Go to the Destinations overview page and click the Add destination button. Select Marketo and click Continue. You can then authenticate Hightouch to Marketo by entering the following fields:
Client ID
Client Secret
Base URL
Ensure you've given Read-Write Activity permission to your Marketo account
and that it has access to the workspaces and partitions you want to use in Hightouch.
If you try setting up a Marketo destination with an account that doesn't have these permissions, you will receive a 603 - Access denied error.
To find the Client ID and Secret, navigate to Admin > LaunchPoint in your Marketo account and select a service.
You can find the Base URL in Admin > Integration > Web Services. Only use the part after https:// and before /rest as your base URL, for example, 284-RPR-133.mktorest.com.
Once you've set up your Marketo destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Marketo destination you want to sync to.
Hightouch supports automatically creating a new list for your sync. You can specify a custom name for this list, or Hightouch will use the name of the model.
Here, the name List 1 will be used as the list name:
Before you are able to set up a Hightouch sync to trigger a campaign, you are required to have an active trigger campaign with the Web Service API as the source in Marketo. See the steps below.
If you haven't already, go to Design Studio to build your email template in your Marketo instance. Before your email template can be used in Hightouch, your draft must be approved.
You can use custom tokens to populate your email template with data from your model.
In the example above, we want to dynamically populate our email subject. See tokens.
Setup your campaign.
Setup your trigger.
A. Create a Smart Campaign that you will trigger. Make sure that your campaign belongs to a program.
B. Go to Smart List tab to configure the trigger.
C. Select Campaign is Requested under the triggers.
D. Select Web Service API for source.
Setup your flow.
A. Go to Flow.
B. Select Email.
C. Select the email template you want to send.
Setup your qualifications and activate.
A. Go to Schedule.
B. Click on Edit to edit your qualifications.
C. Activate this campaign.
Hightouch sync will trigger your Marketo Smart Campaign when rows first appear in your sync.
This means that Hightouch will trigger your Marketo Smart Campaign for every row in your model on
the first time you run your sync or when you do a full resync, and for every new row that is added to your query results in the subsequent syncs.
The Hightouch Marketo destination will not check if an email has been sent to
a distinct lead. This means that if a lead with email johndoe@example.com
appears in two of the queried rows from your model, then a trigger (emails)
request for each of these rows will be sent to Marketo's API. A total of two
triggers will be sent for johndoe@example.com. If you wish to only send
emails once per lead, set your qualification settings in Marketo to only once.
Marketo Smart Campaigns are only triggered for leads that already exist in your Marketo instance.
You can provide a lead ID or a lead email for every lead that you want to send your email to.
If you are using email for your lead mapping and your leads aren't
de-duplicated by email, Hightouch will use the latest lead based on the
createdAt timestamp when performing the lookup.
When testing, we recommend that you use an example lead so you can access the test email.
You will use this lead to perform dry run tests for the campaign trigger sync.
Before running your sync, we highly recommend testing it with a single row.
A. You can manually overwrite columns of a test row. In our example We're using the email column to match leads by their email field, so we need to manually overwrite the email field to our own email to send a test email. If you are using the lead_id column to match leads, you need to manually overwrite the lead_id field to your own lead_id to send a test email.
B. Once ready, press Sync as added row.
Check the email of the lead for testing to verify that your setup works.
This error means that authentication to Marketo was successful but the account you authenticated with doesn't have sufficient permission to call the Marketo API.
For more information, see Marketo's help article.
Ensure you've turned on the Read-Write Activity permission for the Marketo account you're connecting to Hightouch with, and that it has access to the Marketo workspaces and partitions you want to use in Hightouch.
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.