Getting Started

Create an account today and receive 1,000 free credits every month to use across our entire library of flow steps.

Create a Free Account

To create an account simply navigate to the registration page and enter your details. All accounts are free, you do not need a credit card to get started, and you will get free credits each month that can be used with any flow step in our library.

Create an Account

Install a Flow Step

Once you create your account, navigate to our Flow Step Library to see all of the actions available. Select a Flow Step and follow the instructions. Installation usually takes less than 10 minutes.

View Flow Steps

Add Credit

In addition to the free monthly credits, you may choose to add credit to your account. Credits are valid for 1 full year from purchase and may be used for any public Flow Step in our library.

Add Credit

Installing a Flow Step

Once you create your account, navigate to our Flow Step Library to see all of the actions available.

Select an Flow Step and go to the overview page. Here you will see the installation URL at the top right. Copy the URL to use during the installation.

Installing a flow step in Marketo Engage requires admin permissions.

Below are general instructions for Flow Step installation, however detailed instructions including field mapping and tables are available in the Installation tab of each Flow Step page.

View Flow Step Library

Marketo

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

Installation URL

To begin installation, you’ll need to first enter the install URL of the Send OpenAI Prompt flow step shown above. This URL gives Marketo the basic information it needs to connect to and configure the

Flow Step Service

Confirm installation

Enter the URL to Service Provider Interface

URL:

Learn More about Self Service Flow Steps

CANCEL NEXT

API Key

After you enter the installation URL you will be asked to enter your API Key. When you save your credentials, Marketo will verify that it is valid. You can find your API keys on the Dashboard under Credentials.

Go To Dashboard

Flow Step Service

Enter Credentials

Please provide an API Key.
Valid API credentials from are required to complete installation.

API Key:

CANCEL NEXT

Once your API key is entered, the following steps are specifically tailored to the Flow Step that you are installing however the generally follow this order:

Outgoing Field Mapping

If the flow step has outgoing fields then you will see a step for configuring the mapping. If not this step will be skipped. There are 2 types of mapping:

Service Driven: If the service has fields that it needs to be sent from Marketo to complete the action you will see them here. A suggested Marketo field may be auto selected to be mapped, or you may need to set one. Either way, you can always set the field you wish to use and also set the mapping to active / inactive. These settings can always be updated later on in the admin area.
User Driven: The service may elect user driven mapping which means you as the user select the fields that will be sent to the flow step when invoked. The configuration of this is open, so further details will be provided in the specific Flow Step documentation.

Incoming Field Mapping

Likewise, if the flow step has incoming fields then you will see a step for configuring the mapping. If not this step will be skipped. Again there are 2 types of mapping:

Service Driven: If the service has fields that passes back to Marketo upon completion of the action you will see them here. A suggested Marketo field may be auto selected to be mapped, or you may need to set one. Either way, you can always set the field you wish to write to and also set the mapping to active / inactive. These settings can also be updated later on in the admin area.
User Driven: The service may elect user driven mapping which means you as the user select the person fields that can be written to by the flow service when it runs. As the configuration of this is open, so further details will be provided in the specific Flow Step documentation.

Configuration Options

Here you will see a list of global inputs. These Global user inputs that are passed along with every call to the flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.

Approve Contexts & Finish

Here you will see a list of contexts that are required by the service. This context data provides useful data about the Program, Program Member, Smart Campaign, Trigger and program tokens involved with the invocation of the Flow Action.

This is the final step in the installation process and all that is required is to click Save.

Using the Flow Steps

After installation it is a good idea to refresh the picklist. In the Service Providers list simply select the newly installed Flow Step and select Refresh Picklist from the Service Actions dropdown. This process also happens automatically each night, and ensures that all of your settings have been synced with the service. Doing this manually at the end of the installation ensures that mapped fields are shown in the flow.

Once a flow step is installed it becomes available in smart campaign both as an action that can be triggered in the flow and as a trigger and filter that can be added to smart lists. Simply create or navigate to a Smart Campaign and go to the flow tab. Here you should now see the installed flow step in the right column under Installed Flow Steps.

If for some reason you do not see the flow step, check again in Admin > Service Providers to ensure that the flow step appears there and that the status is active.