Marketo

Update/Add Marketo people with their unique share link and referrer information.

Note: The Marketo integration is only available to users on the GrowSurf Business plan.

Sync with Marketo

Step 1: In Campaign Editor > 4. Options > Integrations, open the Marketo integration card and enter your client ID and client secret. Next, enter the REST API Endpoint URL and Identity URL.

Step 2: Once connected, GrowSurf will add/update your Marketo people every time a new participant is added or referred to your referral campaign.

Step 3: You should now see a screen that looks like the one below:

Custom Fields

GrowSurf will automatically create these new custom fields for your Marketo people.

Field Name

Data Token

Field Type

Description

Example

GRSF Share URL

{{lead.GrowSurf Share URL}}

Email

The participant's unique referral link

https://growsurf.com?grsf=absc123

GRSF Participant ID

{{lead.GrowSurf Participant ID}}

String

The participant's unique GrowSurf ID

abc123

GRSF Participant First Name

{{lead.GrowSurf First Name}

String

The participant's first name

Bob

GRSF Participant Last Name

{{lead.GrowSurf Participant Last Name}}

String

The participant's last name

Loblaw

GRSF Referrer First Name

{{lead.GrowSurf Referrer First Name}}

String

The first name of the participant's referrer (if applicable)

Gavin

GRSF Referrer Last Name

{{lead.GrowSurf Referrer Last Name}}

String

The last name of the participant's referrer (if applicable)

Belson

GRSF Referrer Email

{{lead.GrowSurf Referrer Email}}

Email

The email address of the participant's referrer (if applicable)

[email protected]

GRSF Total Referral Count

{{lead.GrowSurf Total Referral Count}}

Integer

The participant's all-time referral count

0

GRSF Monthly Referral Count

{{lead.GrowSurf Monthly Referral Count}}

Integer

The participant's current month referral count

19

GRSF Prev Monthly Referral Count

{{lead.GrowSurf Prev Monthly Referral Count}}

Integer

The participant's previous month referral count

200

GRSF Next Milestone

{{lead.GrowSurf Next Milestone}}

String

The text for the next/upcoming milestone reward (only applies to milestone rewards. See an example here)

You are only 2 referrals away from winning a free t-shirt!

GRSF Next Monthly Milestone

{{lead.GrowSurf Next Monthly Milestone}}

String

The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See an example here)

You are only 2 referrals away from winning a free t-shirt!

GRSF Total Invite Count

{{lead.GrowSurf Total Invite Count}}

Integer

The participant's all-time invite count

112

GRSF Total Impression Count

{{lead.GrowSurf Total Impression Count}}

Integer

The participant's all-time impression count

150

You can use these merge tags in your Marketo email templates. Whether you launch a new marketing campaign or have an automated drip campaign going on, make sure to always include {{lead.GrowSurf Share URL}}in your emails to provoke your people to make referrals!

Learn more about how to personalize Marketo emails here.

Troubleshooting Tips

  • If the new participant isn't being added to Marketo, or if they are being added but their unique referral link isn't being synced to Marketo:

    • Activity logs will denote if a participant was added to Marketo or if they failed to be added. (In the case of failure, GrowSurf will re-attempt to add them for 7 days).