Send Marketo campaigns from a journey in Orchestrate

Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.

The Marketo integration with Orchestrate allows you to incorporate Marketo campaigns into your cross-channel journeys, which allows you to track email engagement. For information about Orchestrate, see Overview of Orchestrate.

Prerequisites

To use the Marketo integration with Pendo for email journeys in Orchestrate, you must have:

• Pendo Orchestrate included in your subscription.
• Admin permissions in Pendo. For more information, see Roles and permissions.
• Admin access to your organization’s Marketo account.

If you get an error message stating that you don't have access to the integration, check that all the prerequisites are met.

Set up the integration

To set up the Marketo integration with Pendo Orchestrate, first complete the following steps in Pendo.

1. In Pendo, go to Settings > Integrations.
2. Find and open the Marketo tile.
3. Select View settings and logs under Marketo Email Integration.
4. Select Edit Integration on the next page.
5. Select the account dropdown, then select Add a new account.
6. Complete the following fields using information available in your Marketo account:
   1. API endpoint domain: In Marketo, go to Web Services in the left navigation, scroll down to the SOAP API section, then copy the text in the Endpoint field.
   2. Client ID: In Marketo, go to LaunchPoint in the left navigation, select View details next to Pendo Orchestrate Dev, then select the text in the Client Id field.
   3. Client Secret: In the same area as the Client ID, select the text in the Client Secret field.
      
      
      
      
7. Go back to Pendo, copy all three of these bits of text into the corresponding fields on the Create a new authentication page, then select Create.
   
   
   
   
8. Your Marketo account appears on the Connect to Marketo page. Select Next, then select the metadata associated with your visitor’s email address.
   Last but not least, select Finish.

The page updates to confirm that Marketo is successfully created.

Send a Marketo campaign to an Orchestrate journey

After the integration is set up, complete the following steps to send a Marketo campaign to a journey in Orchestrate.

1. Create a Smart Campaign in Marketo. For Marketo’s instructions, see Create a New Smart Campaign.
2. In that campaign's Smart List, add a Campaign is Requested trigger, and set the source to Web Service API.
3. In that campaign's Flow step, add the Send Email action and select the email you want to use in this campaign.

Once activated in Marketo, you should see these campaigns in Pendo to add them to the journey.

You can only connect one Marketo account to Pendo Orchestrate at a time. To switch accounts, disconnect the current account and connect the new account through the integration's settings.

After you've integrated Marketo with Orchestrate, you can add a Marketo campaign to a journey. For full instructions on how to set up a journey in Orchestrate, see Add a Marketo email campaign.