Connecting Subscriber Data-Marketo
Your subscriber data should be regularly checked, updated, and evaluated. Acquisition, health, and cultivation/stewardship efforts keep your program going strong.
Connecting Marketo
- Log in and navigate to the Settings section of your Avid platform
- Click 'Email Marketing' in the Avid AI Integration Checklist, 'Connect your Email Marketing' under Connect your Email Marketing System, or the Add button and 'System'
- Find Marketo in the listed tiles
To connect to your Marketo instance to Avid AI, you will need to follow a few steps including creating an API user and capturing the client ID and secret key.
- (Optional) whitelist Airbyte's IP address
- If you don't have IP Restriction enabled in Marketo, skip this step.
- If you have IP Restriction enabled in Marketo, you'll need to whitelist Avid AI's IP addresses which are 34.134.158.25, 35.239.30.22, 35.238.235.148, and 35.225.16.95
- Once you have the IP address, whitelist it by following the Marketo documentation for allowlisting IP addresses for API based access.
- Create an API-only Marketo User Role
- Create an Avid AI Marketo API-only user
- Create a Marketo API custom service
- Follow the Marketo documentation for creating a custom service for use with a ReST API. Make sure to follow the 'Credentials for API Access' section in the Marketo docs to generate a Client ID and Client Secret. Once generated, paste the client ID and client secret into the fields below.
- Obtain your Endpoint and Identity URLs provided by Marketo
- Follow the Marketo documentation for obtaining your base URL. Specifically, copy your Endpoint without '/rest' and paste it into the Domain URL field below.
- Click 'Save'
You've connected your instance! Invite team members to join Avid, explore benchmarks, and wait for the data to backfill (you can check back in about 24 hours). You will receive a reminder from Avid to customize any column mapping and approve default settings at that time. Connecting an email system will also allow you to push data from your CRM through segments in the Pathways menu if you have chosen to use that feature in Avid.
If you need more help, check out the screenshots below.
If you are struggling with making a connection through Marketo, please go to the support form in the navigation and reach out. If you decide that you cannot make a direct connection, please follow the link below. When should I use file uploads?