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TITLE TEXT
FLOWBOOST: THE FLOW STEP
MARKETO FORGOT
October 2020 ● Sanford Whiteman, TEKNKL and Etumos
FLOWBOOST
THE DREAM
IMAGINE RUNNING
COMMON FUNCTIONS ON
MARKETO DATA VALUES
THEN IMAGINE RUNNING
ANY CODE YOU WANT
IN A FLOW STEP
GOING BIGGER: HOW
ABOUT TRANSFORMING
MULTIPLE FIELDS AT ONCE?
FALSE STARTS
“Munctions“ (defunct, if they were ever really real!)
Velocity tokens (nope, no lead updates)
THE A-HA
JavaScript engines are fast, lean, and secure* for
multi-tenant use
JS is ubiquitous (in browsers + on servers), profusely
documented (unlike custom langs), and evolving
Marketo already knows how to JS-encode
{{lead.tokens}}, {{my.tokens}}, and others
*thanks to single-threading and VMs-inside-VMs
AND THAT’S HOW WE (KINDA-
SORTA-MOSTLY) GOT THERE!
Enter code right in the Admin » Webhook UI...
... and you call it from any Flow:
THE FLOWBOOST PROCESS
FLOWBOOST IS NOT
a limited set of prefab “macros”
a bridge to the Marketo API (no API calls
are used for updates)
FLOWBOOST IS
an infinitely flexible tool: the full set of
JavaScript functions (+ any custom
functions  built from those)
a way to apply JS transforms without
leaving the Marketo UI
FLOWBOOST
REPLACES
cumbersome offline processes: no more
exporting to Excel, running macros, and
reimporting*
crazy combos of temp fields, Change Data
Value steps, and Data Value Changes
triggers just to compare 2 fields
*plus, UI-based import isn’t always feasible — remember dupes!
FLOWBOOST
COMPLEMENTS
team-managed worksheets, saved as
Design Studio CSVs and used as lookup
tables
other data enrichment tools, potentially
saving on API costs
your existing Flow steps — just remove
the wacky, hacky ones!
FBCOUNTER.
IT COUNTS THINGS.
ALL THE THINGS.
webinar attendees, sure
... or number of times you’ve seen a
certain Company Name
... or unique web visits in a timeframe
... or anything else you want!
FBCOUNTER
counter names are just strings, though we
recommend a folder-like naming
convention (“/webinars/programs/1234”)
counters are shared by everyone who
runs a FlowBoost ‘hook
you write (and read) counters from the
Marketo server side, then read the counts
from web pages using your public key
 
LET’S TAKE A LOOK LIVE!

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Flowboost: The Flow Step Marketo Forgot

  • 1. TITLE TEXT FLOWBOOST: THE FLOW STEP MARKETO FORGOT October 2020 ● Sanford Whiteman, TEKNKL and Etumos
  • 3. IMAGINE RUNNING COMMON FUNCTIONS ON MARKETO DATA VALUES
  • 4. THEN IMAGINE RUNNING ANY CODE YOU WANT IN A FLOW STEP
  • 5. GOING BIGGER: HOW ABOUT TRANSFORMING MULTIPLE FIELDS AT ONCE?
  • 6. FALSE STARTS “Munctions“ (defunct, if they were ever really real!) Velocity tokens (nope, no lead updates)
  • 7. THE A-HA JavaScript engines are fast, lean, and secure* for multi-tenant use JS is ubiquitous (in browsers + on servers), profusely documented (unlike custom langs), and evolving Marketo already knows how to JS-encode {{lead.tokens}}, {{my.tokens}}, and others *thanks to single-threading and VMs-inside-VMs
  • 8. AND THAT’S HOW WE (KINDA- SORTA-MOSTLY) GOT THERE! Enter code right in the Admin » Webhook UI...
  • 9. ... and you call it from any Flow:
  • 11. FLOWBOOST IS NOT a limited set of prefab “macros” a bridge to the Marketo API (no API calls are used for updates) FLOWBOOST IS an infinitely flexible tool: the full set of JavaScript functions (+ any custom functions  built from those) a way to apply JS transforms without leaving the Marketo UI
  • 12. FLOWBOOST REPLACES cumbersome offline processes: no more exporting to Excel, running macros, and reimporting* crazy combos of temp fields, Change Data Value steps, and Data Value Changes triggers just to compare 2 fields *plus, UI-based import isn’t always feasible — remember dupes!
  • 13. FLOWBOOST COMPLEMENTS team-managed worksheets, saved as Design Studio CSVs and used as lookup tables other data enrichment tools, potentially saving on API costs your existing Flow steps — just remove the wacky, hacky ones!
  • 15. ALL THE THINGS. webinar attendees, sure ... or number of times you’ve seen a certain Company Name ... or unique web visits in a timeframe ... or anything else you want!
  • 16. FBCOUNTER counter names are just strings, though we recommend a folder-like naming convention (“/webinars/programs/1234”) counters are shared by everyone who runs a FlowBoost ‘hook you write (and read) counters from the Marketo server side, then read the counts from web pages using your public key   LET’S TAKE A LOOK LIVE!