Jay_Jiang

Jay_Jiang

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Date Last Visited
‎08-21-2024 09:04 PM
Level 10
Joined the community 04-10-2017
Rank Icon Level 10
Senior Marketing Ops Specialist
Melbourne
  • solved badge Re: Using lead form values to dictate form field visibility rules

    try this:MktoForms2.whenReady(function (form) { var init_fields = { "isAgencyDynamic":"{{lead.Is Agency}}", // whatever your Marketo token is supposed to be } form.vals(init_fields);});‍‍‍‍‍‍

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  • Re: Tracking Lead Stage Progression Attributed to a Campaign

    You're correct. Creating custom fields in salesforce will automatically create a syncing custom field in Marketo.However, within salesforce, you will need to create custom fields on the Lead and Contact objects and map the field from Lead to Contact.

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  • Re: Tracking Lead Stage Progression Attributed to a Campaign

    Custom fields don't necessarily have to be created in Salesforce. If you need it in Salesforce - e.g. if you're doing the reporting out of salesforce, then create them in salesforce.In actual fact, none of our lifecycle tracking fields are in salesforce.

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  • solved badge Re: Using lead form values to dictate form field visibility rules

    Form pre-fill is limited to immediate click through from an email link at the moment unless you implement either Sanford's workaround or my workaround.

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  • Re: Tracking Lead Stage Progression Attributed to a Campaign

    So you want to create a "Last Touch" custom field that tracks key programs or scoring campaigns and a separate custom field for MQL-warm Last Touch that copies what ever is in the Last Touch field upon reaching MQL-warm.Then for your reporting, you'd filter the MQL-warm Last Touch for the specific n...

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    3723 1 5
  • Re: Associate Leads from external site to Marketo Landing Page

    In a project I've previously worked on, the preference centre was managed by the site and data was stored in the site's DB. People's preferences would be pre-filled from the site's DB and where email preferences were updated and saved in the DB, the site also triggered a REST API call to Marketo to ...

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    3351 1 0
  • Re: Associate Leads from external site to Marketo Landing Page

    What's the reason your landing page domain can't be the same as your site?Let's take a further step back, there's a fundamental problem here. You're saying you no longer want your site to track the person's email preferences and want Marketo to take care of this now. However, the first time a person...

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  • Re: Associate Leads from external site to Marketo Landing Page

    I can manually set the values for the fields in the form, but when I use the {{ lead.Email }} or {{ lead.Email Address }} it doesn't actually populate anythingnot clear what you mean here, are you only loading 1 field {{lead.Email Address}} from Marketo?Nevertheless, if your top level domain for you...

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    3351 1 6
  • Re: Associate Leads from external site to Marketo Landing Page

    new URL() and it's methods aren't supported by IE. You need to deploy some other javascript e.g. from css-tricks.comfunction getQueryVariable(variable){ var query = window.location.search.substring(1); var vars = query.split("&"); for (var i=0;i

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  • solved badge Re: Using lead form values to dictate form field visibility rules

    I was under the impression you wanted a single checkbox (boolean) according to your opening post.But yes you can customise it how ever you want. You're actually no longer limited to "yes" or "no" if you're database field is a string field and your front end is not a single checkbox (boolean).So you ...

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Public Statistics
Date Registered ‎10-04-2017 12:36 AM
Date Last Visited ‎08-21-2024 09:04 PM
Total Messages Posted 686
Likes Received 509