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How to Set Up Marketo Dynamic Content

Configure variables and segmentation so dynamic email content works when syncing from Knak.

Overview

Dynamic content lets you show different email content to different audiences. Knak connects to Marketo variables and segmentations to control these variations.


Prerequisites

Before configuring dynamic content, update the API user role permissions in Marketo.

Required permissions:

  • Read-Only Lead (sometimes listed as Read-Only Person)

  • Read-Only Custom Object

Without these permissions, dynamic content variables may not sync correctly.


Set-Up Dynamic Content Video

Walkthrough video of Dynamic Content from Knak to Marketo:


Configure Marketo Dynamic Content

Follow these steps to connect Marketo variables and segmentations to Knak.

1. Open Dynamic Content Settings

  1. Navigate to Admin → Integrations → Platforms.

  2. Locate the Marketo integration tile.

  3. Click Dynamic Content Settings Icon.

    Admin → Integrations page showing the Marketo tile and Dynamic Content Settings.

2. Create the Knak Variables Configuration Token

Create a configuration token to store the Marketo variables used for dynamic content.

  1. Select the Marketo folder where the token will be created.

    1. Create this token in a top-level folder within your default workspace.

      • Accessible to all subfolders

      • Easier to manage across multiple programs

  2. Click Create New Config.

    Create New Config button highlighted in Marketo Dynamic Content Settings Page.

Knak automatically creates a Marketo token called:

{{my.Knak Variables}}

This token stores the variables and segmentations that Knak can access for dynamic content.

3. Add the Tokens in Marketo

  1. Click Add beside the configuration token.

  2. A new Marketo tab will open.

  3. Navigate to the selected folder.

  4. Locate and edit the token: {{my.Knak Variables}}

    1. Double-click the token to enable editing

    Marketo folder showing the Knak Variables token.

4. Add Variables or Segments

Add the variables or segmentations you want to use for dynamic content.

Steps:

  1. Drag variables from the right panel into the Script Editor.

    Token editor showing variables dragged into the script area.
  2. Confirm the variables appear in the script area.

  3. Ensure each variable is checked in the right panel.

    1. You can add:

    • Lead variables (example: Lead.City)

    • Marketo segmentations

  4. Click Save.

    1. You have to save in both the popup modal and from the My Tokens page.


5. Sync Variables From Marketo Into Knak

After saving the token:

  1. Return to Dynamic Content Settings in Knak.

  2. Click Sync.

Knak imports the configured variables from Marketo. Hover over a variable to see:

  • Variable syntax

  • Variable type

Variables may have different colors:

  • Blue (Segmentation) - Marketo segmentation variables

  • Orange (Custom) - Custom object variables

  • Grey (Default) - Standard variables


How Dynamic Content Sync Works

When you sync an email that contains dynamic content from Knak to Marketo, Knak automatically creates a Knak Dynamic Element token at the Program level.

The token appears as:

{{my.Knak Dynamic Element}}

This token contains the velocity script used to render the dynamic content blocks in the email. Marketo uses this token to determine which content variation should appear for each audience segment.

⚠️ Important: Do not remove or edit this token. Removing the token will break the rendering of dynamic content.

Where the Token Appears in Marketo After Syncing an Email to Marketo

The token is created in the Program that contains the synced email.

To locate the token:

  1. Open your Marketo Program.

  2. Click the My Tokens tab.

  3. Locate: {{my.Knak Dynamic Element}}


Using Tokens in Dynamic Segments

Configure Merge Tags in Admin Settings

If you want to use Marketo tokens inside dynamic content segments, you must configure the merge tags in Admin Settings.

This step allows Knak to recognize the variables stored in the {{my.Knak Variables}} token.

Open Merge Tag Settings

  1. Navigate to Admin → Settings.

  2. Locate the Merge Tags section.

  3. Edit a merge tag or create a new one. Learn more about Merge Tags.

  4. Add the variables you want to use in dynamic content.

When using tokens inside dynamic segments, use this syntax:

${<Velocity Script Token Name>}

Example:

${Lead.Country}

If you’re unsure what the velocity script token should be, review script tokens in Marketo:


Points to Consider

Program Location

  • Tokens are created at the Program level

  • Send emails from the same Program

  • Smart Campaign must match the Program

Workspace Access

  • Ensure segmentations are shared across workspaces

Token Size Limit

  • Max size: 100 KB

  • Use the Optimize tab in Knak to review the Velocity script used in your email

  • Check the script size before sending to avoid exceeding the limit

    The Optimize tab with the Velocity script review area highlighted.

Reduce Token Size

  • Split dynamic and static content

  • Remove tokens from plain text version

  • Limit dynamic content usage


Next Steps

Your Marketo integration is now configured for Dynamic Content.

Once your integration is configured, the workflow for building Dynamic Content in Knak is the same across all supported integrations. Use the resources below to learn how to create audience segments, add Dynamic Content to emails, and manage Dynamic Content experiences in Knak.

Add Dynamic Content to Emails

Learn how to:

  • Add Dynamic Content to content blocks

  • Add Dynamic Content at the email level

  • Prioritize audience segments

  • Preview Dynamic Content in Knak

  • Remove Dynamic Content from content blocks

Global and Local Segments

Learn how to:

  • Understand the differences between Global and Local Segments

  • Create Global Segments and Local Segments

  • Define segment rules and conditions

  • Review segmentation examples and use cases

➡️ Dynamic Content | Global and Local Segments

Troubleshooting Marketo Dynamic Content

Having trouble with Dynamic Content? Review Marketo FAQs and Troubleshooting for help with:

  • Variable syncing issues

  • Global Segment mapping issues

  • Default content displaying unexpectedly

  • Token size limitations

  • Marketo token configuration


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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