🔧
Integrate
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 paid plan.
Sync with Marketo
Before you can connect GrowSurf to Marketo, you will first need to create a new Custom Service for your Marketo account. Click here to view step-by-step instructions.
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.
IMPORTANT: Because the GrowSurf data sync to Marketo only occurs after you have connected with the integration, it is imperative to connect with the integration BEFORE importing participants.
Click here to see remedy options if you have already imported participants into your campaign but would like to sync their GrowSurf data to Marketo.
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).
- It is possible there could be an issue with your Marketo permissions when the new Marketo Custom Service was created with the API Role. Please disconnect the Marketo integration within GrowSurf, and follow the steps outlined in the Important section at the beginning of this page to reconnect.
Last modified 1mo ago
Copy link