Marketo

Estimated reading time: 4 min

Marketo’s marketing automation software helps marketers engage customers and prospects.

In this article, you’ll find the answers to the following questions:

Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Marketo with one of the following ways:

  1. Scroll down and select Marketo from the list of Integrations.
  2. Use search to find Marketo from the list of Integrations.
  3. Choose Marketo using All dropdown list > E-Commerce.

You’ll see the Integration settings dialog window. You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Leave this page open for now – we’ll need it to complete the setup. 

Open Marketo in the other browser tab and log into your account.

Marketo allows you to describe and define what data Slemma will have access to. Before Slemma can start using the REST APIs, a Marketo administrator will need to create a Custom Service and associate that service with a single API-Only user. Please read this guide to learn how to create a Custom Service.

Once Custom Service is ready, to find your Client ID and Client Secret, navigate to the Admin area of the Marketo application and select LaunchPoint from the left panel. Click on View Details link on the grid.

Copy the Client Id and Client Secret and paste them into Slemma’s Integration settings window.

Then switch to the Web Services tab and copy the REST API > Identity address (without the last /identity part).

Insert your REST API to the Integration settings window and click OK.

After authorization, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Marketo integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt datasets that are not editable.

Click dataset’s name for a description of each dataset.

This data source contains information about your activities such as the associated lead and the activity type.

Dimensions

  1. Campaigns – The name of the campaign associated with the activity
  2. Program – The name of the program associated with the lead
  3. Program type – The type of the program
  4. Program status – The status of the program
  5. Program workspace – The workspace of the program
  6. Channel – The name of the channel associated with the program
  7. Leads – The full name and email address of the lead associated with the activity
  8. Source – The lead source of the lead
  9. City – The city of the lead
  10. Country – The country of the lead
  11. Status – The lead status of the lead
  12. Gender – The gender of the lead
  13. Unsubscribed – “True” If the lead unsubscribed
  14. Priority – The priority of the lead
  15. Date – Date of the activity
  16. Activity Type – The type of the activity

Measures

  1. Lead (Distinct count) – The number of unique leads
  2. Annual Revenue – The annual revenue for lead
  3. Score – The score of the lead
  4. Rating – The rating of the lead
  5. Relative Score – The relative score of the lead
  6. Activities Count – Activities Count

Templates

  1. Activities Breakout by Month over the last 6 months – View number of the activities by program over the last 30 days.
  2. Number Leads by Country – Track the number of leads from different countries of all time.
  3. Number of Leads by Program – View a bar chart showing the total of leads by program of all time.
  4. Number of Leads by Source – Compare the number of leads by source of all time.
  5. Number of Leads by Status – Compare the number of leads by status of all time.
  6. Subscribed vs. Unsubscribed Leads – Track the total number of leads. See the value of subscribed vs. unsubscribed leads.
  7. Top 10 Cities by Number of Activities over the last 30 days – See in what cities users make the most activities over the last 30 days.
  8. Top 10 Countries by Number of Activities over the last 30 days – See in what countries users make the most activities over the last 30 days.
  9. Top 10 Leads by Number of Activities over the last 30 days – See who your most active leads over last 30 days.
  10. Top 20 Leads by Score – View your top twenty leads by average score of all time.

This data source contains information about all the errors of users and a count of each error type they have encountered in the past 7 days.

Dimensions

  1. Date – Date of the collected calls
  2. Error code – The error code of the error

Measures

  1. Error code (Distinct count) – The number of errors with unique error codes
  2. Errors count – Number of calls made in the time period

Templates

  • Number of Errors over time – View a bar chart showing the total number of errors over time.

Creating a Chart

Click a dataset or integration and select Create dashboard/Create saved chart/Create presentation to start building a chart (please note that presentations are available starting from the Standard Plan).

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).
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