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.
- In Pendo, go to Settings > Integrations.
- Find and open the Marketo tile.
- Select the Set up and activate button under Marketo Campaign.
- Select New authentication under Connect to Marketo.
The Create a new authentication page appears with several blank fields. To find the information needed for these fields, complete the following steps in Marketo.
- Go to the Admin tab in the top menu.
- Select LaunchPoint under Web Services.
- Select New > New Service.
- Select any display name, then under the Service dropdown, select Custom.
- Add any description, then under the API Only User dropdown, select a user who will use the API who has the Access API permissions.
- Select the Create button. The new service appears in the list of installed services.
- Select View Details to the right of the newly created service.
- Copy the content of the Client ID and Client Secret fields somewhere safe to paste into the corresponding fields in Pendo.
- For the final piece of information, select Web Services in the left navigation, scroll down to the REST API section, then copy the domain in the Endpoint field, everything until the .com. Don’t copy any of the text after the .com.
Return to your open Pendo page from before, and complete the following steps.
- Copy these three bits of text into the corresponding fields on the Create a new authentication page, then select Create.
- Your Marketo account appears on the Connect to Marketo page. Select Next, then select the metadata associated with your visitor’s email address in the Visitor metadata dropdown.
- Last but not least, select Finish.
The page updates to confirm that Marketo is successfully integrated.
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.
- Create a Smart Campaign in Marketo. For Marketo’s instructions, see Create a New Smart Campaign.
- In that campaign's Smart List, add a Campaign is Requested trigger, and set the source to Web Service API.
- 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.