Marketo: Set Up Guide

Note

This feature is currently in Beta. Please contact support@mixpanel.com with any further questions or feedback.

The Marketo integration with Mixpanel is a turn-key integration that allows users to export Mixpanel cohorts into Marketo. The integration enables Marketo email campaigns to target users based on Mixpanel cohort data. The cohort export can happen once, or can be configured to dynamically update a Marketo Custom Field every two hours.

Marketo Integration Set-Up

In order to setup your Mixpanel and Marketo Integration, you must be an Admin in both Marketo and your Mixpanel project. To set up the integration:

  1. Input your Marketo credentials (Client ID, Client Secret, Rest URL) in the Mixpanel integration setup flow. Remove "identity" from the url so its rest endpoint when setting up the integration looks like: https://051-pvi-353.mktorest.com/

  2. Create a Mixpanel Custom Field in Marketo. This Custom Field should be set as a boolean type. Read the Marketo Documentation for additional information on how to set up a Custom Field.

  3. The new Custom Field will update to 'True', allowing you to target users based on the Mixpanel cohort criteria.

    • For one-time exports: The Custom Field will automatically be updated to 'True', allowing you to target users based on this criteria.
    • For dynamic syncs: The Custom Field will be updated every two hours to reflect the status of the Mixpanel cohort. The Custom Field will be set to 'True' or 'False' to reflect the movement of any users in to or out of a Mixpanel cohort.

Sending a Mixpanel Cohort to Marketo

Sending a Mixpanel Cohort

  1. Create a Custom Field in Marketo for each cohort that you plan to export.
  2. From the Cohort Manager in Mixpanel, Click on the "Export to Marketo" button:secondone.gif
  3. Copy and paste the field name associated with the cohort you want to export into Marketo:
    Screen_Shot_2018-02-22_at_4.24.38_PM.png
  4. After exporting your cohort to Marketo, the custom field name for all matched users will be set to True.
    • For one-time exports: The Custom Field will be updated one time at the point of syncing.
    • For dynamic syncs: The Custom Field will be updated every 2 hours. Mixpanel will update the Custom Field to 'True' or 'False' based on whether the user is in the cohort at the time of syncing.

Exporting the Same Cohort to Marketo

It is possible to export the same cohort to Marketo more than once, however each export will require a new custom field within Marketo. We chose to disallow exporting to the same custom field so that the custom field you have created in Marketo is up-to-date with only the latest export.

Why is the cohort user count larger in Mixpanel than in Marketo?

In order to export a user to Marketo using Cohorts, the user must have the special people property $email set on his/her people profile. If this property is not set on a user’s profile, he/she will not be exported to Marketo.

How does Mixpanel handle users that exist within Mixpanel, but not in Marketo?

If the user within Mixpanel has the $email people property, a new lead will be created in Marketo with the $email people property value and the designated custom field will be set to True.

Is there a limitation to the number of profiles that can be exported to Marketo?

As a part of the beta, the maximum cohort size exportable is 30 million profiles.

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