Marketo

Connect Adobe Marketo Engage to turn the people who fill in your video forms into Marketo leads, and to score and segment existing leads on what they watched.

Connect Marketo

1. In Marketo, go to Admin → Users & Roles. Make a role with Read-Write Lead and Read-Write Schema Custom Field, and an API-only user with that role.
2. Go to Admin → LaunchPoint → New → New Service. Choose Custom, name it Pellio, pick the API-only user and save. Click View Details and copy the client ID and client secret.
3. Go to Admin → Munchkin and copy your Munchkin ID (it looks like 123-ABC-456).
4. In Pellio, go to Settings → Integrations → Marketo, enter the Munchkin ID, client ID and client secret, and choose Connect. Pellio checks them straight away.
5. Optional: to add new leads to a static list, open it in Database and enter the number from its address as the Static list ID.

What Pellio sends

• Leads from your video forms create or update a lead by email, with their name and the lead source Pellio video form.
• With Sync video engagement on, Pellio keeps these lead fields up to date on existing leads: Pellio last video, Pellio last video progress and Pellio videos completed.
• With lead scoring (Advanced plan), Pellio engagement score and Pellio engagement level too.

Pellio creates its fields the first time it needs them. Watching a video never creates a lead on its own: only a form does.

If it doesn’t connect

• Marketo rejected the client id and secret: copy both again from the service’s View Details.
• Marketo refused access: the API user’s role is missing Read-Write Lead or Read-Write Schema Custom Field.