Create fully built, live Marketo programs for every event board — automatically, from admin-approved templates.

What this feature does

When you connect an event board to Marketo, Folloze can now clone a complete Marketo program from a template — bringing over its smart campaigns, smart lists, flows, emails, tokens, and statuses — instead of creating an empty program you have to build by hand.

Each cloned program is named uniquely using the board ID, populated with your board's details as Marketo tokens, and activated automatically. The result: a ready-to-run program the moment you save your board settings, with no manual Marketo setup per event.

 

At a glance You pick a template → Folloze clones it → pushes your board data into program tokens → turns on the triggered campaigns. All in a few seconds, all in one save.

Who does what

Role	Responsibility
Company Admin	Curates the template allowlist — the approved set of programs board owners are allowed to clone — and sets the destination folder, naming pattern, and token mapping. One-time setup, maintained as templates change.
Board Owner	Chooses a template when connecting a board to Marketo. Folloze does the cloning, token push, and activation automatically on save.

 

Part 1 — Company Admin: Build the template allowlist

Go to Company Admin > Integrations > Marketo > Event Programs. The allowlist is the safety rail for the whole feature: board owners can only clone from programs you approve here. Because cloned programs go live immediately, only add programs that are production-ready.

The allowlist table

Every approved template appears as a row with three columns:

Column	What it shows
Program name	The Marketo program name, plus its Marketo ID.
Folder	The Marketo folder the program lives in — and, under the default destination setting, where its clones will land.

Adding a template

1. Click + Add template.
2. Search across your entire Marketo instance by program name. (Marketo search matches on the full name, so type what you'd see in Marketo.)
3. Pick a program from the results. It's added to the allowlist with status Ready.

 

 

Below the allowlist, three company-level settings control how every clone is created.

1. Destination folder

• Same folder as the template (default) — each clone lands next to its own template. Always valid, and mirrors how Splash behaved. The Folder column shows exactly where clones will go.
• A specific folder — pick one folder for all clones. Templates that live in a different Marketo workspace fall back to their own folder (that row is badged so you can see it).

 

 

2. Naming pattern

Sets how each cloned program is named. Use the tokens {board_name}, {board_id}, and {date}. The default is {board_name} - {board_id}, which guarantees a globally unique name and satisfies the need to carry the board ID into Marketo. A live preview shows the result (e.g. “My Event board - 123456”).

 

3. Token mapping

Four board fields are pushed into the cloned program as Marketo tokens. Each token name is editable (the my. prefix is fixed); if a token doesn't exist in the program, it's created on clone.

Board field	Default token	Value pushed
Board ID	my.follozeBoardId	The numeric board ID
Board name	my.follozeBoardName	The board name
Board public link	my.follozeBoardPublicLink	The board URL

Tip: For a board Marketo campaign link, use {{my.follozeBoardPublicLink}} and append the lead parameters directly after it, for example: {{my.follozeBoardPublicLink}}?co={{Company.Company Name}}&em={{lead.Email Address}}&fn={{lead.First Name}}&ln={{lead.Last Name}}. Note: Only tokens placed directly in the email are resolved. Tokens nested inside another token are not.

 

 

 

 

Part 2 — Board Owner: Clone a template for your board

Open your board and go to Board Settings > Integrations > Marketo.

Choose “Clone from template”

Alongside the existing Program Name and Program ID options, you'll see a third choice: Clone from template. Select it, then pick a template from the searchable dropdown — each entry shows the program name, its channel type, and Marketo ID.

 

 

 

If the dropdown is empty You'll see: “No templates available. Ask your admin to add template programs in Company Admin > Integrations > Marketo.” This just means no templates have been allowlisted yet — reach out to your Company Admin.

Review the preview, then save

Before you save, Folloze shows you exactly what will be created — the program name (from the admin's naming pattern) and where it will live, e.g. “creates My Event board - 123456 next to the template, live immediately.”

Click Save. Folloze then runs the clone pipeline — this takes a few seconds while it talks to Marketo, and the Save button shows an in-progress state:

4. Clones the template — smart campaigns, smart lists, flows, emails, tokens, and statuses all come across.
5. Pushes your board's four tokens into the new program.
6. Activates every triggered smart campaign — your program is live, not a deactivated draft.

 

 

The clone result panel

When the pipeline finishes, an inline result panel appears in the section (it's shown once — not a pop-up, and not shown again on later visits).

✓ Success

“Your Marketo program is ready.” The panel summarizes what was cloned:

• Program — the new program's name and Marketo ID
• Cloned from — the source template's name and ID
• Folder — where the clone was created
• Included — a quick tally, e.g. “4 smart campaigns · 3 emails · 4 tokens set”

Two actions: Done (collapses the panel into the connected view) and Open in Marketo (a direct deep link to the new program in Marketo).

 

 

“Couldn't create the program.” The panel explains why in plain language — for example, a name conflict: “A program named ‘My Event board - 123456’ already exists in Marketo.”. In this case, you can insert a new program name and continue the process.