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:

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.

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.

If you are unsure which is your default workspace follow these detailed steps below or check out this article:

[Login] to your Marketo Instance.
Click [Admin].
Locate and Click [Workspaces & Partitions].
[Right-Click] on the Field Navigation Bar (It is Blue).
From the [Drop-Down List], you'll see three options. Select [Columns].
While reviewing the Column Field options, make sure [ID] is selected.
The [ID] with the value of "1" is your Default Workspace.

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.

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 click Admin
Click Platforms under the Integrations dropdown.
Find the Marketo tile and click Connect.
Add a name for the integration.
Enter the Client ID, Client Secret, and REST API Endpoint.
Click Save.

Optional: Adjust Advanced Settings

After connecting, you can customize the integration behavior using the Advanced Settings options:

Set Synced Emails to "Approved" in Marketo
Toggle on to automatically approve synced email assets in Marketo.
Set Synced Landing Pages to "Approved" in Marketo
Toggle on to automatically approve synced landing pages.
Turn On Performance Data
Toggle on to pull Performance Insights from Marketo into Knak.
Once enabled, you’ll see key email metrics for synced and sent emails directly in Knak. Follow the steps in this doc to set up this feature: https://help.knak.io/en/articles/10186115-performance-insights-marketo.
Use API Proxy
Enable this option if your company has a custom proxy service in front of your Marketo instance to manage third party API access, and the proxy has different authentication requirements to the Marketo API.

Proxy Configuration Fields

If using an API proxy, complete the following fields:

Proxy Auth URL
Enter the authentication endpoint URL for your proxy.
Marketo Subdomain
Enter your Marketo subdomain (example: 123-MKT-987).
Proxy Auth Method
Select between:
- Default
- HTTP Basic

Manage Your Integration

View or delete integrations from the My Platform Connections section.
To add another integration, scroll to All Platforms and click Connect or Add Another Connection.

Syncing Assets to Marketo

Click the Actions Menu then click Sync
Select your connected Marketo integration, and choose the program you want to sync to.
Click Confirm & Sync
Check the Sync Status page to confirm the asset was successfully synced.