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How to Connect OptinMonster with Marketo

How to Connect OptinMonster with Marketo

OptinMonster offers seamless integration with Marketo email marketing service. Connecting OptinMonster to your Marketo email list is very easy.

In this article, you’ll learn how to connect Marketo with OptinMonster.

Before you start, this integration is available with a Pro and higher subscription.
All subscription plans can add custom forms using the Form Embed block.

As a best practice we recommend you also connect your campaigns to Monster Leads as a backup.

Connect Marketo

When you create a campaign in OptinMonster that you intend to collect leads with, you’ll want to integrate with one or more services to send those leads to.

To send leads to Marketo, follow these steps:

  1. Before you start, you’ll need your Marketo Client ID,  Client Secret, and Subdomain. You can copy these from your Marketo account following these steps:
    1. After logging into Marketo, you’ll need to first create a custom service following this guide.
    2. Next, navigate to the Admin page.
      Select the Admin link from your Marketo account.
    3. Select LaunchPoint from the Integration section.
      Select Launchpoint from the Marketo Integrations screen
    4. Your custom services will be listed, select View Details on the custom service you’ve created for OptinMonster.
      View Details of your Marketo integration
    5. The Client ID and Client Secret will be provided in the popup modal.
      Copy API Details from Marketo for OptinMonster
    6. You will also need the *Marketo Subdomain. You can copy this from the REST API page of your Marketo account.
      Marketo Sub-domain
  2. Returning to OptinMonster, navigate to the Integrations view in the campaign builder, search for and select Marketo.
    Select Marketo to integrate with OptinMonster.
  3. Enter a Marketo Account Name (*internal use only), your Marketo Client IDMarketo Client Secret, and Marketo **Subdomain in the appropriate fields, then select the Connect to Marketo button.
    Connect OptinMonster with Marketo.
    *The Marketo Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Marketo integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.
    **You only need to copy the first portion of the subdomain, do not include the beginning https:// or ending .mktorest.com/rest. Adding the full subdomain url will prevent OptinMonster from connecting to your Marketo account.
  4. Required: Once the Marketo integration has been connected select the Marketo Partition you wish to send leads to from the Provider Partitions field.
  5. Required: Select the Marketo List you wish to send leads to from the Provider Lists field.
  6. When you are finished, Save your campaign.

Add Extra Fields

This integration supports Field Mapping, so you can easily add radio buttons, phone fields, text areas, number fields, lists, and more!

Before you begin using Field Mapping with Marketo, please consider the following:

  • The following custom fields are reserved in Marketo and cannot be mapped to:
  • Automatically created custom fields are added as text fields in Marketo. This can be avoided by manually creating your custom fields in Marketo before mapping to them in OptinMonster.
  • You can manage your custom fields in Marketo following this guide.

Email Automations

To send emails automatically to new leads you’ll want to configure email automations within your Marketo account.

The following guides from Marketo may be helpful to get started:

Testing

We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.

Before you begin, please be aware of the following details when testing Marketo integrations:

  • Previously submitted or already subscribed leads may be treated differently by Marketo than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
  • If the lead is captured in Marketo but you do not receive any automated emails it indicates the integration from OptinMonster to Marketo is correct, and the issue is with the automated email configuration. Marketo controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to Marketo support directly.

Get started testing with the Live Site Inspector tool.

Spin-a-Wheel Support

If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is not available at this time to send the coupon data to Marketo.


If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

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FAQs

Can I send leads to more than one Partition or List?

Yes! See our Lead Sharing guide to accomplish this.

How do I configure single or double opt-in?

See our guide on single vs. double opt-in.

Is it possible for me to add a phone field to my campaign?

Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.

What if my Marketo plan doesn’t include API Integrations?

Some Marketo plans don’t allow you to use the Marketo API to add subscribers to your account.

However, you can still use our Form Embed block to add subscribers to your Marketo account without using their API.

Can OptinMonster send Lead Scoring Data to Marketo’s Munchkin platform?

Yes, OptinMonster works with Marketo’s Munchkin platform and you can pass along Lead Scoring Data to it.

Troubleshooting

The campaign is capturing leads but shows 0 conversions in analytics.

Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.


Still stuck?

How can we help?

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OptinMonster has transformed our business. Before integrating their optins, our clients saw a 2% conversion rate from web traffic, which is slightly above the standard for their industry. With the integration of OptinMonster’s lightbox popup, exit-intent technology, split testing, and other tools, our client’s conversion rates soared by an unprecedented 500%. They attracted substantially more customers while spending less on digital advertising. Their success propelled them to the top of their markets, outperforming national chains and other medical spas with much bigger marketing budgets. Our client’s success in their market has distinguished us in our own. We are now one of the most sought-after marketing firms in the industry of aesthetic medicine. We know that the integration of OptinMonster, more than any other tool or marketing strategy, has supported this growth and achievement.

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Chris Zelig

Partner, Medstar Media

OptinMonster has been a game-changer for us. From driving donations to collecting new leads, there is nothing that this simple tool has failed to accomplish. Our lead collection rate has jumped by over 1,000%.

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Joe Lowe

Director of Digital Communications, American Bird Conservancy

Through OptinMonster’s exit-intent popups, we have more than doubled our sales conversion rate. Best of all is the compound effect of using OptinMonster over a long period of time—more conversions mean more customers, which means more word of mouth.

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Mitch Smith

Managing Director, Shockbyte.com