Using Curata with Marketo

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Elijah Horn
8 years ago
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1 Why use Curata with Marketo? Using Curata with Marketo If you are both a customer of Curata and Marketo, you can greatly benefit from using both systems together. Here s a list of reasons why you may choose to do so: Reduced costs. For high volume sends, rather than paying for both Curata s and Marketo s delivery charges, you can instead deliver your s solely through Marketo. Complete Lead Activity Tracking. Prior to this integration, it was only possible to track lead activities on your blog or site containing curated content, but not content that was sent through newsletters. With the new integration, you can not only record how leads are consuming curated content on your site, but also via newsletters as well. Enhanced Lead Scoring. Because you can now track lead activities on s as well, you can now assign lead scores associated with activities. For example, you can increase a lead s score if they open your curated newsletter every day. Unified Lead Database. Rather than managing two subscription and out out lists, across both Curata and Marketo, you now will need to manage leads only in Marketo, and not worry about the hassles of list synchronization. More Engaging Lead Nurturing. You can improve your prospect s engagement with lead nurturing campaigns by introducing curated content into your content. newsletters with curated content tend to have higher open rates because the content is not egocentric and more informational in nature. The rest of this guide will walk you through how to send curated content in Marketo s, as well as track lead activity on a site with Marketo. Sending newsletters through Marketo In the section below, we will walk you through how to send newsletters through Marketo. Binding your Marketo account The first step is to bind your account Marketo account with Curata. In this step, you will provide Curata with your Marketo credentials and authorize it to programmatically perform actions on your behalf.

For high volume sends, rather than paying for both Curata s and Marketo s email delivery charges, you can instead deliver your emails solely through Marketo. Complete Lead Activity Tracking.

To enter you Marketo account credentials, you first need to access the Settings screen within Curata by hovering over the gear icon in your dashboard and clicking on Settings as shown below.

2 To enter you Marketo account credentials, you first need to access the Settings screen within Curata by hovering over the gear icon in your dashboard and clicking on Settings as shown below. Next, click on the Newsletters section of the Settings screen located on the left side of your screen as shown below. At the bottom of the newsletter settings, enter you Marketo username and password and press Save. Ensure that the Marketo account for which you provide credentials has Administrator privileges in Marketo.

3 If this is the first time you are binding this account with Curata, you may be asked to provide a device authorization code. This code tells Marketo that Curata s servers are authorized to perform operations on your behalf. The screen requesting the authorization code will appear as shown below. While still keeping Curata open, you should check your (in your client, or in a new tab) for an from Marketo that contains the device authorization code as shown below. Copy the authorization code to your clipboard, return to Curata, enter the authorization code and press OK, to finish the account set up process.

The screen requesting the authorization code will appear as shown below.

4 Sending Custom Newsletters Once you have authorized Curata to access your Marketo account, sending newsletters is easy. Simply go to Share > Newsletters > Create. Select Push to Marketo under Delivery Method. You will now see two additional fields appear called Marketo Template and Component Name. Here you can select which template in Marketo you would like to use for the you are about to create. Next you select which section or Component of the template you would like to insert the curated content into. For example, you may want to place your curated content in the main section of the newsletter with a side column reserved for call to actions or vice versa. Once you have selected the marketo template and component name, you can now compose the newsletter within Curata as usual. Pushing to Marketo When you have finished composing your newsletter, you can push your content into Marketo by clicking the Push to Marketo Button. Later in this help document, we will show you where to find your generated newsletter in Marketo. Sending Automatic Newsletters An automatic newsletter list will generate a curated newsletter on a regular interval from your curated content and push the to Marketo. Unlike an automatic newsletter that is both generated and sent if you are not using the Marketo integration, an automatic newsletter utilizing the Marketo integration will only generate a newsletter, and create an in Marketo, but will not automatically send it or schedule it for delivery within Marketo. Go to Share > Newsletters > E mail Lists to configure automatic newsletters. Next, edit an existing list or create a new list as shown below.

Here you can select which email template in Marketo you would like to use for the email you are about to create.

5 In the next screen, under Delivery Method, select Push to Marketo as shown below. You can now select which Marketo Template and the Component within the template into which you would like to insert the curated content. See the description of these two options under Sending Custom Newsletters within this help guide for further information. Lastly, before saving, don t forget to check Deliver this newsletter automatically to have it automatically generated and pushed to Marketo. Later in this document we will describe where the newsletters will appear once they have been automatically pushed to Marketo. Style Settings Under the styling settings for the newsletter (both automatic and custom), you will see options for the Newsletter Layout as well as the CSS Stylesheet (see below). Both of these settings will control the appearance of your curated content in Marketo. However, it is important to remember that the layout and stylesheets selected here will only apply to the section of curated content that is inserted into a Marketo . The styling and layout of the encompassing Marketo template will dictate the overall appearance of the . List Management and Subscriptions If you are using the Marketo integration, then you will most likely not need to manage newsletter subscribers within Curata and will only need to solely rely on Marketo for all lead and contact management. As a result, you will not need to access the Newsletter > Subscribers page in the dashboard.

6 For visitors to subscribe to your Marketo delivered newsletter, you should create a Marketo landing page, and replace all references to the Curata newsletter landing page with a link to the Marketo landing page. Viewing s in Marketo s that have been pushed from Curata to Marketo can be viewed in Marketo under the Design Studio, which can be access as shown below. In the left column, your will show up under s with under the name of the subject you specified in Curata you entered followed by a date stamp. You can then edit the in Marketo, add it to a Program, specify the Smart List and schedule it for distribution as you normally would in Marketo. Lead Tracking on a Site Aside from sending s through Marketo, you can also track lead activity on a site that contains curated content. This activity can then be used for analytics, or lead scoring. Obtaining your Marketo Munckin code The first step is to get your Marketo Munckin code from the Marketo application. To do so, click on Admin. Next you can find Munchkin as shown below.

In the left column, your email will show up under Emails with under the name of the subject you specified in Curata you entered followed by a date stamp.

7 Next you should copy the Munchkin code as shown below.

8 Tracking with the Curata Site If you are using the Curata Site CMS, then in Curata, go to Share > Site > Appearance > CSS & JavaScript. Select Non mobile JS under component. Check Enable. Paste the Munckin code into the text box below and click Save All Changes. Repeat the process for the Mobile JS component to track activity for mobile visitors as well. Tracking with Other CMS s & WordPress For other CMS s and WordPress, you need to insert the Munchkin code into the footer of your site. For more detail, see Marketo s documentation.

Repeat the process for the Mobile JS component to track activity for mobile visitors as well.

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