I think there must be a solution for this, but because I am new to Marketo I don't always know the best way to approach a request.
I need to build a form which has a multiple select check box. [To be used at an event to be able to send content that is relevant in a follow up email] - is this possible.
The fields would only be in Marketo, not linked to CRM.
Can I build a workflow that identifies if the box has been checked to send the information.
Would it have to be a separate email for each option?
Or could it be dynamic?
Any advice, direction appreciated.
Thanks 😊
Solved! Go to Solution.
Yes, you can make a smart campaign (either a batch or a trigger) that looks for the change data value of your field. If you are wanting to send the prospect an email showing them their selection, that is possible too. Use lead tokens.
I need to build a form which has a multiple select check box. [To be used at an event to be able to send content that is relevant in a follow up email] - is this possible.
To reduce confusion for later readers, there’s no such thing as a “multiple select checkbox.“
There’s a Checkbox field type.
And there’s a Checkboxes field type.
So if you’re using a Checkboxes field, the server value in Marketo could look like “oranges;apples;pears”. (If you output the {{lead.token}} for that field, you’d see that whole string.) Therefore, if you want to know which boxes were checked, you have to use a Filter with the Contains operator. Note this type of Contains match can be prone to unexpected results, so I recommend enclosing each value in some special character like a square or curly brackets. In other words, store [oranges] instead of just oranges.