To send review invitations from Marketo, we use the dynamic link. The dynamic link prefills the customers order details so to automatically verify the review.

⭐️ Available on Grow and Plus plans

Once you have copied the dynamic link from your dashboard, open up any text element you have (E.g Microsoft Word, Google Docs, Textedit Ect.) and paste it into the document.

It will look something like the above. The following steps below, will guide you through which parts of the link you will need to edit, to suit your outcomes you are looking to achieve.

Firstly, pending which review type you would like to collect, you would need to change &type=<review type> in the link to your review type.

If collecting Company reviews:

&type=<review type> becomes:

&type=company

If collecting Product reviews:

&type=<review type> becomes:

&type=product

If collecting both Company and Product reviews:

&type=<review type> becomes:

&type=combined

If collecting Local Reviews:

&type=<review type> becomes:

&type=third_party

So now, your link should look something like this (depending on which review type you are collecting):

You will need then need to alter some of the text in the link, so that it compliments your placeholders that you already have in Marketo. These being:

Customer Name Variable

&user=<customer name> becomes:

&user=###{{lead.Full Name}}

Order Reference Variable

&order_id=<order reference> becomes:

&order_id=###{{lead.Id}}

Customer Email Address Variable

&email=<customer email address> becomes:

&email=###{{lead.Email Address}}

So now, your link should look something like this:

Note: If you are collecting Company, or Third Party reviews, you will need to delete the following text from the link and then you can skip to step 4:

Note: This step is only needed if you are collecting Product or Combined reviews, via your Dynamic Link. If you are not, skip to step 4.

Adding product SKU's to your dynamic link, will vary pending which Marketo Token that your product SKU is assigned to. The variable that you need to replace <product sku> with differs from user to user.

You can read more about Marketo tokens here, and how to create a custom token for your product SKU.

Once you have created a SKU token, You will need to replace <product sku> with the token that identifies SKU in your Marketo account.

Once you have changed the variable fields in the step above to accomodate for your parameters already set in Marketo, it is time to paste the link into the email template that you are wanting to send to customers.

In the WYSIWYG editor (aka Rich Text Editor), type the text in, highlight and paste the link as per a standard hyperlink.

For any further support, feel free to use our live chat in the bottom right hand of the dashboard.