'Preview Sample' for a landing page for a perticular lead.

[Anonymous]

We love the 'Send Sample' email for a perticular lead. That helps us to pinpoint and validate personalizations and dynamic contents are correctly populated in our emails for multiple scenarios.

It would be great if there is a 'Preview Sample' for a landing page for a perticular lead. That will help us to validate dynamic contents, and more importantly for us, rendering of landing pages in different scenarios of progressive profiling based on how complete or incomplete the lead's profile is in our database.

Technically there might be some cookie etc based limitations etc to make it happen. May be 'incognito' browsing mode might help. Is this functionality in the roadmap?

If not, I was thinking of creating a framework in our Marketo instance and API etc to implement this as a tool for me.

[Calvin_Lam]

Hi Rajesh,

If you are using Snippets or Segmentation as your Dynamic Content on your landing page, you can use preview Landing Page based on Segmentation.

I am not sure if this answers your question.  Is there another type of Dynamic Content you are using on your landing page?
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Thanks,

Calvin

[Anonymous]

Thanks Calvin,

I also wanted to confirm selective rendering of form fields used in Progressive profiling based on the completeness of profile data for a sample lead.

Thanks

Rajesh

[Calvin_Lam]

Thanks Rajesh.  It is an awesome idea!

There is an open source browser automation tool that might help your situation for now.  It is called Selenium http://www.seleniumhq.org/

You can use it to record a few steps say for example, Step 1 - Fill out Email, First Name, Last Name, Step 2 - Fill out the rest of the form, Step 3 - Clear all cookies.  After you record it, you should be able to re-run it anytime you like to see the test results.

I know this is still quite a bit of extra work but thought that it might help if you want a solution soon.

Calvin

[Anonymous]

Thanks Calvin,

I thought about automation / macro way. Because I am going through these steps manually right now.
Another way I do testing is to create a lead (my own) and add/remove data from that lead's profile in marketo and check how the landing page renders for each level of completeness.

I am thinking of a multi-step solution where on first webform, I get to search / lookup a lead by entering just email address (will have to test if I can create a landing page in Marketo or a API based page). On the next (thank you page) I can just paste the url of the landing page I want to check.

So a couple of questions,
Is there any way to 'look up' a lead outside of Marketo application using a webpage?
Is there a way to 'remove' marketo cookie (only) by going to a marketo webpage?

I created a similar solution for another marketing automation solution to check this scenario and am trying to do the same if its not in product. Not super urgent though so take your time.

Thanks

Rajesh

[Calvin_Lam]

Hi Rajesh,

Below are responses to your questions based on what I am able to find out so far.  I think that your use case can be accomplished through the APIs but if you run into difficulties, it will be best to consult with the Services team.

Is there any way to 'look up' a lead outside of Marketo application using a webpage?

>> Yes, you can look up a lead using the SOAP API based on an valid Lead Key.  For example, you can use the Lead Email Address to find the Lead Record and its attributes using the getLead call.  See http://developers.marketo.com/documentation/soap/getlead/ for more information.

You can make SOAP calls from either javascript client side code (through JQuery Soap Plugin for example) and pretty much any server side language with a SOAP library.

Is there a way to 'remove' marketo cookie (only) by going to a marketo webpage?

>> I think you should be able to do that if you embed some client side javascript code in the landing page to find all the Marketo cookies using some regular expression or simple string matching.  After you find them, you can use javascript to remove them.  However, I am not sure if this is best practice and probably best to consult with services.

Hope this helps.

Calvin

[Anonymous]

Thanks Calvin. I will give it a try.

Rajesh