The Initial Problem:
We have Youth Education Webinars/Seminars that have specific criteria (Age, Membership, etc) to qualify due to incentives. We host the registration form on our website, and it pushes entries into Marketo. There are no criteria requirements tied to registration and in theory we can have multiple students register under the same Email Address since sometimes we have families with multiple children all under the same Email Address.
Marketo Data:
- The majority of the data that the Lead needs to qualify is in a Customer Profile Marketo custom object. The one data point outside of this is house in a Deposits Marketo custom object.
- There is a "Customer ID" field that exists for each unique record and is carried across all objects
- In order for qualification, essentially the Lead/record has to meet certain Customer Profile criteria and a specific Deposit criterion for that same Customer ID
- So, if we had a Record with the Customer ID of 12345, this data point exists in both Customer Profile and Deposits.
The Problem and End Goal
Where this becomes an issue is that there are a few things that cause issues for this:
- No way to "auto-verify registration using Smart Lists because as far as I am aware there's no way to match specific records across different objects at scale without specifying the Customer ID to match. So, if I had the "Has Customer Profile" filter and the "has Deposit" filter, it's going to look for matches across all records which could lead to a child's Customer Profile data with the parents Deposit data.
The only way to match would be to have the constraint of "Customer ID is. . ." which does not work when we do not have a pre-set list of registrations.
- I have a Velocity script that can match between objects, but as far as I am aware there would be no way to automate actions based on the Velocity output. For example, if the Velocity script noted that record A met the qualifications, I'd want to move that Lead into the Registered Program Status and send an email. If they did not, I'd want to send a different email.
- The ultimate end goal would be if there would multiple qualifying records under the same Lead, to be able to send specific email based off data points - but again I don't think this can be automated.
I hope this makes some semblance of sense. I am trying to automate as much of this process as possible, but I fear that it's going to be a case of putting registrations into a bucket/list and THEN inputting the Customer ID to match and moving Leads from there.
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