Yaron_Meiner

Yaron_Meiner · ‎10-22-2021

Guys, forgive me for being snarky here, not every day i get to challenge @SanfordWhiteman 's solution. i deserve a marketo award for this. There is a way to compare fields with two smart Campaigns if the result here is to make sure two fields are not equal. Let be field named XXX Let there be two fields we want to compare: YYY,ZZZ Smart Campaign #1 - trigger by data value changed to YYY,ZZZ and lead is created. - Filter by criteria of your choice. - Workflow: -- Change data value of XXX by the content of YYY -- Wait 2 seconds. -- Change data value of XXX by the content of ZZZ Smart Campaign 2 - Trigger: Data value changed for XXX twice in the past minute. - Filters: campaign #1 was requested - Workflow - whatever you want to do if the fields are not equal You can do the same thing with testing if fields are equal by adding a third campaign that is triggered by the first campaign after 10-15 seconds to make sure the lead is not a member of the second campaign but this is a bit convoluted and i didn't need it.

Yaron_Meiner · ‎02-24-2021

what about anonymous information? views, clicks etc.

Yaron_Meiner · ‎08-20-2020

I think that after two years it does not look like marekto is eager to make this happen. I don't see a way to remove personal details completely without deleting the record.

Yaron_Meiner · ‎05-07-2020

I understand that but what happens when the user decides to put 'null' in one of the fields? The two solutions here, in my opinion, can be: As suggested - to replace the value of the field to something else. [n/a] might be a good solution because it keeps the field with some value. this can be done either with a smart campaign or with a piece of code My preferred action - to return to form on validation level or mark to the user that they have to put a real company name (and risk that NULL inc is not using a shortened brand name) I would actually want to see it as a functionality of the embedded forms.

Yaron_Meiner · ‎05-06-2020

I just tested it, it happens also with embedded Marketo forms...

Yaron_Meiner · ‎05-06-2020

I had a user that filled a form with "null" as the company name. Since i am not using embedded marketo forms but backend submission, the value of the company name was null. even if i sanitize the field, the value is still null because it's a valid string. The result of it was that the company name stayed empty and the lead did not sync into SF because of the mandatory field requirement. I have a way to validate and return an error to the user on form field globally in code but i wanted to use the smarts of the nation and see if there is a better way to resolve this. Please feel free to bash me for bad behavior if exists. Yaron

Yaron_Meiner · ‎02-10-2020

I thought about this but it means that i need to edit the munchkin code. I'm trying to stick to original since I am using a maintained Drupal module but I think i am changing my approach now a bit. The only reason i need to not track the specific page is that i am using it to retrieve the marketo cookie by a get from another site. It's a chicken and an egg thing - if the user is new to the websites and travels in a secondary site, i want them to be introduced to the cookie in the main site so i can share the cookie id between sites (iframe comm, you wouldn't expect me to do simple things anyway 😁 ). when i look at the activity log of the user - I see the visits to the page in the iframe. It could be an ok solution but our salespeople use sales insights and look at the pages the user was looking at. I guess the solution would be to transfer back the page with parms to a custom page that is viewed and use apiOnly + shoot a visitWebPage.

Yaron_Meiner · ‎02-07-2020

I have a few pages in the website where i want the munchkin but i don't want to track the page view. Is there a way for me to remove the page view from specific pages? some kind of meta that is telling marketo - don't trigger a munchkin page view or something like that.

Yaron_Meiner · ‎03-20-2018

The way i did it: I added the munchkin token (_mkto_trk cookie) to every lead in intercom. Lead is synced to sf and from there to marketo (takes about 10 minutes, since we already have bizdev in touch with the lead it is ok by us) - intercom deliveres - Name, email, company. When lead arrives to marketo - webhook to intercom to complete all additional details - country, state/province, ip, etc. in this call we also get the munchkin token. With the stored munchkin token - second webhook to marketo itself - /save2 that includes email & mkt_trk, (we created a dedicated form i named associate lead) - this associates the lead to the anonymous lead the user was in the beginning. Zero code integration achieved (well, except for the embed and mapping of fields to intercom but that's local JS). * Yes i did submit a form from marketo webhook to marketo save2 and it works, saves the need to authenticate. What we are missing, is the ability to associate lead as a smart campaign, it could save a webhook, but it works.

Yaron_Meiner · ‎03-19-2018

Yeah, that's what i am trying to avoid... if I would have written the babel fish here, I would have went with intercom -> api (with intercom event webhook and api call) -> marketo /save2 but its another piece of code to maintain and monitor. If i can find a way to associate/merge with a smart campaign it could be ideal.

Yaron_Meiner · ‎03-19-2018

I'm using a marketo webhook to draw the information from Intercom are you suggesting to trigger a webhook from marketo to marketo? possible race condition?

Yaron_Meiner · ‎03-19-2018

Hi all, I am integrating Intercom with our systems. and i use webhooks to complete the data that SF gets from intercom by using a webhook and it works basically great buy one thing - Merging with the munchkin of the user. Since the user is already traveling the site and using the chat in the site, it already has a munchkin id. I can send the munchkin id through intercom. What i am missing is how to map the munchkin id in a way that will merge the annonymous data with the current lead that was created by sf. the sync looks like that website -> qualified lead in intercom -> sf -> marketo (by sf <-> marketo sync), webhook with email from intercom -> data is in marketo. * Please avoid giving Zapier ideas, i do maintain my own api and trying to avoid the extra link in the chain.

Yaron_Meiner · ‎11-21-2017

Not sure I'm asking it in the right place but worth the shot. i'm using /save2 to pass data from classmarker.com webhook. I created a form called Attempted Test and every time somebody finishes a test, it sends the details to marketo and of course sets data in SF. Everything works as expected, the only thing that bothers me is the activity in the log (excuse me for my over attention to details). The activity that is created at the moment is: "Fill out form" , "Classmarker.Attempted a test" The problem is that its not the action that was preformed. I understand the original intention of form2 API but is there a way to change the action itself? instead of filled out a form - to present - Attempted a test + the name of the test. This is of course only in marketo - in sales insights in sf I have an interesting moment that is corresponding with the activity itself. Example:

Yaron_Meiner · ‎10-10-2017

This will help us a lot!

Yaron_Meiner · ‎02-23-2015

I am having the same issue. I am trying to avoid server activity on ajax calls to marketo which means that i have to pass the gap of the cross origin issue. Is there a way to get the response wrapped for jsonp?

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Date Registered	‎12-10-2014 09:37 AM
Date Last Visited	‎12-06-2021 03:48 PM
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