Hi all!
This is my first participation on the forum.
Here´s my issue:
We have multiple products, and each of them has a "product page" with a form.Forms are made by us and data is passed over to a hidden marketo form in the page.
Form fields are:
- First Name- Last Name
- Email Address
- Phone Number
Product (this value is automatically filled depending on the product page the visitor is sending the form from)
We created a Web Request Program with a "Fills out form" campaign.
The problem is that if a user fills multiple forms, all data stays the same (that makes totally sense, ) but the product value keeps updating, and we won t be able to see all of them (or at list thats what we are afraid of now).
Do I need to duplicate the program for each product page (considering that this means I need to re create all the forms and link all the forms with the marketo js script provided) ?
I am abit confused about how to work this out. Has anybody experienced something like this before?
btw: we are also syncing to sales force prof.
thanks in advance.
best!
You can't solve this in the browser because it's part of how Marketo forms are processed on the server: a lead field can only store one value at a time.
The usual workaround is to use a history field. This is a textarea field; every time a form is filled out, run Change Data Value and set the history field to {{lead.history field}};{{lead.product name}}. Then you have a semicolon-delimited list. You can also (recommended) add {{system.datetime}} to the history field for each occurrence.
Alternately, if you have programs dedicated to each product, add the person to a program when a corresponding request comes in.
Thanks!! This was really useful..
I ve followed the steps but I think I m still doing something wrong.
I can ´t get the "Comment History" filed to be appended with all the comments from before, instead it just updates.
My flow is as follows:
choice 1: IF Comment History IS EMPTY >> THEN Comment History = {{lead.comments}} (*I m not sure about this.. is comments the same as comment capture?)
choice 2: IF Comment History IS NOT EMPTY >> THEN Comment History= {{lead.comments}} ;{{lead.Comments-History}}
Default Choice: Comment History = {{lead.comments}};{{lead.Comments-History}}
I don´t know why but I still get my "new values" underlined in red with the "Token Key Not Found" message..
Any suggestions?
Thanks in advanced!!
You'd be the better judge of what the appropriate {{token.names}} are for your instance.
If you open the Rich Text Editor on an LP or Email (or various other places) you can choose the right token names from the menu and then copy them to the flow step.
Other than that, looks like you're doing it right.
Same answer as Sandford's.
Just adding on though since we use SFDC and have a similar set up. If you create the field in Salesforce as Picklist (Multi select), you'll be able to see a summary of all products/services the lead/contact has submitted forms for like so:
Hi!
Thanks for all the responses...Sanford Whiteman Jay Jiang
I still seem to be doing something wrong..
Here´s all i ve done so far
Thisis part of the flow of a smart campaign..
But when I go to the person s info, both the comment and the history field hold the same value, which keeps updating.
I even tried (not sure if this is the best practice) to create a list for each product within the program, and add the person to the corresponding list based on the form they filled
Any suggestions?
thanks again!
I can't see the full text of your second Change Data Value step. Can you copy that out so we can see it on the Community?
Your Static Lists are a fine complement to this approach.
Thanks so much..
IF comment history IS EMPTY, THEN Comment history
{{system.dateTime}}:{{lead.Comment Capture}}
DEF CHOISE
Comment History:
{{system.dateTime}}:{{lead.Comment Capture}}{{my.linebreak}}{{lead.Comment History}}
Regarding the lists, I believed it would be a kind of fix, but they don t seem to be populated as i test: If a user requests more than one product, should he or she be added to one more list? (That was mi idea)
(You don't have to @ me as I'm on all the time anyway! )
Are you positive that {{Lead.Comment History}} is the token name for that field? You can check by going into the Rich Text Editor on an email or LP and opening the token list.
In the Activity Log for a lead that qualified here, do you see only the expected Change Data Value entries (just making sure you don't have some other campaign you accidentally left enabled).
Thanks again..
Here is a print on how i receive the data on my email and the token on the editor..
I am doing the following:
My form is a non marketo form, and I (a dev from my team actually) embeded the form with the js provided by marketo, an pass the information to process it. (maybe this is an important information).
- It does not seem like the same contact isbeing populated on more that one list as well..