Marketo Sending
Complete your automation by connecting FeedOtter to Marketo for perfect, automated newsletter sending.
Connect Your Marketo Account
When you are done with the setup its time to publish your new automated RSS email to Marketo where we will complete the last step of setting up our email audience.
Click the green Publish to Marketo button in the upper-right of your campaign window.
If you have previously setup a Marketo connection in your FeedOtter account you can select it from the dropdown. Otherwise, click the Add a Marketo Connection button.
You will be prompted to enter your Marketo REST API credentials to allow FeedOtter to create new emails in your Marketo account.
If you have the Marketo Workspaces feature you should carefully paste the exact text name of your Workspace as seen in the Marketing Activities tree view. For all other users this field should be left untouched.
About Marketo REST API Credentials
Marketo connects to FeedOtter using secure REST API endpoints and permissions similar to many other Marketo integrations. If you have integrated other Marketo add-ons you will find this process familiar. We've created a helpful guide that will walk you through the entire process.
Read our Marketo REST API Setup Guide
pageMarketoFinalize Your Marketo Automation Settings
After creating a successful connection to your Marketo account FeedOtter will offer you several more options:
Customize the Automation Level
With FeedOtter you have full control over your RSS emails. You can choose to have FeedOtter create and automatically send your email or create and notify you (and your team) when a new email is ready for review and sending. These options provide flexibility for testing, workflow, and hands-off automation. Many customers start with their campaign in "Create Emails" only mode for testing. When they have become familiar with FeedOtter's automation they add the full automation functionality.
Either way you can choose the perfect level of automation while maintaining control over the actual sending process.
Specify the Marketo Tags and Channel Settings
These dropdown allow you to select your unique Tag and Channels. The number of dropdowns and options will vary based on how your Marketo account is setup. Every field is required as per your Marketo platform.
When these are filled in you are ready to Activate Campaign.
In the next step we will define our Audience and add Smart Campaigns to engage our subscribers further.
How the Marketo Integration Works
The FeedOtter Marketo RSS integration handles most of the setup for you. When you press the Save and Start button from the previous step FeedOtter creates several placeholder items in your Marketo account:
A new Folder called FeedOtter Programs
A new Default Program with the same name as your FeedOtter RSS Campaign
A Email Program named ### – FeedOtter Setup
We create this structure to make setup quick and easy. Once they have been created you are free to move and rename them as FeedOtter will refer to them by their numerical Marketo IDs.
Configure the Audience in Marketo
FeedOtter works by cloning a template Email Program and Email. That email program is created automatically by the FeedOtter software and is NEVER SENT. Think of this object as a template from which all automated email sends will derive from.
This is where we setup the Smart List rules that will select the audience/recipients of your automated email.
Under Audience > Edit Smart List and tell Marketo who to send rss emails to.
Under Email select the only option in the dropdown.
These steps are required if you selected automate future runs in the previous steps. Otherwise, they are optional.
These are both one-time setups. FeedOtter will use these settings for all subsequent automated sends.
At this point our automated email is 100% up and running integrated with Marketo. Let's examine a sample automation flow:
Sample Automation Flow:
You email's scheduled send time arrives -as defined in your FeedOtter campaign
FeedOtter pulls the relevant content from your RSS feed and formats it into an email template
FeedOtter connects to Marketo and creates a clone of the ### - FeedOtter Setup email program containing a new email of your latest content
(if selected) FeedOtter fills in the Scheduled date/time and approves the new email program causing an email to be sent from Marketo.
A Quick Note About Unsubscribe Handling
Since all emails are sent by Marketo unsubscribes are handled and tracked by Marketo. All FeedOtter rss email templates use the default Marketo {{system.unsubscribe_link}} merge token. If you wish to change this it should be done in your FeedOtter email template.
Extra Credit: Create an Email Performance Report for Your Automated Campaign
You can easily report on opens, clicks, and engagement for your automated email campaign using Marketo's built in email performance and link performance reports.
Right-click on the "brown" default program that corresponds to your automated rss email.
Select New Local Asset > Report
Give your report a memorable name. Under the TYPE dropdown select either "Email Performance" or "Email Link Performance". The setup for either is the same.
Click on the SETUP tab of your new report and change the Sent Date to "All Time"
Double-click on the Marketing Activities filter option and place a single checkmark next to the "brown" default program that corresponds to your automated email. This will include ALL emails sent under this program in the report.
The resulting report will show you line-by-line each email send an the engagement metrics for each.
Extra Credit: Use Smart Campaigns to Engage Subscribers (active/inactive)
A great way to extend your automated rss emails with Marketo is to use the awesome Smart Campaign functionality of Marketo to watch and engage as your automated emails are sent.
Our two favorite Smart Campaigns are:
#1 Watch all automated rss emails and email subscriber who have not clicked content in the last 60 days
We will then trigger an email send to these subscribers asking if they would like to remain on our list.
#2 Watch our emails for subscribers that voraciously consume our content, clicking on more than 10 posts in a 30 day period
We send these folks an email asking them if they would like to collaborate on an upcoming content piece. This could be an offer to write a guest blog post or sometimes we will interview the reader about their content marketing and current goals either way it is a great way to engage people that love your content.
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