Send data to Adobe Marketo

Adobe Marketo is marketing automation software that streamlines, automates, and measures marketing tasks and workflows.

Note

Amperity uses the Adobe Marketo API to update the membership of audience lists in Adobe Marketo to match the membership of audience lists that are sent from Amperity. The membership of the list in Adobe Marketo will be updated to match the membership of the audience list that is sent from Amperity. Amperity will add a user when they do not exist in Adobe Marketo.

Amperity does not maintain smart lists and does not remove users from the Adobe Marketo database.

This topic describes the steps that are required to send static audience lists to Adobe Marketo from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Adobe Marketo requires the following configuration details:

Detail one.

The client ID and client secret .

Detail one.

The subdomain used with Adobe Marketo.

Detail one.

The audience name.

Note

Adobe Marketo API has the following limitations:

  • Subscriptions are allocated 50,000 API calls per day. This resets daily at 12:00 AM, Central Standard Time.

  • API access is rate limited to 100 calls per 20 seconds, with up to 10 concurrent API calls.

You may experience these rate limits when sending very large audience lists.

It is possible for Adobe Marketo to have multiple audience lists with duplicate names. If the Adobe Marketo API returns more than one audience list, Amperity will update the first audience list in that list.

Add destination

Configure Amperity to send static audience lists directly to Adobe Marketo.

To add a destination

Step 1.

Open the Destinations tab to configure a destination for Adobe Marketo. Click the Add Destination button to open the Destination dialog box.

Name, description, choose plugin.

Enter a name for the destination and provide a description. For example: “Adobe Marketo” and “This sends static audience lists to Adobe Marketo”.

From the Plugin drop-down, start typing “ado” to filter the list, and then select Adobe Marketo.

Step 2.

Credentials allow Amperity to connect to Adobe Marketo.

The credential type is set automatically. You may use an existing credential or you may add a new one.

Choose an existing credential or add credential.

Select an existing credential from the Credential drop-down.

– or –

Select Create a new credential from the Credential drop-down. This opens the Credential dialog box.

Choose an existing credential or add credential.

Enter the name for the credential, and then add a description.

Adobe Marketo has the following settings:

When finished, click Save.

Step 3.

Each destination has settings that define how Amperity will deliver data to Adobe Marketo. These settings are listed under the Settings section of the Destination dialog box.

Settings for Adobe Marketo.
Step 4.

Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them.

Business users – including users assigned to the DataGrid Operator policy – may have restricted access to PII.

What is restricted access to PII?

Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow.

You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options:

Allow business users access to this destination.

Note

To allow business users to use this destination with campaigns, you must enable the Available to campaigns option within the data template. This allows users to send campaign results from Amperity to Adobe Marketo.

The other two settings may be configured within the data template instead of the destination.

Step 5.

Review all settings, and then click Save.

Save the destination.

Important

You must configure a data template for this destination before you can send data to Adobe Marketo.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

To add a data template

Step 1.

From the Destinations tab, open the menu for a destination that is configured for Adobe Marketo, and then select Add data template.

This opens the Add Data Template dialog box.

Step 1

Enter the name of the data template and a description. For example: “Adobe Marketo” and “Send static audience lists to Adobe Marketo.”.

Step 2.

Verify business user access to queries and orchestrations and access to segments and campaigns.

A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data.

Step 2.

If business user access was not configured as part of the destination, you may configure access from the data template.

Important

To allow business users to use this destination with campaigns, you must enable the Available to campaigns option. This allows users to send campaign results from Amperity to Adobe Marketo.

If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.

Step 3.

Verify all configuration settings.

Important

Specify the list and folder names as they are defined in Adobe Marketo. This is the list, and then folder names, to which Amperity will send audience list updates.

Verify settings for the data template.

Note

When the settings required by Adobe Marketo were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.

Step 4.

Review all settings, and then click Save.

Save the data template.

After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaigns to Adobe Marketo.