You can configure connectors to import visitor information from Marketo marketing software into Personalization.
To configure a new Marketo connector:
In the Select a connector type list, click Marketo, and then click Add connector.
In the panel on the left, Personalization displays the Marketo connector configuration section.
PersonalizationTest Company Marketo Email Information ConnectorREST Base Endpoint Domain: Domain of the Marketo host REST API endpoint, provided by Marketo—for example, 999-ZZZ-999.mktorest.com
Enter the base domain of the endpoint. Do not include a https:// prefix or /rest suffix.
For more information on how to configure a REST API in Marketo, see Quick Start Guide for Marketo REST API.
Personalization displays the Activity Mapping tab.
You can configure a Marketo connector to import data by adding mappings to it. Activity leads are prefixed with marketo_{activityname}, where {activityname} is the name of an activity tracked in Marketo.
The fields associated with that activity can be mapped to fields in the Person, Touch, or Event tables. For example, you could map the Marketo activity Click Email and it will be reflected in Personalization as the event marketo_click_email. You would then map a field associated with this activity, such as Mailing ID, to custom_field_10 in the Event table.
The Marketo connector will only pull data if an Activity and Lead field are created.
To add activity mappings to your Marketo connector (with example values based on the previously described situation), complete the following steps:
In the Activity Mapping tab, click Add Activity.
Personalization displays the Add Activity Mapping dialog box.
In the Select Table list, click the Personalization table to which you want to map this attribute.
For the example, map it to the Events table.
In the Select Field list, click the field to which you want to map this attribute.
For the example, map it to custom_field_10.
You have now added activity mappings to your Marketo connector. If required, you can use the preceding procedure to add additional activity mappings to this connector.
Depending on your needs, you can now add lead mappings or enable your connector to begin importing data from Marketo into Personalization.
You can also add lead mappings to your Marketo connector, such as job title or company ID. The Marketo connector allows you to map these leads to fields in the Person table.
For example, you could map the Marketo lead Job Title to custom_field_11 in the Person table.
To add a lead mapping that would allow you to import visitors’ job titles:
In the Lead Mapping tab, click Add Lead.
Personalization displays the Add Lead Mapping dialog box.
In the Marketo Lead Field list, click the lead that you want to add to the connector.
For this example, click Job Title.
In the Lift Person Field list, click the field to which you want to map this lead.
For the example, click custom_field_11. Job title data will now be mapped to this custom field in the Person table.
Personalization displays a list of the saved lead mappings for this connector.
You can use the preceding procedure to add additional lead mappings to this connector.
After you have finished adding activity and lead mappings to your connector, click the Back to connector list link to return to a list of your connectors. Your activity and lead mapping information is saved. The next step is to enable your connector.
For your connectors to start importing Marketo information into Personalization, they must be enabled. To enable your connectors, use one of the following methods:
After you have created and enabled your connector, the next step is to use the imported Marketo activity and lead data to create segments.
To view and manage your available connectors:
Personalization displays a list of the available connectors for your environment. The Connectors page contains options for the following available actions, including enabling/disabling, deleting, or editing connectors:
To enable a connector, set the switch to On. To disable the connector, set the switch to Off.
To permanently remove a connector or its mapping information, complete the appropriate steps depending on your needs:
To modify or edit a connector:
Find the connector in the list of displayed connectors, and then click Configure.
The page reloads with the connector’s configuration information.
To modify or edit the connector’s configuration information, click Edit configuration.
Clicking Edit configuration will remove all mapping information from this connector.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
You can configure connectors to import visitor information from Marketo marketing software into Personalization.
To configure a new Marketo connector:
In the Select a connector type list, click Marketo, and then click Add connector.
In the panel on the left, Personalization displays the Marketo connector configuration section.
Test Company Marketo Email Information ConnectorREST Base Endpoint Domain: Domain of the Marketo host REST API endpoint, provided by Marketo—for example, 999-ZZZ-999.mktorest.com
Enter the base domain of the endpoint. Do not include a https:// prefix or /rest suffix.
For more information on how to configure a REST API in Marketo, see Quick Start Guide for Marketo REST API.
Personalization displays the Activity Mapping tab.
You can configure a Marketo connector to import data by adding mappings to it. Activity leads are prefixed with marketo_{activityname}, where {activityname} is the name of an activity tracked in Marketo.
The fields associated with that activity can be mapped to fields in the Person, Touch, or Event tables. For example, you could map the Marketo activity Click Email and it will be reflected in Personalization as the event marketo_click_email. You would then map a field associated with this activity, such as Mailing ID, to custom_field_10 in the Event table.
The Marketo connector will only pull data if an Activity and Lead field are created.
To add activity mappings to your Marketo connector (with example values based on the previously described situation), complete the following steps:
In the Activity Mapping tab, click Add Activity.
Personalization displays the Add Activity Mapping dialog box.
In the Select Table list, click the Personalization table to which you want to map this attribute.
For the example, map it to the Events table.
In the Select Field list, click the field to which you want to map this attribute.
For the example, map it to custom_field_10.
You have now added activity mappings to your Marketo connector. If required, you can use the preceding procedure to add additional activity mappings to this connector.
Depending on your needs, you can now add lead mappings or enable your connector to begin importing data from Marketo into Personalization.
You can also add lead mappings to your Marketo connector, such as job title or company ID. The Marketo connector allows you to map these leads to fields in the Person table.
For example, you could map the Marketo lead Job Title to custom_field_11 in the Person table.
To add a lead mapping that would allow you to import visitors’ job titles:
In the Lead Mapping tab, click Add Lead.
Personalization displays the Add Lead Mapping dialog box.
In the Marketo Lead Field list, click the lead that you want to add to the connector.
For this example, click Job Title.
In the Lift Person Field list, click the field to which you want to map this lead.
For the example, click custom_field_11. Job title data will now be mapped to this custom field in the Person table.
Personalization displays a list of the saved lead mappings for this connector.
You can use the preceding procedure to add additional lead mappings to this connector.
After you have finished adding activity and lead mappings to your connector, click the Back to connector list link to return to a list of your connectors. Your activity and lead mapping information is saved. The next step is to enable your connector.
For your connectors to start importing Marketo information into Personalization, they must be enabled. To enable your connectors, use one of the following methods:
After you have created and enabled your connector, the next step is to use the imported Marketo activity and lead data to create segments.
To view and manage your available connectors:
Personalization displays a list of the available connectors for your environment. The Connectors page contains options for the following available actions, including enabling/disabling, deleting, or editing connectors:
To enable a connector, set the switch to On. To disable the connector, set the switch to Off.
To permanently remove a connector or its mapping information, complete the appropriate steps depending on your needs:
To modify or edit a connector:
Find the connector in the list of displayed connectors, and then click Configure.
The page reloads with the connector’s configuration information.
To modify or edit the connector’s configuration information, click Edit configuration.
Clicking Edit configuration will remove all mapping information from this connector.
If this content did not answer your questions, try searching or contacting our support team for further assistance.