How to copy content from one record to a different record?

[JeffHensiek]

Good afternoon, Marketo Community.

I'm trying to copy the content from one record in Marketo into a different record in Marketo... but not too sure how to do it.

Here's the more detailed background and where we're running into issues:

We're looking to run a referral campaign for our membership.  Our members could scan a QR code or click a link in an email, land on a web page, complete a form and "request" their personal Referral Code.  

The referral code is already populated and has been appended to our member records (a referral code data field).

We're running into issues on the QR code side of the puzzle.  

• Our Marketo instance validates using two separate fields (email & a Unique identifier).  When a member scans the QR code (i.e., while at a public event), the member is directed to a landing page, they complete a form, and they should receive an email with their personal Referral Code.
• Unfortunately, in our instance, since we use two fields to validate a record, Marketo is creating a duplicate record (after all, the member doesn't have the programmatically generated 21 digit unique identifier 😂 - an, even if they did... it's not an easy number to know (alphanumeric)).
• The duplicated member record doesn't have the pre-populated referral code value.

So, what I'm trying to do is to:

Option 1

1. Identify the members who fill out a form
2. isolate the unique email addresses
3. copy the pre-filled value from our validated record and populate it to the 'duplicate' record.

Option 2

• If there were a way to identify the "Existing" member (not the new record), then I could easily trigger the email from the existing record.  (merging to happen the following day).

And... here are a few other nuggets as well:

• De-duping.  This process needs to happen in real-time (or almost ;)).  So, running a nightly dedupe isn't going to provide a reasonable SLA.
• CRM - we don't have a CRM to ping against.

I look forward to hearing from the community.

Thank you,

Jeff Hensiek

[SanfordWhiteman]

This can be done quite easily using a webhook-compatible service that swerves back and calls the REST API. It can even merge the leads together programmatically. But there’s no magic way to do it internally using a Smart Campaign.