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  • Sync with Marketo
  • Examples
  • Custom Fields
  • Troubleshooting Tips

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  1. Integrations

Marketo

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

Last updated 3 months ago

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

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.

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 (you will need to enter this information into GrowSurf 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 (you will need to enter this information into GrowSurf later). Reference the screenshot below:

Need help?

If you run into any issues during this setup phase, please see Marketo's Custom Services documentation or reach out to GrowSurf support for assistance .

Step 1: In Campaign Editor > 4. Options > Integrations, open the Marketo integration card and enter your . Next, enter the .

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. 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

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

https://growsurf.com?grsf=absc123

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)

gavin.belson@hoolie.io

GrowSurf Total Referral Count

{{lead.GrowSurf Total Referral Count}}

Integer

The participant's all-time referral count

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

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

GrowSurf Next Monthly Milestone

{{lead.GrowSurf Next Monthly Milestone}}

String

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 Referral Status can be the following: CREDIT_PENDING (This participant must still trigger a referral for their referrer to receive referral credit), CREDIT_AWARDED (This participant triggered a referral and their referrer received referral credit), CREDIT_EXPIRED (This participant did not trigger the referral credit within the referral credit expiration window so their referrer did not receive referral credit).

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).

to see different kinds of examples that you can copy/paste into your email templates.

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

The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. S)

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 to reconnect.

View our Marketo tutorials
Learn more about how to personalize Marketo emails here.
this page
See an example here
ee an example here
here
here
client ID and client secret
REST API Endpoint URL and Identity URL
Click here