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
Log in to your Chamaileon account.
Navigate to the Workspace settings and select the "Integrations" tab.
Choose "Marketo" from the list of available integrations.
Step 2: Obtain Credentials and Configure User Permissions in Marketo
Log in to your Marketo account.
Navigate to the API settings or integration section (the specific location may vary depending on the platform).
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.
Copy the credentials and return to Chamaileon.
Step 3: Authorize Marketo with Chamaileon
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.
Name the integration variation
Enter the Client ID, Client Secret, Endpoint URL, and Identity URL you obtained from Marketo to complete the authorization.
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.
Be aware! Marketo's API does not handle emojis in the email design/content, you cannot synchronize emails with emojis.
Testing the Integration
To test the integration, try syncing a sample email template from Chamaileon to Marketo.
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
To safely disconnect or remove the Marketo integration, go to the “Integrations” section in Chamaileon Workspace settings.
Click on the Marketo card, select the desired variation, and click the red "Delete Variation" button.
Remember to remove access/authorization credentials from your Marketo account as well.
Sync Email Designs with Marketo
From the email dashboard, click the "Sync" button in the email's menu.
Choose "Marketo" from the options list.
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.
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.
Using Merge Tags (Tokens/Variables) for Marketo in Chamaileon
To personalize your emails when syncing them to Marketo, you can add merge tags—also referred to as tokens or variables in Marketo. These are placeholders that get dynamically replaced with recipient-specific data (like first name, company name, or custom program tokens) when the email is sent through Marketo.
How Merge Tags Work in Chamaileon
Chamaileon doesn’t interpret or replace merge tags—it simply passes them through as part of your email's content. That means you can write any valid Marketo token directly into your email, and it will be preserved during the sync process.
For example:
cssCopyEditHi {{lead.FirstName}}, Your company {{company.CompanyName}} has access to exclusive content!When the email is sent via a Marketo campaign, these tokens will be replaced with the actual data from each lead or program.
Inserting Merge Tags in Chamaileon
You can either add them manually into any text block in your Chamaileon email. OR set up Merge tags to use permanently within your Workspace settings / Merge Tags
Use the exact Marketo syntax:
{{lead.FirstName}},{{company.CompanyName}},{{my.EventDate}}, etc.Tokens will appear as plain text inside the email builder but will function correctly once delivered by Marketo.
ℹ️ Note: Do not insert merge tags inside image alt text, links, or buttons, as this can cause rendering issues in some email clients.
Testing and Best Practices
Preview and test your email in Marketo after syncing from Chamaileon to ensure tokens resolve as expected.
Use default values in your tokens (e.g.,
{{lead.FirstName:default=there}}) to avoid blank outputs.Keep your tokens short and clear for easier readability during the editing process.
Example Use Cases
Purpose | Example Merge Tag |
Personal greeting |
|
Company name |
|
Custom program value |
|
By using merge tags correctly in Chamaileon, you can fully leverage Marketo’s personalization features—without sacrificing visual design flexibility.
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.