Send static audience lists to Adobe Marketo

Note

This topic contains information about configuring a destination that sends query results to Adobe Marketo using orchestrations. To configure a destination that sends audiences to Adobe Marketo using campaigns see this topic .

Adobe Marketo is marketing automation software that streamlines, automates, and measures marketing tasks and workflows. An email address must be sent to Adobe Marketo. You may also send first names, last names, company names, and phone numbers.

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.

Get details

Review the following details before configuring credentials for Adobe Marketo and before configuring Amperity to send static audience lists to Adobe Marketo.

Detail 1.

Credential settings

Client ID and client secret

Required

A client ID is a unique identifier. A client secret is a unique string. Together they are used to generate an access token that authorizes access to the Adobe Marketo REST API.

The client ID and secret are provided by custom services within Adobe Marketo.

Subdomain

Required

The subdomain in Adobe Marketo in which Amperity will manage audiences.

Configure credentials

Configure credentials for Adobe Marketo before adding a destination.

An individual with access to Adobe Marketo should use SnapPass to securely share “client ID”, “client secret”, and “subdomain” details with the individual who will configure Amperity.

To configure credentials for Adobe Marketo

Step 1.

From the Settings page, select the Credentials tab, and then click the Add credential button.

Step 2.

In the Credentials settings dialog box, do the following:

From the Plugin dropdown, select Adobe Marketo.

Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.

Step 3.

The settings that are available for a credential are determined by the credential type. For the “marketo” credential type, configure settings, and then click Save.

Client ID and client secret

Required

A client ID is a unique identifier. A client secret is a unique string. Together they are used to generate an access token that authorizes access to the Adobe Marketo REST API.

The client ID and secret are provided by custom services within Adobe Marketo.

Subdomain

Required

The subdomain in Adobe Marketo in which Amperity will manage audiences.

Add destination

Use a sandbox to configure a destination for Adobe Marketo. Before promoting your changes, send a test audience, and then verify the the results in Adobe Marketo. After the end-to-end workflow has been verified, push the destination from the sandbox to production.

To add a destination for Adobe Marketo

Step 1.

Open the Destinations page, and then click the Add destination button.

Add

To configure a destination for Adobe Marketo, do one of the following:

  1. Click the row in which Adobe Marketo is located. Destinations are listed alphabetically and you can scroll up and down the list.

  2. Search for Adobe Marketo. Start typing “adobe”. The list will filter to show only matching destinations. Select “Marketo”.

Step 2.

Select the credential for Adobe Marketo from the Credential drop-down, and then click Continue.

Tip

Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Adobe Marketo.

Step 3.

In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination.

Configure business user access

By default a destination is available to all users who have permission to view personally identifiable information (PII).

Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies.

Enable the PII setting checkbox to allow users with limited access to PII access to this destination.

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.

Step 4.

Configure the following settings, and then click “Save”.

Folder name

Required. The name of the folder in Adobe Marketo in which a program that contains the audience list is located.

Program name

The name of the program in which the audience list that is managed by Amperity is located.

List name (Required at orchestration)

Required. The name of the audience list that is managed by Amperity.

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

Step 5.

After this destination is configured, users may configure Amperity to:

  • Use orchestrations to send query results

  • Use orchestrations and campaigns to send audiences

  • Use orchestrations and campaigns to send offline events

to Adobe Marketo.