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To reduce the number of API calls that are made during a sync, you can restrict the leads that Evergage attempts to match to a Marketo List.


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titleThis Article Explains

The first part of this article is a high level overview of the steps you need to take in Marketo to create the restriction list and provides links to Marketo documentation to support the steps. The second part of the article includes the specific process you need to take in Evergage to complete the setup.



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Marketo High-Level Process

Due to limitations in Marketo's API, the match restriction list used by Evergage must be a static list.. In Marketo, a Smart Campaign can be configured to periodically update a static list's membership based on a set of rules. For example, a static list that contains only Marketo leads with email addresses could be configured as follows:

  1. Log into Marketo as a MarketingStandardAdmin user
  2. Create the Static List that will be used as the Evergage restriction list
  3. Create a Smart Campaign
  4. On the Static List tab of the Smart Campaign, set the Email Address attribute filter to is not empty
  5. On the Flow tab of the Smart Campaign, click Add to List then select the Static List you created in step 2
  6. On the Schedule tab, set Schedule Recurrence to be once per day (i.e. 7 PM)
  7. Click Run Once to verify that the list will populate

A smart campaign can also be configured to periodically update a static list's membership to match the membership of a smart list. For detailed instructions on how to do that, please refer to the Marketo documentation on How to make a static list behave like a smart list.

 

Evergage Process

  1. Log into Evergage as an administrator
  2. In Channels & Campaigns, select Third Party and then Integrations

  3. On the Integrations page, select Marketo from the list 

    Note
    titleNOTE

    Once configured, selecting a third party product from the Third Party menu will bring you to the campaign list screen displaying all campaigns of that type 


  4. On the Setup tab, in the Settings section, select the static list you created from the Restrict sync to Marketo list drop-down
  5. Click Save


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