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Blendr.io for Marketo Getting started guide

Contents

Target audience 2 About Blendr.io 2 Getting started 2 Adding a new Data Blend template 3

Connecting Marketo 4 Running you Data Blend 7

Building your own Data Blend from scratch 8 Execution blocks 9 Value blocks 10 Looking up values 10 Showing output 11 Retrieving output from other blocks and manipulating data 11 Block settings 12 Loops 12 More information 12

Getting help from Blendr.io in setting up your integration 13 Next steps 14

Documentation 14 Contact us 14

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Target audience This manual is intended for “citizen” users (non-developers) that want to use the Blendr.io data integration & automation platform to connect Marketo with other cloud platforms.

About Blendr.io Blendr.io is a data integration and automation platform. Blendr.io allows you to connect your cloud applications, in order to synchronize data and automate flows across your tools (so called “orchestration”).

You can also implement a wide range of other use cases such as data enrichment, data management for compliance (e.g. with GDPR), prediction using machine learning, big data etc.

Blendr.io has over 100 cloud connectors to sales & marketing tools, social media, databases and other cloud tools. All connectors are listed on https://blendr.io/integrations. If you need to connect a platform that is not listed, you can contact Blendr.io Professional Services for a custom connector.

Getting started Blendr.io works with “Data Blends”. A Data Blend is a workflow that typically connects multiple cloud tools. A Data Blend can be executed manually, e.g. for a one-time batch operation on data. Or it can be scheduled to run on fixed time intervals, e.g. every hour. Data Blends can also be triggered based on an event in a cloud platform, using webhooks.

There are 3 ways to get your Marketo integration up and running:

1. Start from a Data Blend template 2. Build your own Data Blend from scratch 3. Getting help from Blendr.io in setting up your integration

Each of these three scenarios are covered in the next chapters.

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Adding a new Data Blend template Blendr.io offers a range of Data Blend templates, that can be used for specific use cases such as data synchronization or data enrichment.

You can browse the Data Blend templates, select one and start using it in your own account. Furthermore, you can customize the Data Blend and tailor it to your needs. For more information on customizing Data Blends, we refer to the next chapter “Building your own Data Blend from scratch”.

Login to your account at https://admin.blendr.io.

After login, click on the “Add new data blend” button:

On the next screen, search for a Data Blend template that fits your needs:

Click on a Data Blend template, this will open its Detail screen:

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Click on the “Use Data Blend” button. This will guide you through a one-time setup wizard:

Complete all the steps of the wizard: the first step it to connect your data sources.

Connecting Marketo

When you click on “Connect datasource” to connect your Marketo account, you will be asked to enter your client Id, client Secret and Identity code:

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You can find these settings in Marketo under Admin > Integration.

First, create a new user in Marketo with API permissions:

Next, go to Admin > Integration > Launchpoint, and add a new Service of type “Custom”; and assign it the API-only user that you created above:

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When the Service is created, copy the client id and client secret from this Service and paste it in the fields in Blendr.io:

Finally, go to Marketo Admin > Integration > Webservices, and take note of your REST API endpoint:

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In the above example, the identity code is 647-OUL-024 and this is what needs to be pasted in Blendr.io. When you enter all these details in Blendr.io and you click on the button “Save” or “Connect”, you should see a message that Marketo was successfully linked.

Running you Data Blend

The next step is to enter requested information and configure a schedule if you would like the Data Blend to run e.g. every minute, every hour or every day. When you are done, you can also click the “Run” button to run your Data Blend one time:

While the Data Blend is running, you will see a spinning icon. When the Data Blend is done, you will see output, if any. You can leave this screen when the Data Blend is still running, and return later on, to the “History” tab of the Data Blend, to see the status and view the output of each run:

When a run fails, you will also be notified by email. In that case, click the “View results” button next to the failed run, to see the output and any errors that occurred. You may need to go into the Data Blend editor, to change certain parameters of the Data Blend. We refer to the next chapter “Building your own Data Blend from scratch” to learn how to modify an existing Data Blend.

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Building your own Data Blend from scratch You can build your own Data Blend from scratch, or you can modify or customize a Data Blend that you have created from a template. In both cases you will use the Blendr.io editor to build and customize your Data Blend.

On the home screen, click on one of your Data Blends, this will open the detail screen of the Data Blend. Open the “Settings” tab, and click on the “Customize” button at the bottom:

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This will open the Data Blend editor:

The centre pane shows the actual Data Blend, which consists of blocks that are clicked together into a “program” or workflow. When your run the Data Blend, the blocks will be executed top to bottom, starting from the “Start” block.

To add blocks, click on a category on the left hand side, this will open a list of blocks related to that category. You can drag blocks from the menu to the canvas and snap them to the other blocks.

Execution blocks

Execution blocks have a connection at the top and the bottom. For example blocks that retrieve data from one of your cloud tools are always execution blocks:

Execution blocks can also have inputs on the right hand side. You need to connect a “value” block to this input, see below.

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Value blocks

A value block has an output on the left hand side, and it may have inputs on the right hand side. You connect value blocks to the inputs of Execution blocks, see above.

Here’s an example of the simplest value block, which you can find under the category “Data”:

It allows you to enter text, the text that you type becomes the input for the Execution block to which it is connected. In the following example, the parameter “Listid” will be set to 2:

Looking up values

Note that in some cases, you can click on the icon of the text block, this will open a popup window that allows you to select a value from a list, this is called a “look up”. Here’s an example to look up the Listid from all possible values:

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Click on one item, e.g. “Test list 1” in the above example, and click on the Select button. You will see that the selected id will now be filled in, in the text block, together with the name of the selected item:

Showing output

You can use the Show block inside a Data Blend, to output the result of a block. The output will be displayed when the Data Blend has executed and is in status finished, not before.

The Show block has an optional input on the right hand side. If a value block is connected, the Show block will display the output of the connected block. Otherwise, it will attempt to show the output of the above connected block.

Retrieving output from other blocks and manipulating data

In many cases you want to process the output of another block, manipulate the data and use at as input for the next Execution block. Here’s an example:

The first block will retrieve one lead (with id=2) from your marketing automation platform. The second block is a Show block that will display the output of the connected blocks.

The block “Get output from …” will get the output from the referenced block, in this case one lead. The block “Select field … from …” will filter the output. In the above example, only the email of the lead object will be returned. The result is that the email address of the lead will be displayed, and nothing else.

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Block settings

You can click on most blocks to open a popup window that allows you to change various settings of the block.

Loops

Loops allow you to process items in a list, here’s an example:

The first block will return a list of leads. The second block is a “For each” block a.k.a. a Loop block. It will iterate over all the items of the above block. Inside the loop, you can add as many blocks as you like, e.g. to process the items and send them to another cloud platform. Inside the loop you can use the “Item in loop” block, the output of this block is always the current item in the loop. In the above example, “Item in loop” will always output one lead, and it will be displayed by the Show block.

More information

For more details on how to build Data Blends, we refer to the Getting Started video’s and the help centre (see last chapter for details). We also encourage you to copy Data Blends from templates to your account and open them to see how they work.

Many topics are out of scope for this getting started guide, including:

• “If / then” blocks and validation blocks • Variable blocks • Custom script blocks • Advanced data manipulation blocks to make lists, tables, CSV files, JSON

structures etc. • Working with user inputs • Working with big data, e.g. large Amazon S3 files, batching etc. • Incremental retrieval of data using “List new” blocks for incremental batched

processing (alternative when webhooks in combination with triggered Data Blends cannot be used)

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Getting help from Blendr.io in setting up your integration The Blendr.io Professional Services team is available to assist you in every phase of your data integration project. Feel free to reach out to us, to get more information and to discuss your requirements.

The Professional Services team can build a “Data Blend” tailored to your needs for any use case. Examples include data synchronization between two or more cloud applications, integrations with internal databases, complex flows for data enrichment, automation, orchestration, personalized advertising, compliance, machine learning integration and other use cases.

Our Professional Services team will work with a dedicated project manager, set up and test the integration, and we will take care of the ongoing monitoring and maintenance of your integrations.

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Next steps Documentation

You can find a set of getting started video’s on the Blendr.io website:

https://www.blendr.io/getting-started/

You can also visit the Blendr.io help center (knowledge base):

http://www.blendr.io/help

Contact us

You can reach Blendr.io via email or phone:

Email sales and professional services inquiries: hello@blendr.io

Email support: support@blendr.io

Phone Europe: +32 9 277 92 65

Phone USA: +1 (347) 960-6507