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Tracking multiple product interests

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Anonymous
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Tracking multiple product interests

We created 3 separate boolean fields to track each of our products. The issue we are having now is figuring out how to track the most recent product interests even if the boolean field is already checked. Should we create a new field called product interest recent and have it be overwritten each time? Would be great to hear what other companies are doing. Thanks in advance!
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Grant_Booth
Level 10

Re: Tracking multiple product interests

It sounds like you need a string field to record the name of whatever product they are most recently interested in, as opposed to a boolean field?

As per Sydney's suggestion, you might want to set up an appending string field, so it adds the new value to the end rather than overwriting it. You could use a method similar to that outlined here:
https://community.marketo.com/MarketoArticle?id=kA050000000KzejCAC
w
here you set the value of their Product Interest to {{lead.Product Interest}}; {{lead.Product Interest Temp}}
where Product Interest Temp is another custom field meant to temporarily store the additional value.

That way if someone's Product Interest was "Marketo" and then later on they filled out a form and chose "RTP", the data value saved in Marketo would read "Marketo; RTP"

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Anonymous
Not applicable

Re: Tracking multiple product interests

What if your lead's interest in products change over time? Would you be interested in tracking the change as well?
Grant_Booth
Level 10

Re: Tracking multiple product interests

It sounds like you need a string field to record the name of whatever product they are most recently interested in, as opposed to a boolean field?

As per Sydney's suggestion, you might want to set up an appending string field, so it adds the new value to the end rather than overwriting it. You could use a method similar to that outlined here:
https://community.marketo.com/MarketoArticle?id=kA050000000KzejCAC
w
here you set the value of their Product Interest to {{lead.Product Interest}}; {{lead.Product Interest Temp}}
where Product Interest Temp is another custom field meant to temporarily store the additional value.

That way if someone's Product Interest was "Marketo" and then later on they filled out a form and chose "RTP", the data value saved in Marketo would read "Marketo; RTP"

Dory_Viscoglio
Level 10

Re: Tracking multiple product interests

Hi Michelle, you could also create a date time stamp field for each of your product interests, and this way you would have not only a record of their interests, but also a timeline. It's more fields, but it could also be more useful in the end.
Anonymous
Not applicable

Re: Tracking multiple product interests

Thanks for all the responses! Grant, really like the idea of appending a string field...will definitely try that out!
Anonymous
Not applicable

Re: Tracking multiple product interests

With regards tot he string field method, how do you then leverage that information for either scoring or nurturing? do you do things like put them in a stream based on if that field contains a value?