Connect your Marketo instance to Insentric
Overview – Why connecting Marketo matters Connecting your Marketo instance is the first step toward unlocking Insentric’s full capabilities. Once connected, Insentric can access your lead and activity data, which powers lifecycle reporting, campaign performance insights, and attribution models. This setup ensures y…
25-Jun-2025
Marketo Configuration: General Settings
Understand Marketo API usage – why this matters Set safe limits on how many API (Application Programming Interface) calls Insentric can make to your Marketo instance each day. This helps you avoid hitting contract limits and keeps your data syncing stable and uninterrupted. Set REST API call limit – control daily r…
25-Jun-2025
Selecting fields for reporting (Marketo, Salesforce, HubSpot)
Setup Overview — why this matters Setting up the right fields in your connected platforms helps Insentric create clear and accurate reports. This ensures your data is reliable and your team can make better decisions. Here’s an example of how the Salesforce Lead Object Field Setup looks in Insentric: Find Field…
14-Jun-2025
Enable Link Appending in Marketo Email Templates and Snippets
Configure Email Link Appender — why this matters While setting up your Email Link Appender settings is an important first step, it’s not enough on its own. To ensure reliable tracking, you also need to configure your Marketo email templates and snippets to support the appender manually. This ensures your emails i…
15-Jun-2025
Setting up your "Records to Update" Smart List
Track important records — why this matters Insentric uses Marketo’s Smart List functionality to detect and track important updates. By defining which updates matter to your team, you help Insentric focus only on the activities that impact your reporting and decision-making. Choose key activities — what to track …
15-Jun-2025
Excluding Links from Email Link Appender
While Insentric tries to cover most email tracking use cases, there are times when you may want to avoid tracking certain links. For example: * Links to internal platforms like Salesforce alerts * Links to third-party tools like Qualtrics, where you don’t control analytics * Links that already contain manually se…
14-Jun-2025
Creating Insentric User in Marketo
To connect Insentric to Marketo, you’ll need API credentials. This guide walks you through how to generate those credentials by creating a custom API role, an API-only user, and a LaunchPoint connector within your Marketo instance. Create a dedicated Insentric API role — grant only necessary permissions To minimize…
24-Jun-2025
