Re: One Form / Program for multiple product pages (Data overwritten)

Anonymous
Not applicable

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!

17 REPLIES 17
SanfordWhiteman
Level 10 - Community Moderator

That first choice isn't necessary and will absolutely mess up your goal. (Neither is the second choice actually, it's just to avoid an extra line break.)

Anonymous
Not applicable

So I should just put

Change Data Value:

Attribute COMMENT HISTORY  - NEW VALUE IS

{{system.dateTime}}:{{lead.Comment Capture}}{{my.linebreak}}{{system.dateTime}}{{lead.Comment History}}

Do I need to clear the comment capture with NULL at the end?

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Thanks again!

SanfordWhiteman
Level 10 - Community Moderator

So I should just put

Change Data Value:

Attribute COMMENT HISTORY - NEW VALUE IS

Sure.

Do I need to clear the comment capture with NULL at the end?

No, it will simply represent the most recent comment. No need to clear it.

Anonymous
Not applicable

Thanks again..

I ve been trying all these things, but nothing seems to fix it.

All the prefill options in the ofrm are disabled. Is it possible that i have to set the comment capture or comment history prefill option to enable?

Anonymous
Not applicable

Hi!


Thanks for all the responses...Sanford WhitemanJay 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..

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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

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Any suggestions?

thanks again!

SanfordWhiteman
Level 10 - Community Moderator

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.

Anonymous
Not applicable

Sanford Whiteman

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)

SanfordWhiteman
Level 10 - Community Moderator

(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).

Anonymous
Not applicable

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..


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SanfordWhiteman
Level 10 - Community Moderator

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).

No, that's fine, as long as the Filled Out Form is being logged.

I feel like you're giving us slightly different info from what I see here: the Change Data Value is appending data to the history field at least once, no?

Anonymous
Not applicable

Now that you mention it...

Fills out form is the same as Filled out form?

that slight difference might be our issue here.

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Regarding the History comments, this is what I see when I double click on a "member" of the program and then click on the "info" tab

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MAYBE i should need to create separate smart campaigns for this?

My current campaign structure is as follows:

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SanfordWhiteman
Level 10 - Community Moderator

Filled/Fills are the same, depends on whether you're looking at trigger/filter/log.

I think you have a flow step that's clearing the Comment History by accident. So you need to audit your existing SCs more than create new ones!

Anonymous
Not applicable

Just in case..

Should I put all of these in separate steps? (i ve added the comment capture choice to test, but it was not present during all our thread)

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Jay_Jiang
Level 10

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:

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SanfordWhiteman
Level 10 - Community Moderator

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.

Anonymous
Not applicable

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!!

SanfordWhiteman
Level 10 - Community Moderator

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.