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Setting up Marketo integration for Docket Marketing agents

This guide walks through how to integrate Marketo, configure lead sync and set up program enrolment

Written by Bobby Isac

The Docket - Marketo integration writes Docket activity back to Marketo and preserves UTM attribution end-to-end. This guide walks through the one-time connection setup and per-agent writeback configuration.

Before you start

  • Admin access to Marketo Engage with permission to create API users, roles, and channels

  • Admin access to Docket

  • Your Marketo Munchkin Account ID (find it under Admin → Munchkin in Marketo)

  • Confirmation that your daily API quota (50,000 calls/day by default) isn't already heavily utilized by other integrations

Section 1 - Marketo prerequisites (Marketo Admin)

Complete these three steps in Marketo before starting the Docket-side setup. Skipping any of them will cause the connection to fail with a clear error message, but doing them upfront makes setup smooth.

1.1 Create the "Docket" channel

Marketo doesn't allow channels to be created via API, so this step is manual.

  1. In Marketo, go to Admin → Tags.

  2. Under Channels, click New Channel.

  3. Set the following:

    • Channel Name: Docket (exact spelling, case-sensitive)

    • Applicable Program Type: Default

  4. Add two progression statuses, in this order:

    • Engaged - marks that a visitor had a conversation with a Docket agent

    • Meeting Booked - marks that a visitor booked a meeting through Docket

  5. Save the channel.

Why this matters: Docket attaches every conversation and booked meeting to a program tied to this channel. If the channel doesn't exist or the status names don't match exactly, the connection will fail with the message: "The Docket channel does not exist in Marketo. Please refer to the integration guide for prerequisites."

1.2 Create a custom role for Docket

Docket needs four specific API permissions. Create a dedicated role so you can audit usage cleanly.

  1. Go to Admin → Users & Roles → Roles.

  2. Click New Role.

  3. Name it Docket API Role.

  4. Grant exactly these permissions:

    • Access API → Read-Only Assets

    • Access API → Read-Write Person

    • Access API → Read-Write Activity

    • Access API → Read-Write Activity Metadata

  5. Save.

If any of these are missing, the Docket connection will fail with a specific message telling you which scope is missing.

1.3 Create an API-only user and a LaunchPoint service

  1. Go to Admin → Users & Roles → Users.

  2. Click Invite New User.

  3. Enter an email like [email protected]. The user does not need to access the Marketo UI.

  4. Assign the Docket API Role you just created.

  5. Check API Only so the user can't log in interactively.

  6. Send the invite, then accept it.

Now create the LaunchPoint service that issues the credentials Docket will use:

  1. Go to Admin → LaunchPoint.

  2. Click New → New Service.

  3. Set:

    • Display Name: Docket

    • Service: Custom

    • API Only User: the user you just created

  4. Save.

  5. Click View Details on the new service.

  6. Copy down the Client ID and Client Secret. You'll need these for the Docket-side setup.

Section 2 - Connect Marketo to Docket (Marketo Admin)

2.1 Start the connection

  1. In Docket, go to Settings → Integrations.

  2. Find Marketo and click Connect.

  3. Enter:

    • Munchkin Account ID (e.g. 123-ABC-456)

    • Client ID from the LaunchPoint service

    • Client Secret from the LaunchPoint service

  4. Click Connect.

2.2 What happens on success

Docket automatically performs the following on first successful connection:

  • Creates a folder in Marketo called Docket, with description: "Created by Docket. The Docket Engagement program will be used to track all interactions with Docket Agents."

  • Creates a program inside it called Docket Engagement (type: Engagement, channel: Docket)

  • If the program already exists, Docket adopts it instead of creating a duplicate

  • Registers two custom activity types: Docket Conversation and Docket Meeting Booked

The program will appear in Marketo within 2 minutes. The channel and type can't be changed after creation, so verify the channel name carefully in section 1.1.

Section 3 - Configuring write-back and program enrolment

Each Docket agent has its own writeback configuration. Changes to one agent don't affect others, so you can roll this out gradually.

  1. In Docket, go to Marketing Agent Configuration → [your agent] → Analysis and Actions → Marketo.

  2. Turn on the toggle for Marketo.

  3. You can individually turn on Lead Sync, Activity Sync and Program enrolment.

    1. Lead sync - Create new leads or update existing ones based on Docket conversations.

    2. Activities - Create custom activities for Docket conversations or meetings booked via Docket.

    3. Program enrolment - Configure rules for a lead to be enrolled in a Marketo program based on trigger criteria.

3.1 Configuring the Activities written back by Docket

Two custom activities are written:

Docket Conversation captures everything about a chat with a Docket agent. Mandatory fields (always written):

  • Visitor Email

  • Agent Name

  • Conversation Duration

  • Page URL

  • Conversation Summary

  • Docket Meeting Status

  • Docket Interaction Count

  • Full Transcript

  • Conversation ID

  • Conversation Start Time

  • Conversation End Time

  • Agent ID

  • Updated by Docket

Optional fields (you choose which to include):

  • UTM Source, UTM Medium, UTM Campaign, UTM Content, UTM Term

  • Click ID, Click ID Type

  • Docket First Interaction, Docket Latest Interaction

  • Docket Meeting Date, Docket Meeting Owner

  • Post-Call Analysis fields (these are dynamic based on your post-call analysis configuration)

Docket Meeting Booked captures meeting details:

  • Subject, Description

  • Start and end datetime

  • Meeting owner

  • Meeting status (booked / rescheduled / cancelled)

  • Lead association (where available)

  • Conferencing link

  • Meeting source (always "Docket")

  • Docket booking ID / Meeting ID

Important - 20-field limit: Marketo enforces a hard cap of 20 attributes per custom activity. The mandatory fields take 13 of those slots, leaving 7 for optional + post-call analysis fields combined. Docket prevents you from saving a configuration that exceeds the limit. If your Marketo Admin has manually added fields to the activity in Marketo, you may have fewer slots than expected; Docket will show: "Could not save the configuration as the Activity has more than 20 fields configured."

3.2 Configure Field Updates (Lead Object)

Field Updates write directly to the Marketo Lead record. Two write modes per field:

  • Overwrite - always replaces the existing value

  • Fill if empty - only writes if the field is currently blank

3.3 Configure Program Enrollment

Program Enrollment adds the visitor as a Program Member with a specific status. You can enroll into multiple programs from a single trigger.

Three enrollment options:

  1. On conversation completed

    • Default program: Docket Engagement

    • Default status: Engaged

    • You can pick any other program from the dropdown

  2. On meeting booked

    • Default program: Docket Engagement

    • Default status: Meeting Booked

  3. Custom criteria

    • Write a prompt describing when to enroll (e.g. "enroll if the visitor is from an enterprise company and discussed pricing")

    • An LLM evaluates the criteria using the full conversation context

    • Default program: Docket Engagement / status: Engaged

Each agent can have up to 5 program enrollment rules.

How enrollment behaves at runtime

Lead state

Behavior

Lead not in Marketo

Docket creates the Lead, then enrolls

Lead exists, not in the program

Enroll at the configured status

Lead exists, at an earlier status

Advance to the configured status

Lead exists, at the same or later status

Skip

Program no longer exists

Skip

Status progression is forward-only. Docket will never downgrade a Lead (e.g. from Meeting Booked back to Engaged).

Need Help?

For additional assistance or troubleshooting, contact [email protected] or reach out to your Docket Customer Success Manager.

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