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
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.
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.
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.
KV HTML isn't the same as Pre-Fill. You haven't described what you're trying to accomplish, but whatever it is, using the API in response to untrusted user activity is a no-no.
I'm trying to accomplish a few things here. Not all is a single process.
1. When someone comes to any form on our website (external) or marketo landing pages, their information is prefilled and progressive profiling works. This is pretty standard UX design is it not?
2. Exploring KV HTML as a way to improve UX further by removing the form completely if the visitor is known.
I'm not sure what you mean but "untrusted user activity". Isn't form prefill basic MA functionality that web visitors have come to expect?
Sorry, I am a former Eloqua/Hubspot user and been in Marketo for 2 weeks, so still trying to get my bearings.
1. on our website (external) or marketo landing pages, their information is prefilled and progressive profiling works. This is pretty standard UX design is it not?
Not necessarily, once you consider the security model used for default Pre-Fill.
There must be a mutual whitelisting of the external site and your Marketo instance, or you'd be allowing any site operator to get the personal data of anyone who has a record in your Marketo db. This is why Pre-Fill does not work when you use the standard form embed, because cannot discriminate between external sites you control and external sites under malicious control.
I'm not sure what you mean but "untrusted user activity". Isn't form prefill basic MA functionality that web visitors have come to expect?
I'm talking about unauthenticated, unlimited anonymous pageviews being allowed to consume your API calls. This must never be done: if you do this, anyone can use your entire API limit up in about 1/2 hour.
N.B. KV HTML doesn't need to have a button, either. It's customary to leave the <button> tag in place so you still get a log of the Filled Out Form context, butyou 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.
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"
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.
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.
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