To begin you may need to update you API User Role permissions to allow dynamic content to fully function. The required permissions for dynamic content to work are:
Read-Only Lead (sometimes listed as Read-Only Person)
Read-Only Custom-Object
Navigate to the Admin Platform/Integrations page
a. For the new integrations page, locate the Marketo tile and click on Dynamic Content Settings for the instance you want to setup
3. Select a folder to create the Knak variable configuration token in. This can be created anywhere and will just store all of the variables that are available to use in Knak. We recommend creating the folder in your default workspace.
4. Upon selecting a folder, the button “Create New Config” will appear. Click it and scroll to the bottom of the modal.
5. Click on “Add” to open the token’s location in a new tab. This will open a new Marketo tab to the folder you have chosen above
6. Locate the “{{my.Knak Variables}}” token and edit it.
7. Drag all of the variables you want to be able to use in Knak into the script area, so that the variable is checked off in the right panel, and exists in the script as well. Be sure to click save.
8. Navigate back to the Dynamic Content Settings in Knak. Click on “Sync” to sync in the variables that have been set up in Marketo into Knak
9. The variables that were set up should appear, hovering over them should display their variable syntax and type. Any segmentation variables that were brought in will be blue.
If you want to edit the dynamic content tokens later, click on the dynamic content icon on the upper right corner of the Marketo tile
Note:
If you are using tokens in a dynamic content segment, you must set use the ${<Name of the velocity script token>} syntax in the Merge tags under the Admin settings.
To change the location of the Knak variables in Marketo (the Folder you chose in step 3), you need to select a new folder and click Create New Config again. This integration will be connected to the new folder, but you will need to re-add the variables in Marketo as in step 6 and 7
For example, this is how you'd set up the lead city merge tag if you wanting to use the tag in a dynamic content segment
Check out our other articles on Dynamic Content.
If you have any questions, reach out to support at support@knak.com or the chat bubble in the lower right corner.