Megan_Koelemay
Level 2
Boulder, Colorado
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03-11-2020
09:29 AM
What about through activity logs vs. lead fields? We're pulling data from form fills into our CRM via the activity table, not the lead table (I might be using the wrong terminology as I'm not a dev, but that's my basic understanding).
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03-09-2020
01:47 PM
Is there a way avoid overwriting data when a form is submitted with blank/null values? We use a single webform in several different places on our website, and the form fields differ depending on which form the user is filling out, so we hide unused fields. When the user submits the form, the hidden fields get submitted too, and any existing data on them is wiped out. We can't use Marketo's built-in feature to block field updates, because it's not possible to use it to block ONLY the null/blank values. It retains the original value for the lifetime of the field, which is not our goal. https://docs.marketo.com/display/public/DOCS/Block+Updates+to+a+Field
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02-19-2020
01:49 PM
Has anyone out there connected their Marketo instance to Google Data Studio? What are you using for the integration?
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02-13-2020
10:54 AM
Thank you!
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02-13-2020
10:28 AM
To clarify, my thought is that very few people would click on some of those URLs 4 or more times in 7 days, but they'd at least click it once, click another one a couple times, click another one time (for a total of 4).
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02-13-2020
10:26 AM
But would it have to be AT LEAST 4 visits on AT LEAST one of those URLs? I was hoping to capture people in the latter scenario, where the 4 visits could be spread over a number of webpages. I'm not getting as many people in my nurture campaign as I had hoped, and I'm wondering if the logic doesn't work the way I thought.
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02-13-2020
10:17 AM
We use the "Visits Web Page" trigger to enter people into a nurture stream. It looks like this: Visits Web Page - Webpage contains (any of 5 values/URLs) - Date of Activity in past 7 days - Min Number of Times: 4 Does this setup mean someone will only qualify if they have visited at least ONE of the URLs at least 4 times? Or does it mean they would qualify if they visited a combo of those URLs for a total of 4 visits? (For example, they visited each URL one time in 7 days, for a total of 4 webpage visits. Or if they visited the first URL two times, then the third URL once, and the fifth URL once - for a total of 4 visits.)
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01-16-2020
12:54 PM
Interesting! So I would first create a different DateTime field for each possible combo? Our Javascript resources are a bit limited so in the meantime, would you still recommend your original suggestion to look at Fills Out Form trigger + ALL set of filters (for current data, not lookbacks)? I'll be on the lookout for your webhook post. Thanks for the input!
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01-13-2020
09:52 AM
Could I use a Fills Out Form trigger plus a Data Value Changed filter that looks for a change on that field in the past 5 minutes, or something like that? Would that be more accurate?
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01-13-2020
09:43 AM
I've actually been doing this as a workaround for some time now, but wondering if there's some functionality I'm missing that would be more fool-proof. The data in the filters could already exist on the lead record due to a previous form fill, so I can't be 100% sure that my combination of trigger + filter(s) are actually part of the same form submission. I did create a smart campaign to clear out one of my custom fields each night, but that solution doesn't fit every business case.
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01-10-2020
03:43 PM
Moved! Thank you, Sanford!
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01-10-2020
03:17 PM
We incorporate forms in many places on our website with multiple options on each one, so to make things more efficient on the production and maintenance side, we use one global hidden Marketo form in the background, with several hidden custom fields to capture specific information about what instance of the form they came from and what combo of things they are requesting as part of the form submission For example, we have a form where someone can sign up for our email newsletter, and there's also a checkbox option to request our print catalog. We have another instance of this same form where someone can request a PDF with the same option to request a catalog. We want to trigger different campaigns based on which instance of the form they came from and the different options they select within (for example, if they don't request a catalog, they do not need to be passed to our catalog fulfillment team. If they do, I want to deliver an email alert to the team.). But to be able to tell this, it requires looking at a combination of our custom fields. My question is, can I use multiple form fields as constraints in a single Smart List filter? I tried "Fills Out Form" trigger, but there aren't constraints for form fields. I tried "Data Value Changes" trigger with Source=Web form fillout, but I can only look at one attribute at a time, and I need to use multiple attributes. As I understand it, using two triggers is an "OR" relationship, not "AND." Help?!!
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11-06-2017
02:44 PM
Hi Josh - Is there a difference in how you would set this up to find new or existing leads whose Date of Births are updated at a future point in time? If I'm understanding correctly, a batch campaign as you outline above would only find the leads who already have Date of Birth info. I want to do that, but I also want to continue triggering birthday emails when any given lead's Date of Birth is populated in the future by our sales team. My idea (so far) is to set up one trigger campaign with a "Data Value Changes" trigger to listen for changes to the Date of Birth field (with a constraint = New Value is not empty). Then the flow would contain the anniversary Wait Step and Send Email.
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Latest Tags
- blank fields
- field updates
- form submissions
- forms
- null values
- overwriting
- connectors
- data
- data analysis
- data visualization
- Google Data Studio
- integrations
- trigger
- multiple values
- visits web page
- constraint
- constraints
- data value change
- data value changes trig…
- fills out form
- form field
- form fields
- form submisson
- hidden form fields
- triggering campaigns
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| Name | |
| Location | Boulder, Colorado |
| Date Registered | 01-14-2016 02:05 PM |
| Date Last Visited | yesterday |
| Total Messages Posted | 16 |
| Total Tags | 15 |
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