Before You Begin
Knak Launch for Marketo lets you:
Clone Marketo programs from within Knak
Sync emails into new programs
Schedule email campaigns from Knak
Control access by brand
To enable scheduling functionality:
Go to Admin > Settings > Advanced
Enable Use Schedule Programs
Marketo Setup Requirements
Before configuring Knak, prepare your Marketo programs.
Your Marketo programs must meet these requirements:
Requirement | Details |
Program type | Use an Email Program or Default Program |
Email count | Include exactly one email per program |
Email status | Approve the email before use |
Program naming | Use a unique program name within the folder |
Break the Email Template Association
You must remove the email’s association with its Marketo template.
Open the email in Marketo
Enter edit mode by creating and editing a draft
Click Edit Code
Add the following code directly below the
<head>tag:
<!---->
Save the email
This breaks the email’s template association.
To confirm the change worked:
Open the email details
Verify the Template field displays None
Approve the email so it is no longer in draft status
Prepare Programs for Scheduling
Your Marketo program must include an audience before Knak can schedule the campaign.
Add an Audience to Your Program
For Email Programs:
Use the program’s default Smart List
Ensure the Smart List contains at least one lead
For Default Programs:
Create a Smart Campaign
Add audience filters to the campaign’s Smart List
Configure the campaign flow to send the email
Scheduling Notes
Default Programs require a Smart Campaign to trigger the send
Smart campaigns are deactivated when a program is cloned
Knak automatically reactivates smart campaigns during scheduling
Emails must include a subject line before scheduling
Configure Program Templates in Knak
After preparing your Marketo programs, configure them in Knak.
Go to Integrations > Program Templates
Click Add Template
Configure Template Fields
Brand
Select which brands can access the template. Users can only access templates assigned to their brand permissions.
Program Template Name
Description
Integration
Workspace
Program
Click Add Template
Draft Approval Behavior
By default, synced emails may appear in Marketo as drafts.
If you want emails to automatically approve when they sync to Marketo:
Go to Integrations
Open your Marketo integration
Expand Advanced Options
Enable Set synced emails to "Approved" in Marketo
Press Save Changes.
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.