SOLVED

Use Smart Campaign to Edit Record

Go to solution
Highlighted
Level 4

Use Smart Campaign to Edit Record

Is it possible to use a smart campaign to alter text that exists in a field on a record?

I need a quick and easy way for our end users to strip the https:// from a field that is populated by Qualtrics (customized links to surveys). Is this possible? I was thinking a smart campaign should be able to do that but I can't find anything that would perform that action. I can see a way to change that field to something specific, but not to remove a portion of what's already in the field.

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Level 6 - Champion Alumni

Re: Use Smart Campaign to Edit Record

Do you need the data itself changed, or are you just changing the link to put it in an email? If you're just using it in an email you can do it with velocity

http://developers.marketo.com/email-scripting/

Otherwise you may want to look into a webhook or see if Qualtrics has an easy way to send the link without the https://

View solution in original post

6 REPLIES 6
Highlighted
Level 6 - Champion Alumni

Re: Use Smart Campaign to Edit Record

Do you need the data itself changed, or are you just changing the link to put it in an email? If you're just using it in an email you can do it with velocity

http://developers.marketo.com/email-scripting/

Otherwise you may want to look into a webhook or see if Qualtrics has an easy way to send the link without the https://

View solution in original post

Highlighted
Level 4

Re: Use Smart Campaign to Edit Record

Thanks! That won't help me today so we'll send this one through Qualtrics and start using Marketo for them once I can get this set up.

Thanks again!

Highlighted
Level 10 - Community Moderator

Re: Use Smart Campaign to Edit Record

To be precise, are these links being transmitted as temporary {{my.tokens}} (using the Request Campaign API) or as permanent fields on the lead {{lead.tokens}}?

I ask because the procedure is different for each case, and someone asked earlier this week about the former case and survey links.

Highlighted
Level 4

Re: Use Smart Campaign to Edit Record

They are permanent fields on the lead.

Highlighted
Level 10 - Community Moderator

Re: Use Smart Campaign to Edit Record

OK, then if you want to change the static links into trackable links (I assume that's the underlying goal?) use Velocity.

Highlighted
Level 4

Re: Use Smart Campaign to Edit Record

Thanks!