Marketo
Note: The Marketo integration is only available to users on the GrowSurf Business plan.
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:
GrowSurf will automatically create these new custom fields for your Marketo people.
Field Name | Data Token | Field Type | Description | Example |
GRSF Share URL |
| The participant's unique referral link | https://growsurf.com?grsf=absc123 | |
GRSF Participant ID |
| String | The participant's unique GrowSurf ID | abc123 |
GRSF Participant First Name |
| String | The participant's first name | Bob |
GRSF Participant Last Name |
| String | The participant's last name | Loblaw |
GRSF Referrer First Name |
| String | The first name of the participant's referrer (if applicable) | Gavin |
GRSF Referrer Last Name |
| String | The last name of the participant's referrer (if applicable) | Belson |
GRSF Referrer Email |
| The email address of the participant's referrer (if applicable) | ||
GRSF Total Referral Count |
| Integer | The participant's all-time referral count | 0 |
GRSF Monthly Referral Count |
| Integer | The participant's current month referral count | 19 |
GRSF Prev Monthly Referral Count |
| Integer | The participant's previous month referral count | 200 |
GRSF 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 |
| 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 |
| Integer | The participant's all-time invite count | 112 |
GRSF 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.
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).