Setting up Marketo

Updated by Mikkel Settnes

To enable Dreamdata to access your Marketo account you will need to provide three pieces of information: 

  1. Your unique Base URL
  2. Your Client Id
  3. Your Client Secret 

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The Base URL

You can find your base URL by logging in to Marketo and navigate to the Admin > Integration > Web Services menu. The base URL is labeled “Endpoint” and found in the “REST API” section as shown in the following screenshots:

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The Client Id and Client Secret

To automatically generate a Client Id and a Client Secret you will need to create a “Custom Service”. To create this Custom Service, go to the Admin > LaunchPoint menu, and select New Service.

doc-rest-api-admin-launchpoint-new-service-menu

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Give your service a descriptive name (say “Dreamdata connection”) and from the “Service” list select “Custom”.  Give your service a more verbose description and select the appropriate user from the API Only User list (make sure the user has access to the needed data described below), then press Create.

doc-rest-api-admin-launchpoint-new-service

This will add a new service to your list of LaunchPoint services, and the option to “View Details”.  Click on “View Details” and you’ll be given the Client Id and Client Secret:

doc-rest-api-get-token

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With the Base URL, Client Id and Client Secret in hand, please log into your Dreamdata account and go to Data Platform > Sources > Marketo to enable the integrations.

The initial data synchronization from Marketo to Dreamdata is performed incrementally. This is due to daily data transfer limits imposed by Marketo. For this reason, it can take several days before all the historical data available for your plan is viewable in Dreamdata.

How will the data be mapped into Dreamdata?

  • Leads: Your leads will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
  • Activities: Activities can be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.

What events will be included automatically into Dreamdata?

After your Marketo data is synced, we create the following 5 type of events and link them to relevant customer journeys automatically.

  • page_view:
    • When activity type equals to 'Visit Webpage' or 'Click Link'
    • Channel and Source of these events are set based on the page URL and your UTM mapping settings on Dreamdata App
  • email_clicked:
    • When activity type equals to 'Click Email'
    • Channel and Source of these events are set based on the email URL and your UTM mapping settings on Dreamdata App
  • form_submission:
    • Event name will be the form name. If we can't find the form name, event name will be set to 'form_submission'
    • When activity type equals to 'Fill Out Form'
    • Channel and Source of these events are set based on the form URL and your UTM mapping settings on Dreamdata App
  • lead-gen:
    • When activity type equals to 'Fill Out LinkedIn Lead Gen Form'
    • These events will be mapped to 'Paid Social' Channel and 'Linkedin' Source
  • lead-ads:
    • When activity type equals to 'Fill Out Facebook Lead Ads Form'
    • These events will be mapped to 'Paid Social' Channel and 'Facebook' Source

Can we include more events into customer journeys?

Absolutely! Dreamdata offers flexibility in terms of customising and including more events into customer journeys based on the Marketo objects mentioned below:

  • Leads
  • Program Membership

To include additional events, you can collaborate with your dedicated customer success manager. They can guide you on the steps to follow and help you add or exclude the events as required. Dreamdata's ability to include custom events based on Marketo objects enables businesses to capture more granular data and obtain a better understanding of customer behaviour. With this valuable insight, you can optimize your customer journeys and improve your marketing and sales efforts.

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