Configuring your Marketo Email Template or Snippet to work with the Insentric Email Link Appender
The Email Link Appender does not update Marketo Email Templates or Snippets automatically, but you can configure your email template or snippet to work directly with the Appender. We recommend the following process: * Review your existing template or snippet setup for links built within modules and the email co…
08-Jan-2024
Configuring Marketo Progarms to Exclude from Insentric
Not all Programs inside a Marketo instance are created equal. For example, you may have programs that track membership and progression statuses—but do not have any impact or need to be tracked by Insentric. Some examples of Programs like these include: * Programs measuring a Lead Lifecycle by progression status…
08-Jan-2024
Setting up your "Records to Update" Smart List
Insentric's connection to Marketo uses Marketo's own in-platform Smart List capabilities to understand what activities and updates are important for your organization to measure. Organizations will have different behaviors and updates that make sense to track continuously. Some common examples of these include: …
07-May-2024
Setting up your "All Records" Smart List
Insentric's connection to Marketo uses Marketo's own in-platform Smart List capabilities to understand the person records you want to look at for your organization. Organizations may have records they wish to exclude from marketing intelligence analysis but are still inside Marketo. Some common examples of these…
07-May-2024
Gathering configuration information from Marketo
This guide is meant to walk you and your IT/infosec team through setting up your Marketo instance to have the right permissions to have Insentric work—while keeping your data and systems safe. For Insentric to operate, it needs a dedicated API user created inside Marketo. Note that Marketo does not charge you for hav…
10-Jan-2024
