Export segments to Marketo (preview)

[This article is prerelease documentation and is subject to change.]

Export segments of unified customer profiles to generate campaigns, provide email marketing and use specific groups of customers with Marketo.

Prerequisites

A Marketo account and corresponding administrator credentials.
A Marketo client ID, Client secret, and REST Endpoint Hostname.
Existing lists in Marketo and the corresponding IDs.
Configured segments.
Unified customer profiles in the exported segments contain a field representing an email address.

Up to 1 million customer profiles per export to Marketo, which can take up to 3 hours. The number of customer profiles that you can export to Marketo depends on your contract with Marketo.
Segments only.

You must be an administrator in Customer Insights - Data to add a connection.

Go to Settings > Connections.
Select Add connection and choose Marketo.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Enter your Marketo client ID, Client secret, and REST Endpoint Hostname. The REST Endpoint Hostname is the hostname only, without https://. Example: xyz-abc-123.mktorest.com.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.

To configure this export, you must have permission for this connection type.

Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the Marketo section. Contact an administrator if no connection is available.
Enter a name for the export.
Enter your Marketo list ID. The list ID is a purely numerical value. For example, if your Marketo list ID is ST12345A7, remove the character before and after the numerals and enter 12345.
In the Data matching section, select at least one field that represents a customer's email address or a customer's Marketo ID.
Optionally, export First name, Last name, City, State, and Country/Region to create more personalized emails. Select Add attribute to map these fields.
Select the segments you want to export.
Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.

In Marketo, find your segments under Marketo lists.