Email Experiences' integration with Marketo gives marketers the opportunity to enhance their digital efforts with the power of relationship intelligence and email signature marketing. In a matter of minutes, seamlessly connect Email Experiences to Marketo smart and static lists, landing pages and reporting through a set of easy-to-use, point-and-click user interfaces.
To enhance your targeting capabilities, the Marketo integration allows marketers to import smart and static straight to Email Experiences to align to campaigns now and in the future. Depending on how you’ve segmented users in your Marketo environment, this opens up endless opportunities. Most notably, the ability to align Email Experiences campaigns to specific stages of your sales cycle. You can do things like...
- Align Email Experiences campaigns to specific Marketo contacts and/or smart lists
- Link Email Experiences campaigns to Marketo landing pages
- Gain a view into how strong your company's relationships are with key contacts
- Track how Marketo contacts interact with email signature campaigns
In order to authenticate with Marketo, there are three pieces of information that a Marketo admin must obtain through Marketo’s interface:
- Client ID
- Client Secret
- Instance URL
To obtain these credentials, follow the steps outlined below.
Log into Marketo and navigate to the Admin tab.
In the left hand navigation, click on Users & Roles under Security.
On the Users & Roles page, navigate to the Roles section and click New Role.
Add your Role Name and Description. For Permissions, expand the Access API node and select the following checkboxes:
- Read-Only Assets
- Read-Write Lead (may also be called Read-Write Person)
- Read-Write Activity
On the Users & Roles page, click Invite New User.
Add in your desired email credentials. Note that the Email/First Name/Last Name in Invite New User dialog do not need to be aligned to a real person since it is used by API only. We suggest that the email contains the integration name.
Under "Roles", check the option for the role that was just created in Step #3, as well as the API Only box at the bottom. Save the user.
In the left-hand navigation, click Launchpoint under Integration.
On the Launchpoint page, click New Service.
In the New Service window, click Custom in the drop-down menu and select the API Only user that was previously created.
Once the new service is created, click View Details to obtain the Client ID and Client Secret.
To obtain the Instance URL, click on Web Services in the left-hand navigation.
Scroll to the REST API section. The instance URL can be found next to Endpoint.
Once you’ve obtained the three data points, follow the instructions below to enable the integration in Email Experiences.
Navigate to your Account Settings, select Integrations, and then CRMs.
Under CRM options, enter the three data points under the Marketo section and click Save Edits.
Once the connection has been made, you can optionally check the box next to Automatically Create Contacts. If enabled, contacts will automatically be created in Marketo whenever an external email recipient clicks on a signature campaign. Make sure to "Save Edits".
The integration has now been enabled.
If you run into any problems with your smart lists processing, it may be because your Marketo account needs additional permissions. Reach out to your Marketo account rep and tell him/her that you are trying to extract the leads from a smart list using the Bulk Lead Export API and are encountering a 1035, Unsupported filter type for target subscription error when attempting to do so. Ask to enable access to this filter and you should be set!