After you create and configure a Marketo connector and begin importing visitor data from Marketo into Personalization, you can view this data and use it to create segments.
To view imported Marketo data in a visitor profile on Personalization, complete the following steps:
Marketo
.Before you can create segments using Marketo activity and lead data, you
need to configure your column meta data fields to be available for use
in segments. For example, when you created a Marketo
connector and added an activity
mapping for Click Email, you mapped the activity’s primary attribute
Mailing ID
to the field custom_field_10
in the Event table. Now
you need to configure custom_field_10
to be segmentable, and add
information that allows you to select the field when creating segments.
To customize this field for use in creating segments, complete the following steps:
Sign in to the Personalization interface, and then click the Configure tab.
Go to Manage configuration data > Column meta data.
Click the Add new column meta data link.
Enter values in the following fields:
Display Name: Descriptive name for the column meta data
used for display in Personalization. For this example, enter
Mailing ID
.
Display Order: The order in which the column meta data appears in the Properties section of the Person detail page.
Table: Name for the table to which this field belongs in Personalization. For this example, click Event.
Accessor: Method name used to retrieve the value of the column meta data. For this example, click custom_field_10(getCustomField10).
Description: the purpose of this field—for this example,
enter Custom field mapping for Marketo Mailing ID data.
Type: Available data types of the column meta data value (based on the selected Table and Accessor), which controls how you want the data to be displayed and managed:
For this example, click String.
Is Visible In Person Detail check box: Select the check box to display this item in the Properties section of the Person detail page in Personalization
For this example, you want to create a segment based on the values stored in the column. To do so, click the Segmentable check box, and then enter values for the following fields:
If you want the values stored in the column to be ranked, select the Rankable check box, and then enter values for the following fields:
If you want the column meta data to be visible on the Insights tab of the Person detail page, select the Rankable check box, and then enter values for the following fields:
Click Save. You have now given custom_field_10 the name Mailing ID, enabled its use in segments, and put it into the category Marketo in the segment builder.
You can now begin creating segments using lead and activity data.