People Ingestion Control for Marketo

Important:This product or feature is in beta. See the Demandbase Beta Release Process for more information.

People Ingestion Control for Marketo allows you to control the Marketo people (Leads and Contacts) you want to sync into Demandbase. By filtering records using Marketo Dynamic Smart Lists, you can only see people that you care about.

Benefits of Using People Ingestion Control for Marketo

Some benefits of filtering Marketo people include:

• Use Marketo Smart Lists to sync specific people from Marketo.
• Reduce the overall number of people being synced into Demandbase. 
• Remove duplicate people from Demandbase.

Important: 

• You can only filter by the people object. All activities and campaigns related to the people are also synced into Demandbase. 
• You can only create one filter rule. 
• You can only apply one Smart List.
• Demandbase does not write back data to Marketo.

Prerequisites

• You must have Admin privileges in Demandbase and Marketo. 
• The Smart Lists and records must be visible to the Demandbase-Marketo integration user. 

Steps: Create a People Ingestion Filter for New Marketo Integration 

1. Integrate Marketo and Demandbase.
2. In the Marketo Setup Wizard, go to Step 3: Record Ingestion tab.
3. In the Search smart list by id box, enter a Marketo Smart List ID.
   Tip: You can see the Smart List ID in the Smart List URL, right after "SL". For example, https://app-xxx.marketo.com/#SL0000A1.
   Important: You can only apply one Smart List. 
   
4. Click Save.
   

Steps: Create a People Ingestion Filter for Existing Marketo Integration

1. In the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations.

2. Click Marketo. 
3. In the Filtering Rules section, click Create Filtering Rules.
4. Search for and add a Smart List.
   Important: You can only apply one Smart List. 
5. Click Confirm.
   
6. In the confirmation pop-up window, click Proceed.
   Important: It can take up to 48 hours for the filter to process. Once processed, you can only see the people and related objects that meet the ingestion filter criteria.

Steps: Edit an Existing People Ingestion Filter

1. In the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations.

2. Click Marketo. 
3. In the Filtering Rules section, click Edit. 
4. Search for and add a Smart List.
   Important: You can only apply one Smart List. 
   
5. Click Confirm.
6. In the confirmation pop-up window, click Proceed.
   Important: Once you save the filter, it can take up to 48 hours before Demandbase stops syncing data from the restricted people and related objects. After Demandbase stops syncing the data, it can take up to one week before you only see the people and related objects that meet the filter criteria. 

Steps: Delete an Existing People Ingestion Filter 

1. In the left navigation bar, go to Settings >Demandbase-Wide Settings > Integrations.
2. Click Marketo.
3. In the Filtering Rules section, click Edit.
4. Remove the Smart List and click Confirm.
5. In the confirmation pop-up window, click Proceed.
   Important: Once you delete the filter, you can see all people, related objects, and historical data again. It can take up to one week for the filter to be deleted.