefill service to auto-populate form data.

No Prefill service available

Embedding in Sites

Can be embedded in Sites using iFrame

Cannot be embedded in Sites using iFrame

Ease of Integration with Sites

No additional learning required; AEM Forms use the same skills as Sites

Additional learning may be required

Data Submission

Can submit data to various platforms and offers multiple connectors, such as Connect to SharePoint, Connect to OneDrive, Connect to Salesforce, and more.

Can submit data to limited connectors, for example to Salesforce

Considerations for integrating Marketo Engage with forms

Some considerations while integrating Marketo Engage with AEM Forms:

AEM only supports the People(Leads) database among the various Marketo databases.
Marketo allows the creation of 10 custom objects as user-defined objects to store specialized data beyond the standard fields in Leads, supporting unique business needs.
AEM can access custom objects only if they are associated with the Lead database

Prerequisites for integrating Marketo Engage with forms

Below are the prerequisites to connect Marketo Engage with AEM Forms:

A valid Adobe Marketo Engage license
A working instance of Marketo Engage to retrieve the Client ID and Client Secret to create a cloud configuration.

Create cloud service configuration to connect AEM Forms (Adaptive Forms) with Marketo Engage

Workflow

The Cloud configuration connects your Experience Manager instance to the Adobe Marketo Engage instance. Perform the following steps to create a Marketo Engage cloud configuration:

Go to Tools > Cloud Services > Marketo Engage.

Open a folder to host the configuration and click Create. The Create Marketo Engage Configuration window appears.

note note
NOTE
You can also configure folder for cloud service configurations.

Specify the Title of the configuration and credentials to connect to the service. You can retrieve the authentication credentials from the Adobe Marketo Engage dashboard:
- Client ID and Client Secret are available in Admin > Integration > LaunchPoint by selecting the custom service and clicking View Details.
- Identity URL is available in Admin > Integration > Web Services as Identity in the REST API section.
Click Connect. On a successful connection, the Authentication Successful message appears.
Click Create to save the cloud configuration settings.

Marketo Engage Cloud Configuration

Now you can use the created cloud service configuration to connect the Marketo Engage data source to an Adaptive Form.

Next step

You have created the cloud service configuration to integrate Adobe Marketo Engage with AEM Forms. Now, you can integrate: