> For the complete documentation index, see [llms.txt](https://docs.growsurf.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.growsurf.com/integrations/marketo.md).
# Marketo
Update/Add Marketo people with their unique share link and referrer information.
## Sync with Marketo
Before you connect GrowSurf to Marketo, create a Custom Service in your Marketo account. Click here to view step-by-step instructions.
Open up your Marketo account, then navigate to *Admin > Security > Users & Roles > Roles > Create New Role*. Then enter in the following information (reference the screenshot below):
* **Role Name**: GrowSurf
* **Description**: API Role specifically made for the GrowSurf Marketo integration.
* **Permissions**: Access API (35 of 35)
Then navigate to *Admin > Security > Users & Roles > Users > Invite New User*. Then enter in the following information (reference the screenshot below):
* **Email**: `growsurf@yourcompany.com` (this can be replaced with any email address of your choosing)
* **First Name**: GrowSurf
* **Last Name**: Integration
* **Reason:** The Marketo user that will be used for the GrowSurf Marketo integration
Then click the Next button. In *Step 2: Permissions*, set the following fields (reference the screenshot below):
* **Roles:** GrowSurf
* **API Only**: Enable this checkbox
Then click the Next button. In *Step 3: Message*, click the Send button (reference the screenshot below).
Once you've added the new user, it's time to set up the custom service. Navigate to *Admin > Integration > LaunchPoint > New Service.* Then enter in the following information (reference the screenshot below):
* **Display Name**: GrowSurf
* **Service**: Custom
* **Description**: Service for the GrowSurf Marketo integration
* **API Only User**: `growsurf@yourcompany.com` (this should be the user that you set from the previous steps)
Then click Create. Your service should now be available to view. Click on GrowSurf and write down the *Client ID* and *Client Secret* for later. Reference the screenshot below:
Lastly, navigate to *Admin > Integration > Web Services.* Scroll to the REST API section and write down both URLs for *Endpoint* and *Identity*. Reference the screenshot below:
**Need help?**
If you run into any issues during this setup phase, please see Marketo's Custom Services documentation [here](https://developers.marketo.com/rest-api/custom-services/) or reach out to GrowSurf support for assistance [here](https://app.growsurf.com/settings#contact_support).
**Step 1:** In *Program Editor > 4. Options > Integrations*, open the Marketo integration card and enter your [client ID and client secret](https://developers.marketo.com/rest-api/authentication/). Next, enter the [REST API Endpoint URL and Identity URL](https://developers.marketo.com/rest-api/base-url/).
{% hint style="info" %}
Connect Marketo before importing participants. If participants are already in your program, follow [these ESP sync options](https://support.growsurf.com/article/385-how-can-i-sync-my-growsurf-participants-to-my-esp) to send their GrowSurf data to Marketo.
{% endhint %}
**Step 2:** Once connected, GrowSurf will add/update your Marketo people every time a new participant is added or referred to your referral or affiliate program.
**Step 3:** You should now see a screen that looks like the one below:
## Examples
[View our Marketo tutorials](https://docs.growsurf.com/additional-integrations/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** |
| -------------------------------------------- | --------------------------------------------------- | -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------- |
| **GrowSurf Share URL** | `{{lead.GrowSurf Share URL}}` | Email | The participant's unique referral link | |
| **GrowSurf Participant ID** | `{{lead.GrowSurf Participant ID}}` | String | The participant's unique GrowSurf ID | abc123 |
| **GrowSurf Referral Status** | `{{lead.GrowSurf Referral Status}}` | String | The referral status of the participant\* | `CREDIT_PENDING` |
| **GrowSurf Participant First Name** | `{{lead.GrowSurf First Name}}` | String | The participant's first name | Bob |
| **GrowSurf Participant Last Name** | `{{lead.GrowSurf Participant Last Name}}` | String | The participant's last name | Loblaw |
| **GrowSurf Referrer First Name** | `{{lead.GrowSurf Referrer First Name}}` | String | The first name of the participant's referrer (if applicable) | Gavin |
| **GrowSurf Referrer Last Name** | `{{lead.GrowSurf Referrer Last Name}}` | String | The last name of the participant's referrer (if applicable) | Belson |
| **GrowSurf Referrer Email** | `{{lead.GrowSurf Referrer Email}}` | Email | The email address of the participant's referrer (if applicable) | |
| **GrowSurf Total Referral Count** | `{{lead.GrowSurf Total Referral Count}}` | Integer | The participant's all-time referral count | 0 |
| **GrowSurf Lead Count** | `{{lead.GrowSurf Lead Count}}` | Integer | The participant's current lead count (pending referrals that have not converted yet) | 0 |
| **GrowSurf Monthly Referral Count** | `{{lead.GrowSurf Monthly Referral Count}}` | Integer | The participant's current month referral count | 19 |
| **GrowSurf Previous Monthly Referral Count** | `{{lead.GrowSurf Previous Monthly Referral Count}}` | Integer | The participant's previous month referral count | 200 |
| **GrowSurf Next Milestone** | `{{lead.GrowSurf Next Milestone}}` | String | The text for the next/upcoming milestone reward (only applies to milestone rewards. [See an example here](https://docs.growsurf.com/developer-tools/embeddable-elements#embedded-next-milestone)) | You are only 2 referrals away from winning a free t-shirt! |
| **GrowSurf Next Monthly Milestone** | `{{lead.GrowSurf Next Monthly Milestone}}` | String | The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. S[ee an example here](https://docs.growsurf.com/developer-tools/embeddable-elements#embedded-next-milestone)) | You are only 2 referrals away from winning a free t-shirt! |
| **GrowSurf Total Invite Count** | `{{lead.GrowSurf Total Invite Count}}` | Integer | The participant's all-time invite count | 112 |
| **GrowSurf Total Impression Count** | `{{lead.GrowSurf Total Impression Count}}` | Integer | The participant's all-time impression count | 150 |
| **GrowSurf Language** | `{{lead.GrowSurf Language}}` | String | The participant's program language (ISO code such as es or pt-BR) | es |
\**GrowSurf Referral Status* can have one of these values:
* `CREDIT_PENDING`: The participant must trigger a referral before their referrer receives credit.
* `CREDIT_AWARDED`: The participant triggered a referral, and their referrer received credit.
* `CREDIT_EXPIRED`: The participant did not trigger a referral before the referral credit expired.
You can use these merge tags in your Marketo email templates. For example, use `{{lead.GrowSurf Share URL}}` to add each participant's unique referral link.
[Learn more about how to personalize Marketo emails here.](https://docs.marketo.com/display/public/DOCS/Personalize+an+Email)
## **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:**
* Check the participant's activity logs. GrowSurf retries failed syncs for up to 7 days.
* There may be an issue with your Marketo permissions when the new Marketo Custom Service was created with the *API Role*. Disconnect the Marketo integration within GrowSurf, redo the Custom Service steps at the top of [this page](https://docs.growsurf.com/integrations/marketo#sync-with-marketo), then reconnect.
---
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