Integrate Marketo

  • Updated

Marketo is Marketing Automation software that lets users focus on account-based marketing, including email, mobile, social media, digital ads, web management, and analytics.

This topic describes setting up a Marketo account in the Content Marketing Platform (CMP).

  1. In Marketo, select Admin > Users and Roles.
  2. Select Roles > New Role and enter the following:
    • Role name – Enter API Role.
    • Description – Enter a description.
    • Permissions – Select Access API.

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  3. Select Roles > Users.
  4. Click Invite New User.
    • API Role – Enable.
    • API Only – Enable.
    • Click Invite.

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  5. Go to LaunchPoint.
  6. Click Installed services.
  7. Select New > New Service.
  8. In API Only User, select the email address for the API user you created and click Save.

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    To complete the setup process and add a Marketo account, you need your Client Id, Client Secret, and Base URL in Marketo.

  9. To acquire Client ID and Client Secret, click View Details.

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  10. To retrieve the Base URL, go to Web Services and copy the value of the Endpoint. The Base URL value is the Endpoint value without the /rest part.

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  11. In Optimizely Content Marketing Platform (CMP), select your avatar > Marketo.
  12. Click Connect Marketo Account and enter the Client Id, Client Secret, and Base URL.

    Integrations-Marketo-1.png

  13. Click Add Account.
  14. Click Connect Marketo Account. Your connected Marketo account displays under the Marketo section of the Settings page. (To delete an account, click Delete (icon).)

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