Josh,
What do you mean by "formatted properly?" I am having trouble getting my lead's acquisition program name to appear in our internal alert emails we send ourselves when someone fills out certain forms. I use tokens in these emails to populate key stats about the lead.
I have tried both "Acquisition Program Name" which is not populating anything (even when the lead does, indeed, have an acquisition program) as well as "Acquisition Program" (I hate that there are two choices that seem so alike - but that's a complaint for another day - and this populates a random 4-digit number that has no meaning to me.
I'm trying to figure out why this token isn't working - and I'm wondering if some of my programs aren't formatted correctly, as you say. What does this mean, specifically?
Allison, you could try this approach: as soon as someone converts on your form, create a "change data value" flow step that populate a custom field with the name of the program:
Then you can use this token in your alert. Here's a snippet of one of our alerts where we use this value to identify program attribution:
Ok, that could work, but it is looking at a different value. The lead's acquisition program may have been from months or years ago - not necessarily the program for which they just filled out a form. We are trying to find a way to populate the name of that very most original acquisition program into the internal alert email.
Is there a reason that the token I'm attempting to use isn't working? I can't quite see what's different about it than some of the other tokens I'm using with success in that same email, though it's very possible that the acquisition program token could be unique. I guess if I knew it is never going to work as I need it to, I'd find a workaround but so far I haven't found reason to believe it shouldn't be working.
I think the culprit is that you're trying to dynamically populate the APN. You can't do that. You need to hard-code it in (like I showed in my example below).
Dan - I SO appreciate your help. I hope you don't give up on me even though I'm so full of questions! 😃
I'm afraid I'm confused. My problem situation is not that I'm trying to assign any lead an acquisition program - that happens elsewhere (and I believe automatically when using Marketo forms).
The situation at hand, rather, is just getting my email to tell me what information happens to be in that lead record field. So I cannot hardcode it in b/c even for the exact same form fillout, the lead could have any number of acquisition programs (since some of the leads filling out this particular form will not be brand new leads, but rather ones acquired by other past programs.)
Even in my case of wanting to generate this data, I cannot use a token? I don't see the difference in asking the email to generate the lead's phone number or company name - for which the tokens are currently working.
I do apologize if I am not explaining well or if this info just isn't sinking in through my thick head! Thanks again for your patience and help!
I'll try my best, Allison! BTW, don't assume that APN will always populate with the name of the program where the form/smart campaign exists. If the lead is already in Marketo - let's say, via a list upload (and APN was set to NONE - which is usually a good idea when it wasn't the lead's choice to enter Marketo and instead was uploaded so that you can market to them) - then if that lead ends up filling out a form, APN will remain blank. Only new leads get assigned APN automatically upon form fill out. Which is why we include this flow step in virtually EVERY smart campaign where conversion may take place (filling out a form, downloading a PDF, clicking on a link, etc.):
Yes, that is a good reminder. Thank you.
The way we do things is that it is assumed that every lead currently in Marketo has an acquisition program - which is the name of the program through which they entered our database. We want that original "entry point" to be tracked and maintained in the acquisition field. At the time of entering the database, their acquisition program gets set - through different means - and we don't touch it again.
After that original entry, all we want to do is view that info - which is what I'm having trouble doing in my internal email. I can see it by going to the lead's record, but I'm trying to use a token to view this info without clicking through to the lead record - like we do successfully with things like company name and phone number.
If APN is indeed populated with a value, there is no reason why it won't populate a token used in a real-time alert. Here, you can see where I tested both AP and APN tokens - and the values stored in each: