Marketo: Install Guide

Buyer Discovery for Marketo Install Guide

Step 1: authenticating

To create a Buyer Discovery for Marketo export, you first need to enter Marketo Client

ID, Client Secret, Endpoint URL, and Identity URL, found in your Marketo instance.

To obtain your Client ID and Client Secret:

1. Log in to Marketo -> Admin -> Integration: Launchpoint

2. For any of your existing services, click View Details to see your Client ID and Client

Secret

To obtain your Endpoint and Identity URLs:

1. Log in to Marketo -> Admin -> Integration: Web Services

2. Scroll to the REST API section to see your Endpoint and Identity URLs

To authenticate:

• Log in to the Buyer Discovery web app at https://datainsights.gartner.com/

• Click Exports List

• Click the Add button

• In the pop-up, select Marketo

1. Enter the credentials from Marketo and click Authenticate

Step 2: Finding the List and Field Names

1. Once you have the API credentials from step 1, you can log in to the Buyer Discovery web app at https://datainsights.gartner.com/

2. Click Exports List, then select your product

3. Click Add -> Marketo -> Enter your API credentials, and click Continue

After authenticating, select a Segment (if you have no segments, you can create one using the Segment creation instructions) 

    4. Click on the Instructions button above the Company Prospects table

The following popup will appear, where you can click on the orange Download CSV button

5. Copy the List name and keep for later use (Later Step 2.5)

6. Download the CSV and keep for later use (Later Step 4.3)

Step 3: Creating the Buyer Discovery list

With the List name from Step 2, you can create the list in Marketo that will contain all of the leads that will be matched for buyer intent. 

The Buyer Discovery Marketo integration relies on a static list with a specific name (found in step 2) to sync the intent signals with the proper leads. 

To create the list:

1. Log in to Marketo, then Database

2. Select the folder in which you wish to create the list (or add a new folder)

3. Click New -> New List

4. Select the folder in which you want to house the list

5. Name the list as the text you saved for the List name (Earlier Step 1.5)

Step 4: Creating the Buyer Discovery smart campaign

Step 5: Adding Buyer Discovery custom fields

With the CSV of available fields found in Step 2, you can create the Buyer Discovery Custom Fields in Marketo. If there is a match in Buyer Discovery, these custom fields will show intent data for the leads in the List created in Step 3. To recap, this List is populated with People in your Marketo instance using the Smart Campaign from Step 4.

Each of these fields will be marked. We recommend each non-required field be created, but this is up to the user’s discretion.

To add a custom field to Marketo:

1. Log in to Marketo -> Admin -> Database Management: Field Management

2. Click Field Actions -> New Custom Field

3. Enter the details for each variable based on the values in the downloaded CSV for custom fields (Earlier Step 1.6)

Step 6: Configuring in the Buyer Discovery web app

Once all relevant custom fields are created, you can complete the configuration within the Buyer Discovery Web App to begin the data sync.

To configure the integration, once authenticated:

1. Apply any desired filters (NOTE: these filters will restrict the Buyer Discovery data

   1. considered for a match against the leads in the Marketo sync list – we recommend

   2. applying as few filters as necessary, if any.)

2. Click Save

3. The integration will begin syncing and you should see data in Marketo within 2-3 hours, depending on how many leads are on the sync list