Setting up the Knak<>Marketo integration is easy. And it's powerful. It allows you to push email and landing page templates from Knak into Marketo at the push of a button.
Note: You'll need Marketo admin access to complete this setup.
Step #1:
Login to Marketo. Go to the admin panel, and click on roles.
Step #2:
Create a new API user role.
Minimum API permissions needed are as follows:
Approve Assets
Read-Write Assets
Read-Only Activity
Step #3:
Invite a new user.Β
Important Note: The email address used for the new user needs to be unique and can't be the same as any email address already in use in your Marketo instance. You can create a unique email address by adding +anyword after your regular email. For email felix@knak.io can be changed to felix+marketo@knak.io
By using the above method you can still receive emails in your regular inbox while also having a unique email for the purpose of the integration.
Ensure Default is selected under permissions and API Only is also checked:
Important Note: Ensure you select the role you just created, and make sure 'API Minimum' is selected, or the integration won't work properly. If you wish to allow access only to certain workspaces make sure the API user can access the 'default workspace' and well as any others.
Step #4:
Create a new LaunchPoint Service for Knak.
Note: If you don't see 'Custom' here, you need to speak with your Marketo account manager to upgrade your Marketo subscription.
Important Note: Ensure you select the new user here that has the proper API permissions, otherwise the integration won't work.
β
Grab your Client ID and Client Secret from this screen and enter it into Knak.
Step #5:
Grab your REST API Endpoint from the Web Services tab in Marketo.
Step #6:
Open Knak and navigate to Admin (top left button)
Next, click Platforms under the Integrations dropdown. Then locate the Marketo integration tile and click Connect.
Give the integration a name and add the Client ID, Client Secret and Rest API Endpoint credentials to Knak and you're done!
Managing your integration
Now that your integration is set up, you can view its configuration, edit it, or delete it from the "My Platform Connection" list on the Integrations page.
If you need to connect a new integration β or re-add a previously deleted one β you can do so by scrolling down to the "All Platforms" section and clicking Connect or Add Another Connection on the relevant platform tile.
Syncing Assets to Marketo
Click Publish then click Sync
Select the program you want to sync to
Click Sync
Your asset should be synced now
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com