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.
Log in to Marketo.
Navigate to Admin > Users & Roles.
Create a new role.
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.
Step 2: Create an API User
Create a dedicated API-only user for the integration.
Navigate to the user management area in Marketo.
Click Create API Only User.
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.
Select the API role created in Step 1.
Grant access to the Default Workspace.
Grant access to any additional workspaces that require synchronization.
Identify the Default Workspace
If you are unsure which workspace is the default:
Navigate to Admin > Workspaces & Partitions.
Right-click the workspace table header.
Select Columns.
Enable the ID column.
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.
Navigate to Admin > LaunchPoint.
Click New Service.
Create a service for Knak.
Configure the Service
Select Custom as the service type.
Select the API-only user created earlier.
Important: You must select the dedicated API user. Using another user can cause the integration to fail.
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:
Copy the Client ID.
Copy the Client Secret.
You will need these values when connecting Marketo in Knak.
Step 4: Locate Your REST API Endpoint
Navigate to Admin > Web Services.
Copy the REST API Endpoint value.
You will use this value during the Knak connection process.
Step 5: Connect Marketo in Knak
Open Knak.
Click Admin.
Open Integrations > Platforms.
Locate the Marketo tile.
Click Connect.
Enter a name for the integration.
Enter:
Client ID
Client Secret
REST API Endpoint
Click Create New Integration.
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.
Related Article: Performance Insights for Marketo
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:
DefaultHTTP Basic
Manage Your Marketo Integration
View Existing Connections
Navigate to My Platform Connections to:
View connected integrations
Delete integrations
Review connection details
Add Additional Marketo Connections
Navigate to All Platforms.
Click Connect or Add Another Connection.
This allows you to connect multiple Marketo instances.
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com










