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03 - Creating Your First Launcher
03 - Creating Your First Launcher
Jason Olliver avatar
Written by Jason Olliver
Updated over a week ago

Jeto Admins can create a library of templates end users will be able to select from to create their campaigns. These will guide the users to fill out the proper fields based on your Marketo program template.

Creating a Launcher

Once logged into the Jeto Application, you will land on the Launcher Page. To create a new Launcher, select "Launcher" in the upper left hand corner of the menu, and click the "Create" button. window will prompt you to select the type of Launcher you want to create. Once you’ve clicked on the icon of your choice, a second screen will prompt you to fill out a form with the necessary information. The following types of Launchers are available:

  • Event

  • Email

  • Webinar

  • SMS

The required information for any Launcher is:

  • The Marketo Program Template the Launcher will use to clone

  • The destination folder in Marketo

  • A name for your Launcher

  • A description of your Launcher (optional)

Note: If you incorrectly selected the wrong type of Launcher, you can use the grey arrow located in the top left corner of the window to return to the previous menu.

Note: If you cannot find the Marketo Program you wish to link the Launcher to, click “sync data to bring in new choices”, which is the very last option in the dropdown (or the only option if you are the very first Admin to log in). If, after the sync, you still cannot find your program, validate that the Jeto API user has access to the workspace where the program is located.

Once the information entered, a form will open with standard fields. This is the form the end user will be required to fill out in order to create their campaign. Out of the box form fields will differ based on the type of Launcher you select.

Each field can be modified by clicking on it. A panel will open on the right hand side, allowing you to modify the following:

  • The Marketo token (except for Campaign Name)

  • The label text

  • The label position

  • Whether or not the field is required

And under the Advanced menu, you can:

  • Add a placeholder text

  • Add a help text

  • Set a maximum number of characters

  • Add a default value (to be used for non-mandatory fields that are left blank)*

  • Set a prefill value (and block updates to this field if desired)

  • Hide/unhide the field

  • Strip http(s):// (for URLs if you want to track clicks in email link performance reports)**

  • Set an input mask

You can remove any out of the box unwanted field by clicking the trash can icon on the top right corner, next to “Field properties”.

* Default values in Marketo will not apply. They must be entered in Jeto directly.

** In order to track properly, http:// or https:// must be hard coded in the email outside of the token

Note: Campaign name is the only system field that cannot be removed or updated for the token value. It must also always be the first field at the top of each form.

Additional fields can also be added to the form. By clicking on the arrow on the left of “Field properties”, a list of field types, common contact fields and form layout objects will appear. Simply drag and drop the field or layout object of your choice in the proper location on the form (see this article for Marketo Token type mapping). Once dropped, click on the field to set the Marketo token and other values.

After all your fields have been updated and added, click “Save” at the bottom of the form. You can create as many different versions of a Launcher as you need. For example, you could have a Webinar Launcher with a Speaker, requiring specific fields for the information of the speaker, but also a Webinar Launcher without a Speaker. This could be set up as 2 separate Launchers with different form fields, leveraging the Webinar Launcher type.

Editing, sharing, cloning or deleting a Launcher

Once you’ve created a Launcher, you can share it with a group - so that every user in the group has access to use this Launcher - or you can share it with a specific user. In order to do so, from your Launcher’s menu, click the three black dots on the Launcher tile. Select “Share” and select the group and/or users you want to share it with. Only those with whom you’ve shared the Launcher will be able to see it, even if they are Admins.

From this menu, you can also edit your Launcher, clone it or delete it. By selecting “edit”, the Launcher form will appear. Click the green pen icon at the bottom of the form and you will be able to make any necessary changes. Click “Clone” to create an identical Launcher. This will be useful when creating variations of the same Launcher. Don’t forget to update the Launcher’s settings (see below) on your newly cloned Launcher. Lastly, you can click “Delete” to permanently remove the Launcher.

Note: Deleting a Launcher does not delete any campaign in Jeto or Marketo that leveraged this Launcher.

Updating Launcher Settings

Once a Launcher is created, you can edit the fields but also the settings of the Launcher. From the Launcher form that is opened when clicking on “edit” from the Launcher tile, you can click on “Launcher Settings” in the top right corner of the screen. A form will open with 3 sub-menus:

  • Name & Description

  • Marketo Settings

  • Campaign Launch

Name & Description

In this section, you can change the Launcher’s name and description, which are visible to users with whom the Launcher is shared, on the Launcher tiles.

Marketo Settings

In this section, you can change the Marketo program that is to be cloned when the Launcher is selected for a campaign request. You can also change the destination folder of the cloned campaign as well as the destination folder for images and files in your design studio. Once the launcher is created, you can go back into Marketo Settings and assign destination folders dynamically using these instructions.

Note: If you don’t see your Marketo program in the drop down, you will need to initiate a sync between Jeto and Marketo. You can do so by clicking the green check mark located at the very top, in the black navigation bar. The sync will take a few minutes and programs created between the last sync and now will become available.

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