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Marketo

This package models Marketo data from Fivetran's connector. It uses data in the format described by this ERD.

This package enables you to better understand your Marketo email performance and how your leads change over time. The output includes models for leads, programs, email_templates and campaigns, with enriched email metrics. It also includes a lead history table that shows the state of leads on every day, for a set of columns that you define.

Models

This package contains transformation models, designed to work simultaneously with our Marketo source package. A depenedency on the source package is declared in this package's packages.yml file, so it will automatically download when you run dbt deps. The primary outputs of this package are described below. Intermediate models are used to create these output models.

model description
marketo__campaigns Each record represents a Marketo campaign, enriched with metrics about email performance.
marketo__email_sends Each record represents the send of a Marketo, enriched with metrics about email performance.
marketo__email_templates Each record represents a Marketo email template, enriched with metrics about email performance.
marketo__lead_history Each record represents the state of a lead on a specific day. The columns in this model are specified with the lead_history_columns variable
marketo__leads Each record represents a Marketo lead, enriched with metrics about email performance.
marketo__program Each record represents a Marketo program, enriched with metrics about email performance.

Installation Instructions

Check dbt Hub for the latest installation instructions, or read the dbt docs for more information on installing packages.

Configuration

By default this package will look for your Marketo data in the marketo schema of your target database. If this is not where your Marketo data is , please add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
  marketo_source:
    marketo_database: your_database_name
    marketo_schema: your_schema_name 

For additional configurations for the source models, please visit the Marketo source package.

The marketo__lead_history model generates historical data for the columns specified by the lead_history_columns variable. By default, the columns tracked are lead_status, urgency, priority, relative_score, relative_urgency, demographic_score_marketing and behavior_score_marketing. If you would like to change these columns, add the following configuration to your dbt_project.yml file. After adding the columns to your dbt_project.yml file, run the dbt run --full-refresh command to fully refresh any existing models.

# dbt_project.yml

...
config-version: 2

vars:
  marketo:
    lead_history_columns: ['the','list','of','column','names']

Contributions

Additional contributions to this package are very welcome! Please create issues or open PRs against master. Check out this post on the best workflow for contributing to a package.

Resources:

  • Learn more about Fivetran here
  • Check out Fivetran's blog
  • Learn more about dbt in the docs
  • Check out Discourse for commonly asked questions and answers
  • Join the chat on Slack for live discussions and support
  • Find dbt events near you
  • Check out the blog for the latest news on dbt's development and best practices

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Fivetran's Marketo dbt package

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