Website ROI Calculator – Valkre

To integrate ROI Calculators into an organization’s Demand Generation strategy, Valkre now supports the deployment of Value Calculators on public websites.

The purpose of this Guide is walk through how to set this feature up using your Website, Marketo, and Valkre with the idea that it’s principles can be applied to other Marketing Automation Tools.. The example that is covered is accessible here:

https://www.valkre.com/roi-calculator-demo

Website Calculator

The Calculator example shared has the following basic flow in terms of what the Lead experiences and the back end that enables the workflow

Deploying a Valkre Calculator on your own website requires several tasks to be completed with your website, marketing automation, and Valkre tools. These tasks include:

VALKRE

Publish ROI Calculator

WEBSITE

Create Form ROI Calculator Web Page that loads Valkre iFrame
Create Email ROI Calculator Web Page that loads Valkre iFrame

MARKETO

Add ROI Calculator Fields to Lead
Create Webhook that creates custom ROI Calculator for website user
Set Webhook Custom Header with Valkre Integration Key
Create Embedded Form To Kick Off Workflow
Create Email that will send Lead a link to their ROI Calculator
Create Campaign that will orchestrate the workflow
Create Integration User
Establish Integration Connection with Valkre

Publish ROI Calculator

Valkre provides Organizations with the platform to develop, publish, and iterate on many ROI Calculators for many products, services, solutions, portfolios, etc. at scale. For the purposes of this Guide, the focus will be on one ROI Calculator with the idea that much of the setup required will not be required for the 2nd, 3rd, 4th, ROI Calculator that should be on the website.

For this example, assume that an ROI Calculator has been published in Valkre. Each ROI Calculator has a unique ID which ensure we point web pages to the right ROI Calculator in Valkre.

Develop from Landing Page

Using your preferred web site development tool, a landing page is built whose function is to embed a Marketo form in order to grant access to the ROI Calculator and embed a Valkre iFrame that serves up the ROI Calculator to the Lead.

To facilitate a seamless user experience for the Lead to fill out a Marketo form and load the Valkre iFrame, Valkre used the following javascript approach

$(function () {

var encode = "";

MktoForms2.loadForm("//app-ab41.marketo.com", "396-PPV-146", 1001, function (form) {

//add an onSubmit handler

form.onSubmit(function () {

encode = btoa(form.getValues().Email);

});

form.onSuccess(function () {

// hide the marketo form

$("#marketoForm").hide();

// show the iframe div

$('#returnCalculator').show();

// update the iframe source url to the encoded email

$("#valueCalculatorIframe").attr("src", "https://<account>.valkre.com/customer/calculator/wait/" + encode);

return false;

});

</script>

Define both the Form area and the Iframe area. These would then be styled.

The Marketo form:

The Valkre iframe:

Develop Email from Landing Page

Using your preferred web site development tool, a landing page is also built for Leads to access their ROI Calculators from a link sent to them via email. The link in the email for this example is:

https://www.valkre.com/value-calculator/email/{{lead.ValkreCustomValuePropID}}?lookupToken={{lead.ValkreCustomValuePropLookupToken}}

This email Landing Page knows to pull the right data from Valkre based on the Custom ROI Calculator ID and Token generated specifically for this Lead. In the email Landing Page, the ROI Calculator is shown by calling an iFrame:

ROI Calculator Custom Fields

With a Valkre ROI Calculator in place and Web Pages ready to embed a Marketo Form and a Valkre iFrame, configuration is done in Marketo to orchestrate the workflow. In order to attach the results of a Calculator to a particular lead, the following two Info Custom Fields need to be added to the Lead Record.

Web Hook

To facilitate the creation of an ROI Calculator in Valkre and attach the results to a lead, a Marketo Webhook is used. In the Admin section, create a Webhook with the following criteria

The API shown is for QA testing. For production connections, it should be changed to api.valkre.com/v2.0/versions
Update the Payload Template with the proper Valkre ID for your value proposition. Contact your Valkre Admin for the Valkre ID.

Web Hook Custom Header

To complete the Web Hook setup, set the Custom Header with the Integration Key provided by your Valkre Admin

Create Embedded Form

Create or leverage an existing Marketo Form to capture Lead Details. This form should Stay On Page for Thank You as the javascript on the Form Web Page will close this form and launch the Valkre iFrame

Create Email

Using the Email Creator, design an email that includes copy and follow-up call to action. In our example, our call to action was to access their personal ROI Calculator for future reference. This is done by creating a dynamic link under the blue OPEN ROI Calculator Logic that takes the Lead to a Landing Page that includes the Valkre iFrame. The link leverages the lookup taken stored on the Lead Record.

https://www.valkre.com/value-calculator/email/{{lead.ValkreCustomValuePropID}}?lookupToken={{lead.ValkreCustomValuePropLookupToken}}

Create Campaign

With the Webhook and Email setup, a Smart Campaign is created that is set to trigger when the Form is filled out that kicks off the Webhook and Email delivery

Integration User

Finally in Marketo an Integration connection with Valkre is required. We created an Integration User with an API User Role.

Integration Connection

With an Integration User in Place, an Integration Service is created in Marketo under Launchpoint. This generates the Client ID and Secret.

This information is then shared with your Valkre Admin who will complete the setup.