🔧
Integrate
🎁
Automate Rewards
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:
Examples
View our Marketo tutorials to see different kinds of examples that you can copy/paste into your email templates.
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)
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!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).
Last modified 2mo ago
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