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Marketo Setup 2: Marketo to Postwire

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Overview

Rather than relying solely on Postwire's cookies to track user identities, the Marketo to Postwire feature gives Postwire access to the Marketo API and cookies to retrieve contact information from your Marketo instance. This article provides the steps to configure the Marketo to Postwire feature.

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Information

When a Postwire is shared with someone that is not in Postwire's cookies, Postwire will report that "someone" viewed it.

When the Marketo to Postwire feature is turned on, before reporting anonymous viewing, Postwire will first try to determine if the viewer has ever been in Marketo's cookies, e.g., by filling out a website form to download an eBook. If the viewer is, indeed, in Marketo's cookies, Postwire will use Marketo's cookies to access contact information. As a consequence, the Postwire activity will no longer be anonymous, and instead, it will be reported and tracked using the email address known by Marketo, or if possible, first and last name. If the viewer has never been in Marketo's cookies, Postwire will report the anonymous viewer activity using the "someone" tag.

Note: For this powerful tracking feature to work, you need to set up two CNAMEs and provide an SSL certificate to Postwire to include Postwire as an extension of Marketo's tracking; this requires your IT system administrator to work with a Postwire Support person. Send an email to support@postwire.com to request assistance for this.

Once the CNAMEs have been set up, enter the values in the below fields on the Postwire Organization Marketo Tracking Settings page, as explained in the Process section of this article. 

  • Marketo Identity Endpoint

  • Marketo REST Endpoint

  • Marketo Client Id

  • Marketo Secret

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Process

Retrieving the Marketo Identity Endpoint and Marketo REST Endpoint

  1. Log in to your Marketo instance as an administrator.

  2. Navigate to Admin > Web Services.

  3. From the REST API section, copy the Identity and Endpoint values.

    Screen_Shot_2019-08-21_at_8.35.28_AM.png

  4. Paste the Endpoint value in the Marketo Identity Endpoint field, and the Identity value in the Marketo REST Endpoint field on the Postwire Organization Marketo Tracking settings page, under the Marketo to Postwire section.

    Screen_Shot_2019-08-21_at_8.47.56_AM.png

  5. Click the Save Changes button at the bottom of the Postwire Organization Marketo Tracking Settings page to save the configuration. 

 

Retrieving Marketo Client Id and Marketo Secret

  1. Follow steps 1 through 7 of the Quick Start Guide for Marketo REST API from the Marketo documentation for developers to get the Client Id and Secret.

  2. Enter the Marketo Client Id and Marketo Secret into the Marketo Account Id and Marketo API Private Key fields respectively, on the Postwire Tracking Settings page. 

    Screen_Shot_2019-08-21_at_9.02.22_AM.png

  3. Click the Save Changes button at the bottom of the Postwire Organization Marketo Tracking Settings page to save the configuration.

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Confirmation

Postwire can now access the Marketo API and cookies to retrieve contact information from the customer's Marketo instance.

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