4 Replies Latest reply on Feb 2, 2017 1:23 PM by e4a04567210e898fb43888f461249cc7fabfd638

Only show RTP campaign if form not completed

58eb0747d667cafe0c30d5477aa1d95610ca38db Jul 13, 2016 3:40 AM

How can I setup an RTP segment to only be triggered if the viewer has not completed a specific form? I want to be able to show the RTP campaign for downloading a piece of content only to people who have not filled in the form to access it previously. Is there a way to import the data from the 'Fills Out Form' trigger or make a call to something like 'Member of List'?

Re: Only show RTP campaign if form not completed

62747f8017dc56ee3a3eced1764a348999950751 Jul 14, 2016 12:35 PM (in response to 58eb0747d667cafe0c30d5477aa1d95610ca38db)

Hi Joe. You can't add a Lead directly from a Smart List. You will want to create a field to store a value for whether they have filled out the form or not. Once that synced over to RTP, you can add it as a filter for the RTP campaign, as per the document here: http://docs.marketo.com/display/public/DOCS/Create+an+RTP+Segment+Using+Known+Lead+Data

I hope that helps, let me know if you have any questions.

David
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Re: Only show RTP campaign if form not completed

e4a04567210e898fb43888f461249cc7fabfd638 Feb 2, 2017 11:08 AM (in response to 58eb0747d667cafe0c30d5477aa1d95610ca38db)

I realize this question is a bit old, but I did want to add that adding a filter based on a Marketo database field is only step 1.

If they are not a Known Profile (Marketo specific cookie, different than RTP cookie), it won't know that they have not completed the form because it won't know who they are. There may be an option to use the RTP Context API to work around this, I'm not 100% sure.

-Melissa
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- Re: Only show RTP campaign if form not completed
  
  Rachel Noble Feb 2, 2017 12:21 PM (in response to e4a04567210e898fb43888f461249cc7fabfd638)
  
  True - you can always use segment rule logic to include unknown leads (who haven't filled out the form) OR known leads who haven't.
  
  Also, we use an RTP Grouping field to keep our DB cleaner (don't need a new field for every behavior). Just be careful how you populate this in case you have overlap between different potential RTP segments.
  
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  - Re: Only show RTP campaign if form not completed
    
    e4a04567210e898fb43888f461249cc7fabfd638 Feb 2, 2017 1:23 PM (in response to Rachel Noble)
    
    Oh - interesting! That's a good way of handling setup if there's no fear of overlap.
    
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