Hey Jep Castelein - Are we able to modify the Source Info or the Source Type to display more information on where the lead came from specifically?
Thanks in advance!
Hi Danny,
No. These fields are maintained by Marketo.
-Greg
Aww, that's too bad.
Thanks for the info anyhow, Gregoire.
You will have to manage this information though custom fields. We usually set up a "Source detail" field that we populate as needed (in your case, through the API).
-Greg
Happy new year, Grégoire Michel!
I have one last question on this. If you create this "Source Detail" field that would trigger when a lead gets created via the API, how would you know the source of the API call to correctly assign the values? As of right now, it seems like "Web Service API" is the only bit of info given when I look through the record's Lead Activity.
Thanks a million!
HI Danny,
You need to populate this field through your API call, together with the lead last name, first name or email address.
-Greg
Hi Grég,
Could you expand on this? I'm having a similar issue where we have leads coming in via two LaunchPoint partners, and I'm struggling to find a way to distinguish between the two. How would I customize the API to populate a field that isn't on the form?
Thanks,
James
Hi James,
Add an "API partner" field and ask the 2 launchpoint partners to populate this field with a value that is different for each of them and will enable you to know which one did create the record.
-Greg
Or, for even better tracking, work more closely with the partners to not just insert leads into Marketo. Get them to direct those leads into specific Marketo programs/activities so that they can be assigned proper leads sources, added to nurture, sync'd to SFDC campaigns, etc. I personally would find it a bit alarming to have raw lead records inserted from an API without more control over how they are processed and tracked.
Hi Frank,
Yes, you are right.
-Greg
Great - thank you!
Oh geez! I'm a dummy. Here I was thinking that there needed to be some kind of magical answer.
Thanks for all of your help, Gregoire!
Marketo does almost everything except wizardry and divination
You're welcome.
-Greg