HOW TO
- Connect Marketo to Databox
- Access pre-built Marketo Templates
- Build a Databoard using Marketo data
- Additional Information
How to connect Marketo to Databox
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- What’s the maximum amount of historical data initially available when you use a new Marketo Metric in Databox?
- What time zone does Marketo data sync in?
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
- Navigate to Databoards > Public Templates
- In the Data Source drop-down list, select Marketo
- To view a preview of the Template populated with dummy data, click Preview
- To pull the Template into your Account and re-populate it with your own Marketo data, click Use Template
- 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 |
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Marketo Activity dashboard gives you an overview of all the activities you have completed in Marketo, with a focus on email.
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Marketo Email Marketing dashboard gives you a high-level overview of your email marketing funnel.
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How to build a Databoard using Marketo data
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Popular Marketo Metrics
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Total Activities |
Emails Opened |
Activity Summary |
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View a full list of Marketo Metrics available in Databox here.
How to build a Databoard
- Navigate to Databoards > + New Databoard > Start Blank
- Click on the Metric Library icon on the left-hand side of the Designer.
- Select the appropriate Marketo Account from the Data Source drop-down list in the Metric Library.
- View the list of pre-built Marketo Datablocks in the Metric Library. Drag and drop your selected Datablock onto your Databoard.
- If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon.
- View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard.
- Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer.
- In the Metrics drop-down, click Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
- 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
- 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.
Which Marketo campaigns are available to connect to Databox?
Due to the issue with long response time from Marketo API when filtering is applied, Databox applies pagination (breaking up a large set of data into smaller, more manageable chunks or pages when retrieving data from a server) to obtaining data from Marketo.
Due to long response time on the API, the list of campaigns that get displayed when connecting Marketo to Databox is limited to two pages of the API response.
Campaign data is sorted by the updated time, so recent updates will appear on the list. The list of campaigns that are available to connect includes campaign IDs, and only active campaigns are displayed.
Occasionally a timeout might still occur during the connection process, meaning the connection flow stops and a red error message might pop up in the bottom left corner. This occurs when all data is not received in the expected timeframe from the Marketo API. If this occurs, the only solution is to retry connecting the Data Source.
If you wish to connect a campaign that is not on the list of available campaigns, first connect a random campaign and then contact Databox support to manually connect the desired campaign.