We are a financial services company, and we offer special reports on our website with financial guides and our take on market activity. We require readers to fill out a form with some basic information to access these reports, and they can also check a box indicating that they'd like an adviser to reach out to review their portfolio. If someone new to our database asks for a portfolio review, Marketo assigns them a lead owner so they can be followed up on. Some of our leads and prospects are older and not the most tech-savvy, and recently we've been seeing more and more people fill out 2 or 3 or more of these forms in very quick succession, probably without paying attention to what fields they're filling. When new leads do this, they run through multiple smart campaigns at the same time, getting assigned one lead owner, then immediately getting reassigned to another, which then has to be sorted out over email. I've been trying to think of a good way to prevent this using steps in the flow, so that we still get the data on how many , but can't seem to find an elegant solution that would be practical to implement in dozens of programs. And even if I find a way to stop them from going all the way through the flow, will it work correctly if someone is going through multiple smart campaigns at once? Any ideas for how I could fix this, or are we going to have to keep sorting it out after the fact?
... View more