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Data Uniqueness

1 - Data Uniqueness
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Installing a custom flow step requires Admin permissions in Marketo. Apart from the Installation URL, all other aspects of a serviced may be edited after completing initial onboarding by drilling down into the service detail screen from the Service Providers grid.

In Marketo navigate to Admin → Service Providers and click Add New Service

From here, follow the bellow steps to install and configure the flow step.

Outbound Fields

The Data Uniqueness flow step uses set outbound fields. Below are the person fields that are sent to the flow step based on the mapping you set.

NameAPI NameTypeDescription
EmailEmailemailEmail
MobilePhoneStringMobilePhoneStringstringYou must copy here the value of MobilePhone field to a custom field
FullNameCompanyFullNameCompanystringYou may concatenate here the value of company and firstName field lowercase without spaces in a custom field (for example: fullnamecompany)
Inbound Fields

The Data Uniqueness flow step uses set inbound fields. Below are the fields that are returned from the flow step and can be written to the person based on the mapping you set.

NameSuggested Marketo FieldDescription
UniquenessScoreUniquenessScoreScore based on the uniqueness of the selected fields during
UniquenessDetailsUniquenessScoreAny additional detail might be given by this SSFS
Global Configuration Fields

Global user inputs that are passed along with every call to the Data Uniqueness flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.

NameAPI NameTypeDescription
Mobile Field to MapMobileFieldstringMobile Field to Map (Api Name). Must be a string field type and a custom field.
Company Field to MapCompanyFieldstringCompany Field to Map (Api Name). Must be a string field type and a custom field. You may concatenate here the value of company and firstName field lowercase without spaces in a custom field (for example: fullnamecompany)
Email Field to MapEmailFieldstringEmail Field to Map (Api Name). Must be an email field type
Marketo Client IDclientidstringMarketo Client ID
Marketo SecretclientsecretstringMarketo Secret
Flow Step Fields

These fields are set for each individual instance of the Data Uniqueness flow step and are sent per-lead when it is called.

NameAPI NameTypeDescription
Uniqueness Score is RequestedssfsinputbooleanUniqueness Score is Requested
Context Data

NameDescription
Program ContextData about the program where the flow step was triggered including name, id, type, workspace etc.
Campaign ContextData about the campaign where the flow step was triggered, including name, id, type, status, etc.
Trigger ContextContext around the trigger that initiated the smart campaign where the flow step was called. No data is sent if the flow step was called in a batch campaign.
Subscription ContextGeneral data about the subscription including munchkinId and name

Flow Step

Once the Data Uniqueness flow step is installed it becomes available in smart campaigns.

1 - Data Uniqueness
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Trigger & Filter

Once the Data Uniqueness flow step is in use the activity can be used as a trigger or a filter inside smart lists and smart campaigns.

Uniqueness Score is Requested
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1 - Uniqueness Score was Requested
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