You can now create a list of Marketo program templates that can be cloned from within your Knak account so you can clone a program and sync an email to it in one step.
You can also schedule and deploy an email campaign from your cloned programs all from within Knak!
To use this feature, enable the Use Schedule Programs setting in your Knak account by heading to Admin -> Settings -> Advanced.
This article covers how to set up cloneable program templates, if you're already set up and want to learn how to clone and launch campaigns check out this article:
How to set up Knak launch for Marketo
Marketo Setup
Before doing anything in Knak you need to prepare the programs that will be cloned in Marketo.
The type of program needs to be an Email program or Default program. # Only email programs can be scheduled.
Programs need at least a default smart list with more than 0 leads.
Each program needs to have one email in it. No more, no less.
The email needs to be approved and not a draft.
The program name needs to be unique within the folder.
In the email, you also need to break the email's association to its template. To do that open the email in edit mode and select 'edit code'.
In the code view, you need to alter the code in some way. We recommend adding:
<!---->
You can add that just below the initial <head> tag. This will break the email's association to its template.
Once that's done, save your email. You can tell if the above step has worked by viewing the email details. Next to Template, it should display 'None'. At this point, verify the email is not in draft.
Additionally, if you would like to schedule your programs from Knak, you will need to make sure that your program has an audience.
Now your program and email are ready to be cloned. If you need help with this step please contact Knak support and we can assist.
Knak Setup
The first thing you need to do in Knak is to create a list of approved programs your users can clone. To do that, head over to Integrations > Program templates and select 'Add Template'.
On the popup you need to select a program your users can clone and define the following fields:
Brand - Select which brands can clone this program
Program Template Name - Select a name for your program
Description
Integration
Workspace
Program
Click 'Add Template' in the bottom right corner when you're done. You will see your new program appear in the list of program templates.
Repeat the above process for all the programs that you need. Remember you can have separate lists of programs for each brand.
Using brands to control access
You can create separate lists of programs for each of your brands. If you only want to allow certain users in your account the ability to clone programs from Knak, you can do that by only setting up cloneable programs for the brands you want to be able to do this.
Now that you're all set up, take a look at his article to clone a program: Cloning a program and launching a campaign
Draft approval in Marketo
When Knak syncs emails to your Marketo instance we can configure the emails to be synced in either 'draft' or 'approved' status in Marketo. If your account is configured to sync emails in 'draft' status you would need to manually approve the draft in Marketo for the correct email to appear in the program you created. You should see the options in the below screenshot and would need to click on 'approve draft'
If you would like to update your account wide settings to sync all emails as 'approved' please reach out to Knak support.
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com