Marketo’s marketing automation software helps marketers engage customers and prospects.
- How to connect my Marketo account with Slemma?
- How to get data from Marketo?
- How to create a chart on Marketo data?
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:
- Scroll down and select Marketo from the list of Integrations.
- Use search to find Marketo from the list of Integrations.
- 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.
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 Measures Templates 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 Measures Templates
This data source contains information about your activities such as the associated lead and the activity type.
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.
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).