Guide: Using Marketo with Databox

HOW TO

How to connect Marketo to Databox

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How to connect Marketo to Databox

To connect a Marketo Account in Databox, go to  Data Manager > + New connection. Type Marketo in the search bar and click on the green Connect button. Next, click the green Connect now button.

This will open the  Authorization window, which is where you will be prompted to enter your Marketo login credentials and authorize the Databox app.

Enter your  REST API Endpoint. You can find your REST API Endpoint in your Marketo account under Account > Admin > Integration > Web services.

Enter your Client ID and Client Secret. You can find your Client ID and Client Secret under Account > Admin > Integration > LaunchPoint. If there is no Client ID and Secret available, just click the New button in your Marketo account

Click on  Activate to authorize the Databox app.

What Marketo permissions do you need to connect to Databox?

In order to access data from the Marketo API, you will need to create a user with "RestApi User" role. If you try to connect with a user that only has an admin role, data will not sync between Marketo and Databox.

If you did not have the appropriate permissions when you initially connected your Marketo Data Source, you will need to reconnect the Marketo Data Source once your permissions have been updated. 

For more information on how to create a user and assign a role, learn more here.

What's the maximum amount of historical data initially available when you use a new Marketo Metric in Databox?

When you connect a new Marketo Data Source to Databox, no historical data is initially synced. Data is synced for the Metrics that are being used in your Account, so when you first use a new Marketo Metric, data will start to sync. 

Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.    

What time zone does Marketo data sync in? 

Marketo data is synced in UTC.

How to access pre-built Marketo Templates

1
 Navigate to Databoards > Public Templates
2
 In the Data Source drop-down list, select Marketo
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Marketo data, click Use Template
5
 Select the appropriate Marketo Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Marketo Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Marketo Templates

Marketo: Activity Marketo Email Marketing 

Marketo Activity dashboard gives you an overview of all the activities you have completed in Marketo, with a focus on email. 
Marketo Email Marketing dashboard gives you a high-level overview of your email marketing funnel.

How to build a Databoard using Marketo data

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Popular Marketo Metrics

Total Activities 

 Emails Opened

Activity Summary

View a full list of Marketo Metrics available in Databox here.

How to build a Databoard

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Metric Library icon on the left-hand side of the Designer
3
 Select the appropriate Marketo Account from the Data Source drop-down list in the Metric Library
4
 View the list of pre-built Marketo Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
8
 In the  Metrics drop-down, click  Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
9
 In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock and it will populate with the corresponding data 
 
10
 Complete steps 4-9 until your Databoard is complete

Additional Information

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Metric Considerations

  • Due to technical limitations, you will only be able to view the latest 300 Campaigns in Databox.

To connect a specific campaign outside the 300 campaigns you can view, please contact our Support Team via live chat or at help@databox.com.


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