Score not being awarded on Form Fill out action

[pathakshubham]

Can anyone helpout with below?
We have two forms available for content downloads, and there is a scoring campaign in place for content. In this campaign, we used the trigger "Form Name Contains = content" to score on the form the submissions. However, we have realized that for those two content forms, we forgot to include "content" in the Form Name.

As a result, it has come to our attention, after four months, that the records filled out using these two content forms did not get score upon content form submission.

Now, we intend to rectify this by awarding a score of +25 to these records. Additionally, we want to verify if a person has achieved a score of at least 40. If this condition is met, we will mark them as "Is MQL = TRUE" and MQL Date with the date when the lead reached a score of 40.

Herein lies the challenge: we need to check the person's score before their submission of the content form so that we can ascertain if the lead had already been scored previously, with a person score of at least 40. This will enable us to determine the MQL date for the point at which they should have qualified as an MQL.

We are trying to find an automated way instead of manual process by looking at activity log for each record.

[Darshil_Shah1 · Accepted solution]

Well, I don’t think you’d be able to do this just via a Smart Campaign. I think you can do the bulk activity export, look for the form fill out activity, its date, and award the score. You can sift through the last Change Data Value activity of the scoring field before the fill out form activity, check the new value, and if that is >40, you stamp that activity date, stamp the filled out form activity date if that was what led the person to reach MQL scoring threshold. You’d have build a sort of automation to do this at scale instead of having to do it manually.

[SanfordWhiteman]

Like Darshil says, you need to do a Bulk Extract using the API to capture the old state of play. But bear in mind that “4 months” is a danger sign. You’ll only have 3 months of Data Value Changed activities. So get started ASAP!

[Darshil_Shah1]

Yes, great call out! @pathakshubham, data value change activities are stored for a period of 90 days from the date of activity. Check out all about Marketo’s data retention policy here. Also, here’s the link to Marketo Bulk Activity Extract developer documentation for your reference.

[pathakshubham]

Thanks @Darshil_Shah1