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Trouble with SC triggers based on referrer and SC triggers using forms on embedded web pages

Question asked by Brian Denneny on Dec 5, 2018
Latest reply on Dec 7, 2018 by Sanford Whiteman

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Hi All,

My question is two fold.

1) I have a large amount of master forms from various regions and languages and products. Each page has a product name on it in every language. I use this product name to determine the product form the person filled out. What happens is in each language every product page goes to the same landing page and form. So I am segmenting by referrer. For example if someone clicks the contact sales link on the product page for "Product 1" they would go to a generalized contact sales page and to determine which product they came from I have smart campaigns set up for every product saying "Fills out form is Generalize Form and Referrer contains "Product 1"" to trigger the smart campaigns. The campaigns simply set a data value to help me route to the proper campaign in SFDC later for the specific product. One thing I've noticed is that when I implemented this the amount of differentiation we see between different products have dropped off significantly. When the product page for "Product 1" went to a unique landing page and form for that product we could see way more different values but now they are all ending up in a default contact sales sfdc campaign. Is this all set up correctly? When the forms are filled out I have one campaign for each language and one for each product and they look at the referrer containing the code in the url for that specific product/language.

2) We are now practicing embedding forms directly on our product pages. These pages are obviously not in marketo but they are on our website. I want to try to differentiate again by product without making a different or unique form on every product page. So if I have this new product, lets say "product 2", and every URL the form is embedded on contains "Product-2" in the URL. Can I in anyway use a smart campaign triggered by a form fill and add a constraint saying the web page URL contained "product-2" or something like that? Or do I need a unique form for each product to embed on the website?

If there is any other best practices please let me know. I am currently dealing with like 30 regions/languages and maybe 15 products.

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19 Replies

Gerard Donnelly Dec 5, 2018 8:46 AM
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Hi Brian Denneny,
I think what you want to do is add a constraint of webpage to your fills out form trigger.
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- Gerard Donnelly @ Gerard Donnelly on Dec 5, 2018 8:47 AM
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  Forgot to mention, you can add a number of URLs here. Just hit the plus icon. That means one smart campaign could cover all the pages the form is on for a particular product.
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  - Brian Denneny @ Gerard Donnelly on Dec 5, 2018 8:59 AM
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    Great, so the URL I enter ussually ends up with a red line under it signifying some sort of error but if this will still work that solves my issue. Can we use the "Contains" for the website? I ask because if I can use contains "english" to set language and "contains" product to set product that will save a ton of time.
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    - Sanford Whiteman @ Brian Denneny on Dec 5, 2018 10:28 AM
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      The constraint should be on Referrer for an embedded form, not Web Page.
      
      However, you can't apply multiple AND type constraints this way. The list is implicitly an OR list.
      
      Perhaps we should go back and look at the Activity Log Details pane for some of these form fills.
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      - Brian Denneny @ Sanford Whiteman on Dec 5, 2018 2:04 PM
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        Sanford Whiteman I'm using the refferer field now but I have one form embedded on the page specified in the referrer parameter below on my smart list and I'm getting a fraction of the results I expected.
        
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        Sanford Whiteman @ Brian Denneny on Dec 5, 2018 2:17 PM
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        Never use [is] here because you can have any number of query params added by search engines, etc.
        
        Still need to see the Details pane for the activities.
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        Brian Denneny @ Sanford Whiteman on Dec 5, 2018 2:26 PM
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        Heres some details on the form fill action of someone who most recently filled out for form:
        
        That link is part of the constraint but the person isn't coming up in my smart list....
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        Sanford Whiteman @ Brian Denneny on Dec 5, 2018 2:37 PM
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        That link isn't part of the [is] AFAICS. Start from [contains].
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        Brian Denneny @ Sanford Whiteman on Dec 5, 2018 2:41 PM
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        I've tried both
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        Sanford Whiteman @ Brian Denneny on Dec 5, 2018 2:45 PM
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        You've tried [contains] "/video-collaboration/" for example?
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        Brian Denneny @ Sanford Whiteman on Dec 5, 2018 2:49 PM
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        It looks like it is working when I remove the www.company.com and then the .html parts.
        
        Thanks for your help with that. That being said how do I differentiate which page someone came from if I have a marketo landing page that say 5 different products come from. I don't use referrer for that do I? This hasn't been working for me so far. Looks like I have no data on where a lead came from once they arrive at the LP with a form on it according to activity logs.
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        Sanford Whiteman @ Brian Denneny on Dec 5, 2018 3:03 PM
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        Do you mean the page visited immediately before the page hosting the form? (Which is the true document.referrer, not the same as Marketo's other use of the term "referrer" in the SC.)
        
        Yes, you can use Hidden fields that Auto-Fill from query parameters on the immediately previous URL (Referrer Params in Form Editor).
        
        If you need more information than is found in the query string alone, you can use Forms 2.0 API JS to set Hidden fields to, for example, the full document.referrer URL or its pathname/filename part (which aren't supported natively as Editor options).
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        Brian Denneny @ Sanford Whiteman on Dec 6, 2018 9:35 AM
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        Thanks Sanford Whiteman would something like the below work?
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        Sanford Whiteman @ Brian Denneny on Dec 6, 2018 9:58 AM
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        No, that won't work. Referrer Parameters are query params -- keys and values in the query string portion of the referrer URL (after the ?). Just like query params in the current URL, only they come from the previous URL. But they don't include the protocol, hostname, pathname, or hash.
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        Brian Denneny @ Sanford Whiteman on Dec 6, 2018 12:29 PM
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        So is there a way to pull in the full referrer, the full URL of the page the person was at immediately before filling out a form?
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        Sanford Whiteman @ Brian Denneny on Dec 6, 2018 12:53 PM
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        Yes, I posted the code here: Re: How to Access _mktoReferrer or Referral URL field in Marketo
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        Brian Denneny @ Sanford Whiteman on Dec 7, 2018 9:21 AM
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        Thanks Sanford. We can put that in immediately. Can you let me know how the actual retrieval of the field would work on the form though? Is it like the image I posted above?
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        Sanford Whiteman @ Brian Denneny on Dec 7, 2018 3:19 PM
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        "retrieval... on the form" isn't the way I'd put it.
        
        Using the linked code, you're adding a hidden field to the form. Nothing else need be done on the client side.
        
        That field will then be available in Smart Campaign and/or Smart List filters on the server, like any other field.
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- Brian Denneny @ Gerard Donnelly on Dec 5, 2018 9:56 AM
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  Gerard Donnelly This method isn't working in a smart list. What I have is a URL not a marketo landing page since the form is embedded.
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