I built the Marketo form and Smart Campaign according to normal practice and then our developer used the Marketo module in Drupal with the form ID to set up the communication. The form submits and generates leads using SOAP and the JS API. However, the lead is not showing up in the results of the Campaign where the Marketo form is located and it's not triggering the Smart Campaign to generate a response email and an alert email.
We submitted a support case for assistance but unfortunately Marketo does not provide support for Drupal modules. Do anyone have experience with this? I'd like to first ensure that I've done everything correctly on the Marketo side for using this method. Any ideas or articles on this?
Solved! Go to Solution.
Just to close the loop.....I think we figured this out and now have it working. For the Smart List, we used the 'Lead Is Created' trigger and used the Lead Source as the constraint, and the 'Fills Out Form' trigger and used the form name as the constraint. Then I selected 'Use ANY filters' so we could catch new leads or updated existing ones.
How is the activity being logged against the lead when they fill out this form?
Often it is a lead update rather than a form fill out activity and this is why it doesn't trigger fills out form campaigns.
One option might be to use the data value changes trigger and add the source constraint for API.
Maybe Kenny Elkington might have other suggestions here? Form post option or maybe even a candidate for custom activity type?
Thanks for your response. A new lead is created and a "Fill Out Form" activity shows in the Activity Log for the lead. See screenshot below.
If I used the Change Data Value trigger, would the source constraint for API be the lead source?
What conditions are you trying to set for this trigger? Is it on Lead Creation or on form fillout?
You said you're using the Web Page constraint? Could you share a screenshot of your trigger and the URL you're using?
Hey Carolyn, that URL redirects. The live URL is this: Schedule a Live Demo | TaaSera | Preemptive Breach Detection https://taasera.com/schedule-live-demo
Good point. I've added that one the the webpages listed as constraints. When accessed from our homepage (taasera.com), https://taasera.com/node/265 does not redirect. After listing both, I tested again but I'm still having the same issue...the activity log shows "Fill Out Form" but it's not triggering the flow in that Smart Campaign.
This is my preferred solution for these types of cases: http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/