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Setup the Marketo Integration

Connect Knak to Marketo to sync email templates and landing pages with a single click.

Before You Begin

You must have the following access before you start.

  • Marketo Admin permissions

  • Access to Marketo LaunchPoint

  • Access to Marketo Web Services

  • Access to Knak Admin settings


Demo Video


Step 1: Create an API Role in Marketo

Create a dedicated role for the Knak integration.

  1. Log in to Marketo.

  2. Navigate to Admin > Users & Roles.

  3. Create a new role.

Users & roles section under the admin settings in Marketo.

Configure Role Permissions

Assign the following minimum permissions to the API role:

  • Approve Assets

  • Read-Only Activity

  • Read-Write Assets

These permissions are required for the Knak integration to function correctly.

If you need to further restrict access, expand the Access API permission group to view additional API permissions.

You can disable any permissions that are not required by your organization's security policies.

Adjusting API access requirements when creating a new role in Marketo.

Step 2: Create an API User

Create a dedicated API-only user for the integration.

  1. Navigate to the user management area in Marketo.

  2. Click Create API Only User.

  3. Invite a new user with a unique email address.

    • Tip: Use an email alias when setting up integrations (for example, youremail+api@domain.com). This keeps all integrations tied to one dedicated account. It also prevents disruptions if a team member leaves.

  4. Select the API role created in Step 1.

  5. Grant access to the Default Workspace.

  6. Grant access to any additional workspaces that require synchronization.

Identify the Default Workspace

If you are unsure which workspace is the default:

  1. Navigate to Admin > Workspaces & Partitions.

  2. Right-click the workspace table header.

  3. Select Columns.

  4. Enable the ID column.

  5. Find the workspace with ID 1.

The workspace with ID 1 is the Default Workspace.

For more details, review Marketo's Documentation.

Important

The integration requires:

  • The API role created in Step 1

  • The API Only checkbox enabled

    • This is automatically applied when you create an API only user.

  • Access to the Default Workspace

Without these settings, the integration will not connect successfully.


Step 3: Create a LaunchPoint Service

Create a custom service to generate API credentials.

  1. Navigate to Admin > LaunchPoint.

  2. Click New Service.

  3. Create a service for Knak.

Configure the Service

  1. Select Custom as the service type.

  2. Select the API-only user created earlier.

    1. Important: You must select the dedicated API user. Using another user can cause the integration to fail.

    New LaunchPoint service settings.

If the Custom option does not appear:

  • Contact your Marketo account manager.

  • Confirm that your subscription includes LaunchPoint custom services.

Copy API Credentials

After the service is created:

  1. Copy the Client ID.

  2. Copy the Client Secret.

You will need these values when connecting Marketo in Knak.

API credentials screen with Client ID and Client Secret visible.

Step 4: Locate Your REST API Endpoint

  1. Navigate to Admin > Web Services.

  2. Copy the REST API Endpoint value.

You will use this value during the Knak connection process.

REST API Endpoint link under the Web Services tab.

Step 5: Connect Marketo in Knak

  1. Open Knak.

  2. Click Admin.

  3. Open Integrations > Platforms.

  4. Locate the Marketo tile.

  5. Click Connect.

    Connect button highlighted on the Marketo Integration tile
  6. Enter a name for the integration.

  7. Enter:

    • Client ID

    • Client Secret

    • REST API Endpoint

  8. Click Create New Integration.

    Marketo Integration Settings in Knak.

Advanced Settings

After connecting Marketo, you can customize how the integration behaves.

Asset Approval Settings

Use these settings to automatically approve assets after they are synced from Knak to Marketo.

  • Set Synced Emails to Approved in Marketo

  • Set Synced Landing Pages to Approved in Marketo

If this is not enabled, you will need to manually approve assets inside Marketo

Performance Insights

Use this setting to view Marketo email performance data in Knak.

  • Turn On Performance Data

    • Pulls email performance metrics from Marketo into Knak.

    • Displays performance data for synced and sent emails.

    • Requires additional setup before data becomes available.

API Proxy Settings

Enable Use API Proxy if your organization uses a custom proxy service between Knak and Marketo.

Proxy Configuration Fields

  • Proxy Auth URL

    • Enter the authentication endpoint URL for your proxy service.

  • Marketo Subdomain

    • Enter your Marketo subdomain.

    • Example: 123-MKT-987

  • Proxy Auth Method

    • Select one of the following options:

      • Default

      • HTTP Basic


Manage Your Marketo Integration

View Existing Connections

Navigate to My Platform Connections to:

  • View connected integrations

  • Delete integrations

  • Review connection details

Existing platform connections page.

Add Additional Marketo Connections

  1. Navigate to All Platforms.

  2. Click Connect or Add Another Connection.

This allows you to connect multiple Marketo instances.

Marketo Integration Tile with "Add Another Connection" button visible.

Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com

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