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How to integrate and sync my emails with Marketo?

Learn how to integrate and sync your emails with Marketo

Gergely Nagy avatar
Written by Gergely Nagy
Updated over a week ago

Introduction

Connecting Marketo with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs and content.

Through this integration, email templates in Chamaileon will be directly linked to a Marketo campaign or template.

Each time the design or content is updated in Chamaileon and the Sync button is pressed, the campaign or template will automatically update in Marketo.

This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.

Prerequisites

Before you begin the process, make sure you have:

  • An active Chamaileon account with Administrator or Content Manager access.

  • Access to your Marketo account with the necessary permissions (e.g., Admin or API access).

  • The following Marketo credentials, which you will obtain during the integration setup:

    • Client ID

    • Client Secret

    • Endpoint URL

    • Identity URL

Step-by-Step Integration Setup Process

Step 1: Access Integration Settings in Chamaileon

  1. Log in to your Chamaileon account.

  2. Navigate to the Workspace settings and select the "Integrations" tab.

  3. Choose "Marketo" from the list of available integrations.

Step 2: Obtain Credentials and Configure User Permissions in Marketo

  1. Log in to your Marketo account.

  2. Navigate to the API settings or integration section (the specific location may vary depending on the platform).

  3. Generate or locate the following credentials required for the integration:

    • Client ID

    • Client Secret

    • Endpoint URL

    • Identity URL

    • Note: Ensure you have the correct user permissions to access these credentials.

  4. Copy the credentials and return to Chamaileon.

Step 3: Authorize Marketo with Chamaileon

  1. In the Chamaileon integration setup for Marketo, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple Marketo accounts.

  2. Name the integration variation

  3. Enter the Client ID, Client Secret, Endpoint URL, and Identity URL you obtained from Marketo to complete the authorization.

  4. Click “Save.”

Data Sync Details

The integration will sync the following data between Chamaileon and Marketo:

  • Subject: The email's subject line.

  • Preview Text: The preview text displayed in the recipient's inbox.

  • Sync Type: Choose between "Template" or "Campaign" for the sync.

  • Name: The name of the email campaign or template.

  • Program: The specific program in Marketo to which the email will be associated.

  • Description: A brief description of the campaign or template.

Testing the Integration

  1. To test the integration, try syncing a sample email template from Chamaileon to Marketo.

  2. Check your Marketo account to verify that the campaign or template has been successfully imported.

    • If the export is successful, you’re all set!

Handling API Limits and Security Considerations

  • API Limits: Marketo may impose API call limits. Refer to Marketo’s documentation to ensure you stay within these limits.

  • Security: Keep your Client ID, Client Secret, Endpoint URL, and Identity URL secure and do not share them. If you suspect they have been compromised, regenerate the credentials in your Marketo account.

Troubleshooting and Known Limitations

  • Common Issues:

    • If the connection fails, double-check that the Client ID, Client Secret, Endpoint URL, and Identity URL are correctly copied and have the necessary permissions.

    • Ensure that your Marketo account has the correct access level for integration.

  • Known Limitations:

    • This integration supports syncing only email templates and campaigns.

    • Supported file types and character limits depend on Marketo’s specifications.

  • Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs or expired credentials.

Disconnecting or Removing the Integration

  1. To safely disconnect or remove the Marketo integration, go to the “Integrations” section in Chamaileon Workspace settings.

  2. Click on the Marketo card, select the desired variation, and click the red "Delete Variation" button.

  3. Remember to remove access/authorization credentials from your Marketo account as well.

Sync Email Designs with Marketo

  1. From the email dashboard, click the "Sync" button in the email's menu.

  2. Choose "Marketo" from the options list.

  3. Data Sync Details

    The integration will sync the following data between Chamaileon and Marketo:

    • Subject: The email's subject line.

    • Preview Text: The preview text displayed in the recipient's inbox.

    • Sync Type: Choose between "Template" or "Campaign" for the sync.

    • Name: The name of the email campaign or template.

    • Program: The specific program in Marketo to which the email will be associated.

    • Description: A brief description of the campaign or template.

  4. Customize your email campaign's settings, such as the subject line, preview text, sync type (template or campaign), name, program, and description before clicking "Sync."

Attention!

  • Never edit the code directly in Marketo, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.

  • Syncing one template to multiple Marketo accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.

Conclusion

You have now successfully integrated Marketo with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.

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