If your company uses Marketo’s marketing automation platform (MAP), you’ve likely invested considerable time and effort in managing lead data and audience segments. The next step is to integrate Marketo and Interaction Studio so you can leverage data collected in each system and build richer customer and prospect profiles to gain a deeper understanding of each lead. Using data from Marketo helps you to deliver more meaningful visitor experiences using Interaction Studio and passing behavioral and analytics data from Interaction Studio helps you better target your Marketo campaigns.
Please note, the contents of this article are intended for customers using Interaction Studio (formerly Evergage Classic). Do not adjust your beacon version to downgrade or upgrade.
This article details how to configure the Interaction Studio out-of-the-box integration with Marketo, which allows a bidirectional sync of Interaction Studio user attributes and Marketo lead fields, as well as a bidirectional membership sync of Interaction Studio segments and Marketo static lists.
The first step is to set up an OAuth connection to your Marketo account.
Log into Marketo and complete the process to set up an API connection
|You will need to know the new OAuth Client ID, Client Secret, OAuth Identity Endpoint (URL), and REST API Endpoint (URL) for the following steps|
On the Marketo Integration Synchronization tab, Contact Match Fields connects fields in Interaction Studio with fields in Marketo for user identification. By default, the email address fields in Interaction Studio and Marketo are linked. If you need to link additional fields, please contact Support.
On the Marketo Integration Segments tab, you can synchronize Interaction Studio segments to and from Marketo static lists, however Interaction Studio does not support synchronization to or from Marketo smart lists. You must create any Interaction Studio segments or Marketo lists before you can push to or pull from Marketo.
On the Marketo Integration Fields tab, you can select which attribute fields should be pulled from or pushed to Marketo. Fields being pushed to Marketo must be created in Marketo before they can be configured on the Fields tab. The destination field name and label are also configurable.
On the Marketo Integration Campaigns tab, you can configure third party campaign landing URLs to track different information about a campaign. When a matching URL is clicked for the first time, a campaign is created and will appear in Interaction Studio CAMPAIGNS. Any subsequent clicks will register impressions for the campaign.
The integration will synchronize nightly, but you can disable automatic synchronization or perform a manual synchronization at any time.
If you would like to reduce the number of daily API calls, please refer to Restrict Lead Matching to a Marketo List which details the option to limit synchronization to a specific Marketo list.
If the synchronization does not work as expected, please contact support.