Welcome to the Wingify Knowledge Base! This site is growing. If you can't find what you're looking for, visit help.vwo.com for more resources.

Start Free trial

Articles in this section

See more →

Use Marketo Data in Wingify for Account-Based Marketing

Prasitha Thomas
  • Updated
Share:
Follow
close this to read article
Feature Availability: This feature is available with Wingify Testing and Personalize on Enterprise accounts that have the Data Studio add-on enabled

This article covers the following:

Overview

Integrating Marketo with Wingify enables you to leverage your lead data in Marketo to create highly targeted, personalized campaigns. Marketo lead records contain valuable individual and company attributes. Once you integrate Wingify with Marketo, you can import these attributes into Wingify’s Data Studio. After importing, you can create custom segments based on these attributes, such as Lead Status, Industry, or custom fields, and deliver highly relevant and practical personalized web experiences.

Unlike other CRM integrations, the Marketo integration typically focuses on the Leads object, which Wingify processes and stores in the Contacts view of Data Studio.

Prerequisites

To integrate Marketo CRM with Wingify, you must have:

  • An active Marketo account.
  • Data Studio Add-on enabled in your Wingify account.
  • Administrator-level access within Marketo to authenticate and grant access to the Leads data object.
  • You must have Marketo integration enabled in Wingify. For more information, see Enabling Wingify Marketo Integration.

Configure the Marketo Integration for Personalization

To enable the use of Marketo data for personalization:

  1. Log in to your Wingify account.
  2. From the left navigation panel, navigate to Configurations > Integrations.
  3. Search for the Marketo tile and click Create Connection.
  4. Select ABM - Import CRM data from Marketo.
  5. Enter a name in the Connection Name field.
  6. Click Connect Wingify with Marketo to authenticate your Marketo account.
  7. Click Create Connection.

After enabling the use of Marketo data for personalization, you must map your Leads data to the attributes in Wingify.

Field Mapping and Data Synchronization

To map your Leads data:

  1. Click Map fields for the Leads object.
  2. Map the Marketo Lead fields (Source) to the corresponding Wingify attributes (Target). Ensure crucial identifiers, particularly the Contact Email, are correctly mapped. You can map any Marketo field that contains data you wish to use for segmenting or dynamic personalization.

  3. Select Save and sync to initiate the initial transfer of all available Marketo Lead data to Wingify Data Studio.

    Note:

    • Once you map and sync the data for the first time, Data Studio may take a few minutes to display the data. The total time required for complete data synchronization depends on the volume of data in the HubSpot account, which may result in a longer duration.
    • The data is automatically synced every 24 hours to fetch updated contacts or leads.
    • Wingify maps Leads (lead records) into a single unified table called Contacts in Data Studio.
    • Changing the field mapping (adding, removing, or modifying fields) forces a complete re-sync of all data for that object to maintain data integrity.

Once your Marketo data is successfully imported and mapped, you can utilize its attributes to create custom segments for account-based marketing. This allows you to deliver personalized experiences specifically tailored to your target audience.

Verify Marketo Integration

To verify the integration and successful data transfer in Wingify Data Studio:

  1. From the navigation panel on the left, navigate to Data360 > Data Studio.
  2. Select the Contacts tab.
  3. Look for the Marketo Lead records in the Data Studio columns to confirm the data is correctly attributed to the source.
  4. Ensure that the fields you mapped, such as Lead Status and Industry, contain data for the imported records.

Troubleshooting

Issue Possible Cause Recommended Solution
No Marketo data appears in the Accounts view. Marketo does not expose the "Account" object data directly for synchronization. Check the Contacts tab instead. Marketo Lead data is stored here, and company information must be derived from the Lead record attributes.
Connection Test Fails. The Client ID, Client Secret, or Munchkin ID is incorrect. Re-enter the credentials carefully on the Config tab. Ensure there are no leading or trailing spaces.
Field values are outdated. The automatic incremental sync has not yet occurred, or the initial sync is still processing. Wait for the next scheduled sync (typically daily) or manually trigger a sync. When remapping fields, remember that this forces a full resync, which can take time.

FAQs

  • Can Wingify push campaign data back to Marketo? 
    Yes, the Wingify-Marketo integration is two-way. You can import data from Marketo into Wingify Data Studio for audience segmentation and personalization, and Wingify campaign data can also be pushed back to Marketo. To learn more, see Integrating Wingify with Marketo.
     
  • Do I need Marketo's Web Personalization feature to use this Wingify integration?
    No, the Wingify feature relies on data objects accessible via the core Marketo API, which typically includes Leads. Wingify Personalization handles the on-site delivery and visitor segmentation.

Need more help?

For further assistance or more information, contact Wingify Support.

Was this article helpful?

Return to top

Related articles