how to connect your marketo account to interact

14
How To Connect Your Marketo Account to Interact

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Post on 14-Apr-2017

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Page 1: How to Connect Your Marketo Account to Interact

How To Connect Your Marketo Account to Interact

Page 2: 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.

Page 3: How to Connect Your Marketo Account to Interact

Step 1:

✦Navigate to the admin area of the Marketo application.

Page 4: How to Connect Your Marketo Account to Interact

Step 2:

✦Click on the “Users & Roles” node on the left panel.

Page 5: How to Connect Your Marketo Account to Interact

Step 3 1/2:

✦Create a new role.

Page 6: How to Connect Your Marketo Account to Interact

Step 3 2/2:

✦ Put in your “Role Name” and select the “Access API” in the “Permissions:” section.

Page 7: How to Connect Your Marketo Account to Interact

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.

Page 8: How to Connect Your Marketo Account to Interact

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.

Page 9: How to Connect Your Marketo Account to Interact

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.

Page 10: How to Connect Your Marketo Account to Interact

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.

Page 11: How to Connect Your Marketo Account to Interact

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.

Page 12: How to Connect Your Marketo Account to Interact

Step 8:

✦ The REST API Endpoint URL can be found within the Marketo Admin->Web Services panel.

Page 13: How to Connect Your Marketo Account to Interact

Step 9:

✦Now enter the proper fields into the Interact form to connect your Marketo account.

Page 14: How to Connect Your Marketo Account to Interact

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