As members interact within the community, Marketo lead updates are initiated in the following situations:

1. Joining or departing a group (chapter) or unsubscribing from the chapter mailing list.
   • Bevy triggers a lead update on these actions but does not change the lead’s subscription status on Marketo because that is a “global” flag, and not for a specific list (the chapter). Bevy’s subscriptions are not global, so we do not update that global subscription status.
   • Bevy does update the lead field bevyUserGroupIDs with all the chapters (comma-separated) that the user is part of. When a user leaves or unsubscribes from a chapter, Bevy updates that field value to remove the specific chapter ID from the comma-separated list.
2. Registering for or unregistering from an event.

Setup in Marketo

To enable this feature, follow these instructions on the Marketo side:

1. Ensure your Marketo instance has social features enabled.
2. Create the following custom fields:
   • webServicesAPISource (string)
   • bevyEventLastRegisteredDate (datetime)
   • bevyUserGroupIDs (string) This is a comma-separated list of numeric IDs.

Setup in Bevy

To enable membership tracking:

1. Log in to your Bevy Admin dashboard.
2. Navigate to the General Settings at: /accounts/dashboard#/admin/settings/general/<> </>
3. Scroll to the Marketo section and enter the following:
   • Marketo client ID
   • Marketo client secret
   • Marketo Munchkin account ID as: <MARKETO_MUNCHKIN_ID> (example: 123-ABC-123)
4. Click Save at the bottom of the page.