how to connect your marketo account to interact
TRANSCRIPT
How To Connect Your Marketo Account to Interact
You can do it!
✦ There are a few steps involved, but if you follow the following steps, you’re Marketo account will be connected with Interact.
Step 1:
✦Navigate to the admin area of the Marketo application.
Step 2:
✦Click on the “Users & Roles” node on the left panel.
Step 3 1/2:
✦Create a new role.
Step 3 2/2:
✦ Put in your “Role Name” and select the “Access API” in the “Permissions:” section.
Step 4:✦Create an API only user and associate it with the API role
that you created in Step 3. You can do so by checking the API-Only user checkbox at the time of user creation.
Step 5:✦ A Custom service is required to uniquely identify your client
application. To create a custom application, go to the Admin->LaunchPoint screen and create a new service.
Step 6:✦Choose “Custom” service type, provide the display name, description and
the user created in Step 2.
✦We recommend using a descriptive Display Name that represents either the company or purpose of this Custom REST API Service.
Step 7 1/2:✦Now, to get the Client ID, Client Secret and REST API Endpoint
that is required after choosing Marketo as your email marketing program in the Interact quiz builder, follow the next couple steps.
Step 7 2/2:✦Click on “View Details” link on the grid to get the Client Id
and Client Secret.
✦ Your client application will be able to use the Client Id and Client Secret to generate an access token.
Step 8:
✦ The REST API Endpoint URL can be found within the Marketo Admin->Web Services panel.
Step 9:
✦Now enter the proper fields into the Interact form to connect your Marketo account.
Now you’re set!
✦ You’ll be able to select the list you want the captured leads automatically put in under the “Email” tab on the Interact quiz builder.
If you haven’t already, get started at: https://www.tryinteract.com