When you integrate Marketo with Mutiny, you can create segments based on Marketo attributes and dynamically insert Marketo variables into your experiences. This integration will also help with your visitor identification.
Setting up your API-only user
First, we'll need to set up a new role and user in Marketo.
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Log in to your Marketo instance as an admin and navigate to the "Admin" menu.
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Click on "Users & Roles" and then click "New Role" under the "Roles" tab.
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Type “Mutiny Role” for Role Name and assign “Access API group” for permissions. Click "Create".
- Go back to the "Users" tab and click "Invite New User". Fill out the following fields:
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Email: mutiny+<your company name>@mutinyhq.com
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First Name: Mutiny
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Last Name: User
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Roles and Workspaces: Mutiny Role (created above)
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Make sure to check “API Only”
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- Send the invitation.
Create a custom service for an authentication token
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Go back to the Admin menu and click on LaunchPoint from the left hand pane. Click "New Service".
- Fill out the following fields:
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Display Name: Mutiny Service
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Service: Custom
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Description: This service is for Mutiny
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API Only User: mutiny+<your company name>@mutinyhq.com
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- Create the service and click "View Details". Take note of your "Client ID" and "Client Secret" - you'll need to enter these in Mutiny to complete the integration.
- Go back to the "Admin" menu and click "Web Services". Find the Endpoint in the REST API box and take note of it - you'll need to enter this in Mutiny to complete the integration.
Activate the integration in Mutiny
Once you've configured the above settings in Marketo, navigate back to the Mutiny app.
- Navigate to https://app.mutinyhq.com/integrations.
- Click on the Marketo integration card.
- Enter your Client ID, Client Secret and Endpoint URL.
- Select whichever attributes you want to use to segment and personalize in Mutiny. You can add additional columns by clicking the "Map another Marketo column" button at the bottom. When you are finished with your selection, click "Map columns." You can come back and edit these selections at any time.
Next Steps
Once you've set up your Marketo integration, the fields you mapped over will be available in the segment creator. Check out this article to learn how to build your segment!
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