We have a third party ebook that we, once requested via a form, will need to supply a download code to the requester to complete the download of the book.
Each download will be a unique download code.
Is there an easy way to distribute these codes in Marketo? Or does anyone have a method they have used in the past to make this process automated?
Need a little more detail here. Are the download codes assigned by a third party? Do they provide you with a pool of download codes to assign as needed? Do you need to feed the distributed codes back to them along with the assigned lead's email address?
We purchase a bulk amount of downloads/codes that will be assigned as needed.
We do not need to provide the codes/email addresses back to the third party.
Yes. At my old job, we did some thing exactly like this.
We uploaded the promotion codes in a SQL table. We created a web hook service that fetched 'next unused coupon code' from this table every time it is requested. In Marketo, we created a web hook to call this service every time a lead (requester) registers. It also marked that promotion code record as 'used' and also tagged that promotion code in the SQL table with the requester's email address.
(We also had some fancy code to automatically notify the designated person when only 10 coupon codes were left unused)
Thus to implement this, you will have to create such a web service with SQL table. There are couple of variations but this is the basic idea. You will typically have to secure a web server, have mySQL (or some other database), write php (or some other server) code and create a web hook in Marketo.
Another quick option is to use this ready made Web Hook Library.
It is a paid service though.
Hope this helps...
Yes, I have done something similar. What I did was upload codes ahead of time as a field so that every lead in my target audience had a code, then just used a token to distribute the code in an email.
Another way to do this is to use a webhook to go retrieve a unique code as part of a work flow. The webhook will update the field. then have a wait step for like 5 minutes before you send the email to make sure the webhook completes its process. Again use a token in the email grab the code.
That is correct. As I replied to this thread on March 3rd,
You will need a separate hosting provider to host your 'web hook' server. And a database to store these 'codes'.
And you will write server based code to return 'next unused code'.
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You can 'repurpose' and use either
Marketo ID (that will be unique per lead).
SFDC ID (unique per lead too).
But I guess, you might want to allow different codes for different downloads by same person.
In that case, you can use a webhook. You can write your own or use one from BrightHooks.com as described in this post
Hope this helps