Known Leads on Form Submission - Chose who we class as 'Known'

Known Leads on Form Submission - Chose who we class as 'Known'

I wasn't sure how to put my idea into a title so hoping some people click this.

There is the feature already that allows us to skip the form submission for 'Known' leads on a Landing Page.

What I would like it the feature to chose who we class as 'Known' for example:

Marketo known lead = someone with an email address (I think its that basic)

My known lead = someone with a minimum number of fields completed.

I'd like to be able to chose who is know and who isn't know (rather than doing it just using Segmentation and Dynamic Content)

Thanks

Juli

7 Comments

Hi Juli,

I completely understand the rationale and the need for this.

But I am afraid it will be very complex to implement: AFAIK, whether or not the lead is know is based on the presence of the munchkin cookie and the fact that the cookie seems to be associated with a lead in the DB. So, when the form code "decides" to display the form or the custom HTML, it has no idea of the lead detailed info.

-Greg

Level 10 - Community Moderator

Marketo known lead = someone with an email address (I think its that basic)

A lead doesn't need to have an email address. As Greg said, "Known Lead" would be better expressed as "Lead-Associated Session" because what it means is that a lead in your database has been identified.

It sounds like you're talking about Progressive Profiling, then stripping down the form to just a submit button once all the ProgPro fields are filled.  This can already be done with ProgPro and a little bit of JavaScript.

Note that using Known Lead HTML doesn't "skip form submission" by default.  In fact the default button is a submit button, just with a different label.

Level 7 - Champion

Hi,

Thanks for the replies - Sanford I know you've helped me loads in the past with the javascript for my pop up forms for known leads, but I want to be able to 'chose' who we class as a known lead to have the button bypass the form and go straight to the asset.

Maybe that makes more sense?

Thanks

Juli

Level 10 - Community Moderator

It does/did make sense, but the way you described your classification system was based on how many fields the lead had completed ("someone with a minimum number of fields completed").  This particular classification is just another way of referring to ProgPro.

You can segment leads by lots of other factors as well and then put a marker in the HTML (like a JavaScript variable or an HTML class) referring to the lead's segment/s.  The Known Lead HTML can then be changed accordingly, like any other piece of the page. I don't see how this is a property of a form rather than a property of a lead.

Level 7 - Champion

Sorry i'm not very good at explaining myself in text.  How does the field setting of 'If Known Visitor' define who is a 'known' visitor - that is what i'm looking for, as I want to be able to decide who we class as a 'known' visitor.

Hi Juli,

I would really like to set this up. As I am afraid Marketo will not this functionality anytime soon, I was wondering if you already found another way to set this up?

Thanks,
Marit.

Community Manager
Status changed to: Open Ideas