Marketo gifting automation with RevSend

Marketo gifting automation with RevSend

Marketo gifting automation with RevSend

Create a digital campaign, point a RevSend webhook at it, and trigger a send from a Marketo Smart Campaign.

Create a digital campaign, point a RevSend webhook at it, and trigger a send from a Marketo Smart Campaign.

Create a digital campaign, point a RevSend webhook at it, and trigger a send from a Marketo Smart Campaign.

Campaign ready

Webhook live

Triggered from Marketo

When a Marketo flow calls the webhook, RevSend sends the digital gift and attributes it to a RevSend user.

How it works

From Marketo trigger to gift in three steps

From Marketo trigger to gift in three steps

Marketo decides the moment. RevSend owns the campaign, the send, and the gift experience.

01

Create a digital campaign in RevSend

Name the campaign, choose gift options and value, write the headline and message, and assign it to a team. Recipients can pick from the gift options you include.

02

Create a webhook pointed at that campaign

In RevSend, open Webhook Configuration and create an inbound webhook. Select the digital campaign or campaigns it can send. Copy the webhook URL and secret; the secret is shown once.

03

Call the webhook from a Marketo flow

In Marketo, create a webhook that POSTs JSON to the RevSend URL, then add a Call Webhook step to a Smart Campaign. When the flow fires, RevSend sends the digital gift.

Senders

Send as a service account, or on behalf of a teammate

Every webhook request includes a senderEmail. RevSend uses that address to attribute the send. The email must belong to an active user in your RevSend organization.

01

Use a RevSend service account

Create a dedicated RevSend user such as gifts@yourcompany.com or marketo@yourcompany.com. Invite the user, add them to the campaign’s team, and use that email in every request. Best for always-on programs, webinar follow-up, lifecycle sends, and flows that should not depend on a specific salesperson.

02

Send on behalf of users

Pass the individual sender’s work email, such as the lead owner. The gift appears as coming from that person. That email must already belong to an active RevSend account; otherwise the webhook is rejected and the gift will not send.

Important

senderEmail is required. Use a service-account user for reliable automation. If you send on behalf of users, every possible sender must already have a RevSend account. Marketo lead-owner emails that are not in RevSend will fail.

Workflow examples

Four Marketo gifting automations worth building first

Four Marketo gifting automations worth building first

Use Marketo to flag the right moment. RevSend sends the approved digital campaign and attributes it to your service account or the teammate you specify.

Demo request

Thank every demo request

When a lead submits a demo form, Marketo calls the webhook and RevSend sends a thank-you gift while the conversation is warm.

Webinar attended

Follow up after attendance

After a contact is marked attended, send a follow-up gift or content-plus-gift campaign.

MQL or score threshold

Reward a sales-ready moment

When lead score crosses your sales-ready threshold, trigger a gift from the service account or the assigned owner.

Customer milestone

Recognize lifecycle moments

On renewal date, anniversary, or a lifecycle stage change, send a recognition gift from a lifecycle campaign.

Setup guide

How to connect Marketo to RevSend

How to connect Marketo to RevSend

Start with one digital campaign, one webhook, and one Smart Campaign. Test it, then add more programs.

01

Create a digital campaign

In RevSend, go to Campaigns and create a digital campaign. Name it for the Marketo program; set reward value; choose one or more digital gift options; write the headline and message; assign the owning team; then save.

02

Decide who the sender will be

Invite a service-account user and add them to the campaign team, or confirm every person you will send on behalf of already has a RevSend account in this organization with a matching work email.

03

Create a webhook pointed at that campaign

Open Webhook Configuration in Integrations and create a webhook. Name it, select the allowed digital campaign or campaigns, set it Active, and create it. Copy the URL and secret immediately. Store the secret securely; if lost, rotate it in RevSend and update Marketo.

Request format

POST JSON. Authenticate with X-RevSend-Secret, or HTTP Basic auth using the webhook ID as username and the secret as password.

{
  "senderEmail": "gifts@yourcompany.com",
  "recipientEmail": "prospect@example.com",
  "recipientName": "Jane Doe",
  "recipientOrgName": "Acme Inc"
}

senderEmail and recipientEmail are required. recipientName and recipientOrgName are optional. senderEmail must match an active RevSend user.

04

Create the Marketo webhook

In Marketo, go to Admin → Integration → Webhooks → New Webhook. Paste the RevSend URL, choose POST, add the JSON template with Marketo tokens, set Content-Type to application/json, and add X-RevSend-Secret. HTTP Basic auth can use the webhook ID as username and the secret as password.

05

Build a Smart Campaign flow

Create a Smart Campaign for the program. For a demo request, use Fills Out Form with your Demo Request form, then Call Webhook → RevSend — Demo Thank You. Optionally set RevSend Gift Sent = true and use qualification rules so the same person is not gifted twice.

06

Run an internal test

Use a test lead whose email you control. Confirm senderEmail is a real RevSend user, run or activate the Smart Campaign, verify a successful Marketo webhook call, and confirm the digital send in RevSend is attributed to the specified sender.

07

Review and expand

Once the test looks right, clone the pattern for webinar, MQL, and milestone programs. Reuse the same service account, or create separate webhooks per campaign for cleaner reporting.

Gift options

Choose the right digital gift for each Marketo moment

Choose the right digital gift for each Marketo moment

Offer several gift choices in one digital campaign. Recipients redeem online and can provide their details during redemption. Digital gifts can be sent quickly, including outside the United States.

01

Digital gifts

Send quickly, including internationally.

02

Multiple options in one campaign

Let the recipient pick from the approved choices.

03

Branded experience

Use your RevSend branding on the redemption page.

04

No address required up front

Recipients provide details when they redeem.

FAQ

Marketo gifting questions

Marketo gifting questions

Answers for webhook-based Marketo gifting workflows.

Can RevSend send gifts directly from a Marketo Smart Campaign?

What does Marketo need to send?

Can I use a service account?

Can I send on behalf of individual users?

What if the sender is not in RevSend?

Can recipients choose their own gift?

Do I need the recipient’s address first?

Can one webhook send more than one campaign?

What if I lose the webhook secret?

Ready when you are

Build your first Marketo gifting workflow with RevSend

Build your first Marketo gifting workflow with RevSend

We’ll help you choose the digital campaign, webhook, and Smart Campaign trigger so marketing ops can start sending.