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Comparing Score fields in Marketo Email Scripting

September 14, 2015 | by

Note: This is a guest post by Cathal Moran. Cathal is a Solutions Consultant, working out of Marketo’s EMEA Office in Dublin, Ireland. Comparing Score fields Many Marketo customers, particularly those focused on cross-selling, have multiple score fields and this is often used to measure a lead’s interest in a particular product /area. Imagine I … Continue reading “Comparing Score fields in Marketo Email Scripting”

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How to Specify Lead Partitions Using the REST API

September 4, 2015 | by

Lead Partitioning Marketo Lead Partitions provide a convenient way to isolate leads.  Partitions can allow different marketing groups within your organization to share a single Marketo instance.  For more information, see Understanding Workspaces and Lead Partitions. Suppose that you are using lead partitions and creating leads programmatically using the Marketo REST API.  How do you ensure … Continue reading “How to Specify Lead Partitions Using the REST API”

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Best Practices for API Users and Custom Services

August 28, 2015 | by

Marketo’s REST APIs use custom services for authentication and each of these services is owned by an API-only Marketo user. The capabilities of each custom service are determined by the permissions of each role assigned to that user. Marketo allows for an unlimited number of users and custom services per account, so there’s no reason … Continue reading “Best Practices for API Users and Custom Services”

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Add SalesPerson Data to Marketo

August 21, 2015 | by

With the new SalesPerson APIs, you can freely associate Marketo leads to SalesPerson records in instances without a native CRM integration. This allows usage of {{lead.Lead Owner Email Address}} and related fields and tokens within Marketo. Creating SalesPerson records In order to associate leads to SalesPerson records, we first need to input our SalesPerson records … Continue reading “Add SalesPerson Data to Marketo”

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Create and Associate Leads, Companies, and Opportunities with the Marketo REST API

August 7, 2015 | by

In order to take full advantage of Marketo analytics it is crucial to build out correct and robust associations between your lead, company and opportunity records.  When you are not leveraging a native CRM-sync, building these relationships can pose some difficulties, so today we’ll walk through building them. Object Relationships In Marketo, there are a few … Continue reading “Create and Associate Leads, Companies, and Opportunities with the Marketo REST API”

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Sending Transactional Emails with the Marketo REST API: Part 2, Custom Content

July 24, 2015 | by

Last time, we took a look at triggering transactional emails from outside of Marketo.  This week we’ll be looking at how to pass dynamic content to our emails via the Request Campaign API call.  Request Campaign not only allows the triggering of emails externally, but you can  also replace the content of My Tokens within … Continue reading “Sending Transactional Emails with the Marketo REST API: Part 2, Custom Content”

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July 2015 Release Updates

July 17, 2015 | by

REST API Sales Person API New sales person endpoints have been introduced that allow you to programmatically list, describe, and CRUD the data residing within a Marketo sales person object.  In addition, a sales person can be assigned to a lead, opportunity, or company.  This is done by specifying an “externalSalesPersonId” attribute when calling the Create/Update/Upsert … Continue reading “July 2015 Release Updates”

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