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Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. Also

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Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. Also

Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. Also the marketing campaign are set up in a way that you will receive the content and webinar invite when you fill out the Form.

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Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

The Known Visitor HTML feature ("If Known Visitor, Show Custom HTML" in Form Editor » Setup) is designed for this case.

When you enable KV HTML, instead of the full form, the known visitor only sees a single button (which can have a label of your choosing). Clicking that button will create a Filled Out Form activity, just as if they'd seen the full layout.

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Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

The Known Visitor HTML feature ("If Known Visitor, Show Custom HTML" in Form Editor » Setup) is designed for this case.

When you enable KV HTML, instead of the full form, the known visitor only sees a single button (which can have a label of your choosing). Clicking that button will create a Filled Out Form activity, just as if they'd seen the full layout.

View solution in original post

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

Thanks for the help Sanford. It serves the purpose

Level 7

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

If you don't even want the user to click a button, you can use dynamic content with a segment for "email address is not empty". Dynamic content is only functional in Marketo landing pages whereas known visitor settings in forms will work on external pages.

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

If you don't even want the user to click a button

N.B. KV HTML doesn't need to have a button, either. It's customary to leave the <button> tag in place so you still get a log of the Filled Out Form context, but you can have only an <a> link, that works fine.

Now, the flaw with both of these simple scenarios (yours and mine) is that if the business rule is...

  • first form request for a piece of content requires a subsequent email + link click -- i.e. proving that the address is emailable
  • subsequent form requests do not require an "out-of-band" emailed link

... then merely checking that the current session is associated to determine whether a lead is entitled to a direct download will not obey that rule, because after refreshing the page a couple times, the lead will see the direct link (whether or not they ever got the email). In this respect, using a more complex segmentation is better: set a field (DateTime, storing the current {{system.DateTime}}) on the lead when they've clicked a download link, and segment on that field.

Level 7

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

That's a valid point. Answer would be, have a double opt-in system to send the opt-in email. Smart campaign trigger "Email is delivered" flow => change data value "Valid Email = True"

Change the dynamic content segmentation to "Valid email = true" instead of "Email address is not empty"

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

I would want them to have actually downloaded something, or (maybe) opened an email if you wanted to be more lenient, but not just had a Delivered. If emails are getting quarantined or bitbucketed after delivery, they're not actually emailable.

Level 2

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

"whereas known visitor settings in forms will work on external pages."

Does this work just with Munchkin on the external page?  Or does it require an API?

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

KV HTML works natively with fotm embeds on external pages. (You should never use the API for such things anyway.)

Level 2

Re: Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

So I shouldn't follow these instructions for form prefill on an external page?

http://developers.marketo.com/blog/external-page-prefill/