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## Prerequisites

An Optimizely Content Management System (CMS) installation with Optimizely Forms, and the required Marketing Automation connector components. See [Optimizely Connect for Marketing Automation](🔗).

## Install

The **Connect for Marketo MA connector** is installed through the NuGet package [EPiServer.MarketingAutomationIntegration.Marketo](🔗). See [Add-ons platform compatibility](🔗) for supported Optimizely versions.

## Configure

To configure your Optimizely website to use Marketo, you need a Marketo license that provides REST authentication (Endpoint URL, Client ID, and Client secret) and SOAP authentication (Endpoint URL, User ID, and Encryption key), and Web tracking code.

You also need to configure the connection of form fields to Marketo, so that data from the specified fields can be sent to Marketo. These configurations are described in [Marketo connector](🔗) in the Optimizely User Guide.

See also the documentation video: [Personalization with Marketo](🔗)

See [Marketo connector API methods](🔗) how to perform operations on email templates and folders.

## Encrypt credentials

Credentials are encrypted and saved based on one of the following options:

  • **MAICryptoKey** (AES encryption with an SHA256-computer hash based on the value of the key)

  • **machineKey** of the server in _web.config_.

Note

For DXP instances, use **MAICryptoKey**.

If you choose to use **machineKey** configuration, you should specify a **machineKey** in the _web.config_ of your site so that when you deploy it to a different server, the same machine key is used on the new server.

Note

If you neglect to specify a **machineKey** in the _web.config_, the credentials are removed when the site on the new server is accessed for the first time, in which case you need to save credentials again through the configuration screen.

If the credentials are already encrypted using **machineKey** in an existing site, and the MAICryptoKey setting is added, then the credentials are deleted and must be re-entered.

Similarly, if the encryption uses **MAICryptoKey** first and then you decide to use **machineKey** encryption (by deleting the **MAICryptoKey** setting), then the credentials are deleted and must be re-entered.

## Marketo connector API methods

This topic provides examples of how to perform operations on email templates and folders, when using the Optimizely Connect for Marketo add-on with Optimizely.

### Sample code for Marketo version 4 and higher

The following code shows how to perform operations on email templates and folders in Marketo version 4 and higher.


### IEmailTemplateService

### IFolderService

### Sample code for Marketo version 3 and lower
The following code shows how to use the IEmailTemplateService and IFolderService methods in Marketo version 3 and lower.

## Related topics
  • [Marketo connector](🔗)
  • [Marketo connector API methods](🔗)