Ninja Cat + Marketo Setup
The purpose of this document is to walk you through how to set up the custom email data sources that we use to report on Marketo for Marketing Automation. If you have any questions about this process or doc, please email marketingsupport@dealerspike.com.
Data Source in Ninja Cat
Go to Set Up → Data Sources
Search for Marketo. Multiple custom email data sources will show up, you will need to complete the following steps for Marketo User Data.
Export Account Emails (account must already exist in Ninja Cat) and look for the client you are working on. Copy the custom email.
In Marketo
In the Marketing Activities area, find the workspace you're setting up reporting for.
In the Operation Program folder, create (or if it exists then just make sure it exists) a folder for Reporting
Click "New" in the window to the right and "Import Program"
Choose the dealerspikellc subscription and look for the COE - Reporting program
Hit Next
Choose the Reporting folder for the client and uncheck the default conflict rules and use the following rules instead:
Ignore program tags
Use Destination Landing Page Template
Keep both files for images with the same name
Replace existing templates for email templates
Click Import
Once Completed, navigate to the program and update the program and report names
Click on the NC Daily People Report and navigate to the "People" tab
Click on the "View: Default" drop-down and select "Daily People Export" NOTE: If Daily People Export doesn't exist, see the bottom of this doc for instructions on setup
Click "List Actions" above and select "New Smart List Subscription"
Give it a name of the dealership initials and "- Daily People Report"
Open the file of email addresses that you downloaded from Ninja Cat above
Find the email address that corresponds to the client's Ninja Cat account and paste it into the Recipients area
Leave the Frequency as "Daily", Never End Delivery, and change the format to Comma Separated Value (Excel 2007)
Click "Create"
It should load a screen showing the subscription and any other subscriptions that workspace may have
Creating the Daily People Export View
From the "People" tab of the report, open the "View" drop-down and select "Create View"
Add and remove columns to the "Visible Columns" side until you are left with only the following columns:
- ID
- Last
- First
- Phone
- Person Score
- Person Source
- Updated
- ds_segment_manufacturer
- ds_segment_vehicle type
- ds_segment_vehicle sub type
- mkto_last program success
Name it "Daily People Export"
Click "Create"