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Tips on capturing downloads from form fillouts AND visiting a success url

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Caitlin_McCorm3
Level 3

Tips on capturing downloads from form fillouts AND visiting a success url

Hi! We are hoping to update our asset download workflow. Once we capture lead information, we don't want forms to appear anymore. We've figured that out on the engineering side (cookie'ing leads so we know that they don't need to see a form). But I need to determine the best way to set it up in the smart campaign associated with the asset. Currently I have this, but it's not working:

Screen Shot 2016-01-27 at 9.06.01 AM.png

The flow step that follows is: Program Status is Content>Downloaded.

How can I correct this? Thanks!

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Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Figured it out - had to use a querystring.

Screen Shot 2016-01-28 at 9.30.23 AM.png

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12 REPLIES 12
Kenny_Elkington
Marketo Employee

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Could you clarify what conditions you want this campaign to trigger for?  Do they need to have filled out a form and then have visited the page or...?

Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Kenny Elkington​ nope - it would be one or the other.

Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Meaning if they either  fill out the form OR they land on the page, their program status will change and an auto-response email will send.

Kenny_Elkington
Marketo Employee

Re: Tips on capturing downloads from form fillouts AND visiting a success url

You would want the triggers for both of these events then.  So Fills out form and Visits Web Page in your smart lists, instead of the Visited Web Page filter.

Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Kenny Elkington​ thanks for the tip. Unfortunately, it doesn't seem to be working as I'd hoped. It should trigger an email and a change in lead status, but it's not. I'm wondering now if it's related to the url itself. When I check the activity on the lead I tested, it doesn't show that the test touched that page and I'm wondering if it's because the url has ?success=1 after it.

Also, I thought we weren't supposed to have two triggers in a smart campaign (happy to do so, though).

Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Figured it out - had to use a querystring.

Screen Shot 2016-01-28 at 9.30.23 AM.png

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SanfordWhiteman
Level 10 - Community Moderator

Re: Tips on capturing downloads from form fillouts AND visiting a success url

OK, but since this will trigger on either event (OR), you maybe should change the discussion title from AND to OR.

Caitlin_McCorm3
Level 3

Re: Tips on capturing downloads from form fillouts AND visiting a success url

Yes - that's what it's set to. Thanks!

SanfordWhiteman
Level 10 - Community Moderator

Re: Tips on capturing downloads from form fillouts AND visiting a success url

The discussion says AND but your answer doesn't do AND, it does OR logic.