Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. A

[Sourabh_Singh_R]

Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. Also the marketing campaign are set up in a way that you will receive the content and webinar invite when you fill out the Form.

[SanfordWhiteman · Accepted solution]

The Known Visitor HTML feature ("If Known Visitor, Show Custom HTML" in Form Editor » Setup) is designed for this case.

When you enable KV HTML, instead of the full form, the known visitor only sees a single button (which can have a label of your choosing). Clicking that button will create a Filled Out Form activity, just as if they'd seen the full layout.

[Sourabh_Singh_R]

Thanks for the help Sanford. It serves the purpose

[Jay_Jiang]

If you don't even want the user to click a button, you can use dynamic content with a segment for "email address is not empty". Dynamic content is only functional in Marketo landing pages whereas known visitor settings in forms will work on external pages.

[SanfordWhiteman]

If you don't even want the user to click a button

N.B. KV HTML doesn't need to have a button, either. It's customary to leave the Download <button> tag in place so you still get a log of the Filled Out Form context, but you can have only an <a> link, that works fine.

Now, the flaw with both of these simple scenarios (yours and mine) is that if the business rule is...

• first form request for a piece of content requires a subsequent email + link click -- i.e. proving that the address is emailable
• subsequent form requests do not require an "out-of-band" emailed link

... then merely checking that the current session is associated to determine whether a lead is entitled to a direct download will not obey that rule, because after refreshing the page a couple times, the lead will see the direct link (whether or not they ever got the email). In this respect, using a more complex segmentation is better: set a field (DateTime, storing the current {{system.DateTime}}) on the lead when they've clicked a download link, and segment on that field.

[Jay_Jiang]

That's a valid point. Answer would be, have a double opt-in system to send the opt-in email. Smart campaign trigger "Email is delivered" flow => change data value "Valid Email = True"

Change the dynamic content segmentation to "Valid email = true" instead of "Email address is not empty"

[SanfordWhiteman]

I would want them to have actually downloaded something, or (maybe) opened an email if you wanted to be more lenient, but not just had a Delivered. If emails are getting quarantined or bitbucketed after delivery, they're not actually emailable.

[Jim_McLemore]

"whereas known visitor settings in forms will work on external pages."

Does this work just with Munchkin on the external page?  Or does it require an API?

[SanfordWhiteman]

KV HTML works natively with fotm embeds on external pages. (You should never use the API for such things anyway.)

[Jim_McLemore]

So I shouldn't follow these instructions for form prefill on an external page?

http://developers.marketo.com/blog/external-page-prefill/