Alex_Bridges3
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10-01-2019
11:14 AM
It's a long story. 😕 Basically, someone else set this up, with a second button that didn't do anything. He's gone, and I'm trying to make it work.
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10-01-2019
11:11 AM
Also, it looks like when I add new answers to the form, it does not overwrite the progress, whereas before it used to. I'm wondering if I shouldn't go back to my old approach, where the form was in a form element, and the lead tokens displayed the field value as a default, but otherwise showed up blank. If I do that, I really just need a second button that lives in its own html element, that always directs to the 'save progress' page. What do I need to do to code this second button/tell it where to direct the user upon submit?
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10-01-2019
10:53 AM
Hi Sanford Whiteman, thanks for the heads up. For some reason any responses to my posts get sent straight to spam, so it took me a bit to circle back around. I got it to work....sort of. On the original page, I put the field tokens in the text area for each answer, so as to pre-populate text for anyone who had 'saved progress.' The fields would appear blank when initially visiting the page, and would pop up the answers upon revisit as the default values. This worked great when I loaded the form in a form element, and behaved as expected. ("but what about enable form pre-fill?" you might ask. It's enabled, but it doesn't work.) When I retooled it, I had to turn the area into an HTML element. Which, that's fine, it looks better than what was showing up on the freeform page before. I loaded the form script, put in your script below that to tell it what to do with the alternate submit button, etc. But - now the tokens are displaying as default values (like, the tokens themselves, not the values they refer to), and doesn't return previous answers as field values. I took the tokens out, but it's blank. We're seeing the right stuff on the back-end, but the user has no way of knowing the answers they were previously working on. Is there additional javascript I can add to save the answers and re-populate them upon revisit? We have a first step in the process to identify the lead with a form, then it directs them to this questionnaire as the second step. Again, that part is still working fine on the back end, but the user isn't seeing their information populated.
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09-25-2019
09:14 AM
So here's the deal: I've built a form where the user can go in, write answers, and then go back and edit them. If something is left blank upon submit, they're taken to a page that says "thanks! Your progress has been saved." If it's all filled out and ready to go, and they hit submit, they're taken to a page that says "Thank you for your form submission! Someone will be in touch shortly." Sounds good, right? Our program on the back end is built to listen for the visit to the 'saved progress' page or the 'thank you' page, and we take it from there. However! This has the potential to create a confusing user experience (or so I hear). So they want me to put in a second button that says "save progress". It will basically function exactly the same as the submit button, except it will direct them to the 'save progress' page no matter what. What can I do to build a second button that listens to my form, but always directs to the "save progress" page? Would it maybe be like a hidden form type thing (ex: add a Marketo hidden form to a button on another site, except this time it's a different button and on the same site)? Thoughts as to what I can do? Or resources for documentation I may have missed? Thanks!
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10-02-2018
08:37 AM
Marketo support gave me the official answer - I can't do it. Basically, if I'm attempting to display more than 60 "non-Marketo" fields (anything synced to an SFDC field; either on the opportunity object, or a custom SFDC field), it won't work. No workarounds. I brought up this thread and they said that if it's a standard Marketo field, it would work, but otherwise, there's no way. I'm not entirely sure I believe them, but they were pretty steadfast about it.
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09-20-2018
10:37 AM
One fun fact to consider - if the lead was marked as 'unsubscribed' when previously deleted, Marketo retains that information and re-attaches it to the lead if it's imported again down the road. Had this come up a couple months back, and found that out via Marketo support. Not sure if terribly relevant to the current situation, but something to look out for nonetheless.
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09-18-2018
09:22 AM
I actually don't have your email anymore, as I switched jobs since the last time I used it. How can I get in touch? The security stuff where I am now is crazy strict, like I can't send attachments to personal email or I get fired level of strict. However, I can dumb-down the master token and put that in here; it'll give me a chance to debug. (I can also ask my manager what our options are, as this project is a high priority for us.)
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09-14-2018
11:29 AM
Here's a sample of what one of the token scripts looks like: <table> <tr> <td>Label:</td> <td>$display.alt($lead.Field1, "---") $display.alt($lead.Field2, "---")</td> <td> </td> </tr> <tr> <td >Label:</td> <td>$display.alt($lead.Field3, "---")</td> <td>$display.alt($lead.Field4, "---")</td> </tr> <tr> <td> </td> <td>$display.alt($OpportunityList[0].Field5, "---") </td> <td>$display.alt($OpportunityList[0].Field6, "---")</td> </tr> <tr> <td>Label:</td> <td>$display.alt($OpportunityList.get(0).Field7, "---")</td> <td> </td> </tr> </table> Due to company security policy, I'm very limited in what I'm able to share, so that's why it looks so basic. But that's the gist of what's inside the token script, save for inline styling and actual field names. The largest one of these tokens contains a table with 6 cells per row, and 18 field values, all pulled from the oppty object. The above script is the only one that pulls anything off the lead object. Initially I had the tokens scripted to start with #set and end with #end, which worked if I had only one token, but that broke if I added more than one token in the editor. The plain script seems to work fine, up to a point, as long as I don't exceed a certain amount. I tried putting all the tables in a "master" token, and it broke the same way, with or without the #set and #end. I have clearance to put a simplified version of the entire thing up (all the tables!), but I wasn't sure if that would be overkill. I figured I'd start with this and post the whole thing if you wanted to see that, too. Thanks!
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09-13-2018
08:55 AM
You can't. I tried sending the email to a lead, and although Marketo will allow me to approve it, the send fails. It doesn't even give an error message, which I saw before, when I initially was trying to create the template. That's how I found out Marketo won't send an email with over 40 tokens; it appears there's some kind of limit on the amount of fields it will pull in, period. Am I just out of luck, here?
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09-12-2018
12:31 PM
I scripted the tokens out, but I'm running into an issue where each table/token works fine on its own, but I seem to hit a limit where the Marketo previewer pukes. Is there a limit of some kind as far as the data it will display? I can get around 63 out of 94 field values to display, or 6 of my 9 tables put in before the previewer suddenly "can't connect." I tested each table one by one, and tried different combinations; each table individually works, and it breaks no matter which combination I use if I go beyond a certain number of field values. I even tried just making one "master token" with all the tables, but it broke too.
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09-12-2018
08:27 AM
Started a new thread here: Can you script a table inside of a custom token?
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09-12-2018
08:17 AM
This thread started as a result of the outcome from this previous thread: How to get a token script to display information from Opportunity Object? I am creating a template that includes several tables, which has tokens from the lead object, and needs tokens from the opportunity object. The number of tokens required exceeds 40 tokens - the limit in a given email. My first workaround was to use formula fields, but discovered I can't use custom tokens created from the opportunity object in formula fields. My next thought was to create a custom token with the content of the formula field - script a table and put all the needed fields within it. How would I go about having a velocity-scripted token recognize HTML, though? In our example case, let's say I want my one custom token to have the code for one table. The table has 10 rows and 4 columns. Half of my field values would be based on the lead object, while the other half are based on the opportunity object. How would I script to include the table with 20 tokens? Thanks!
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09-12-2018
08:10 AM
Got it. What about creating a custom token in place of the formula field? In this case, the content of the formula field is a table, containing other tokens. Could I script a token to house a table, inclusive of other tokens + oppty fields? (I'll create another thread for this question, but putting it here first just in case.)
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09-11-2018
12:14 PM
Excellent! All is working as it should. There's a second component to the issue I'm having, and let me know if this merits closing this thread down to start a new one. I'm creating formula fields to house these tokens, along with some regular lead tokens. Reason being that there's a 40 token limit on emails, and the emails we need to send out would need to contain more than 40 tokens. The formula fields render fine when I'm using the lead tokens, but there's a lot of tokens that need to be based on the opportunity object. Now that I've created custom tokens for the items based on the opportunity object, I figured I could put those into the formula fields, and that they'd render as long as the email calling those tokens was based within the program using the custom tokens. The custom tokens went into the field as {{my.ExampleToken:default=---}}. However, I'm noticing that, when previewing off the list, they're rendering as {{my.ExampleToken}}; no default value attached. Is there a reason that the formula fields aren't showing the custom tokens as they should?
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09-11-2018
10:02 AM
Ok, I did more digging on the SFDC side and the stuff is going over okay, there's just not data in those particular fields yet. So next question - if a field is null, how can I get it to display "---", instead of displaying the script?
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09-11-2018
09:54 AM
I'm using test leads with the criteria of "has opportunity" is "true," then added to a static list to test off of. Unfortunately, I can't share screen shots, due to security protocol here. I inserted the line of code into my first token, and noticed that it pulls up the list of custom tokens I've made for the program. The values for every field in the list is "null," which implies to me it may be a data sync issue, instead of an issue with the token script itself. (I did find there were a couple that had gotten unchecked and was able to re-check those, thanks for the tip!) Any thoughts on next steps for debugging? Or have I officially hit the wall of "not a token script issue"? Thanks for all your help!
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09-10-2018
09:59 AM
I set the test up using preview-by-list, but I'm still getting the token script spit back to me (though, oddly, a few don't show any value at all). Any ideas as to what might be going on here? As far as I know, the first in the list is acceptable at this point; I think the main concern is getting a value to show up instead of velocity script right now. Thanks!
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09-07-2018
11:51 AM
Hi all, I'm trying to create custom token scripts based on items on the opportunity object. However, when I follow the directions here, Create an Email Script Token - Marketo Docs - Product Documentation, it doesn't render. For example, I create a custom token. I call it my.ExampleTokenA. I need it to show the value for Example Opportunity Item A from the Opportunity Object. When I edit the token, I go to the Opportunity object list, and pick Example Opportunity Item A from the list, and drag it over. So now in my script editor, I see ${OpportunityList.get(0).Example_Opportunity_Item_A}. However, when I go to test my token, instead of seeing that value, I see ${OpportunityList.get(0).Example_Opportunity_Item_A}. What do I need to do to get it to display the value? No additional formatting is needed; I just need it to display what's there. Thanks!
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05-17-2018
07:36 AM
Hi Greg! Thank you for your insights. How would I leverage a webhook platform for this, though, since I'm not calling out to a 3rd party service? -Alex
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05-16-2018
09:08 AM
Hello there! For analytics purposes, when a lead reaches a particular status, we're looking to update a new field with the month and year of when that status is reached. Currently, we're using the system.dateTime token for another field (which this new field will be replacing), but it gives too much information for what we're trying to do. So, my question(s) for you all- 1. How can I update a field value to grab the current month and year, based on when a particular status updates? (Initial thought was to build a token, script it, and then update the field using a smart campaign with the token inserted into 'update field value', but it only displayed the token, not a value.) 2. How can I update the same field for everyone who reached the current status in the past, who had the dateTime token in the other, now-obsolete field? (basically taking the value of the old field, stripping it to just month/year, and then putting the new value in the new field)? Thanks!
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04-18-2018
09:00 AM
Gaaaaah... I went according to the documentation, but apparently I know just enough to hurt myself, I guess. I did actually have the fields populated at one point (ex: "FirstName":"John" etc). I stripped it out when posting the sample code. Logic being that, I was afraid that those example values would get passed, instead of what was actually getting filled out in the form. I can put that back in though easily enough if they need to be there. I do have custom fields for the 'ecode' (among others); my concern was more for standard fields that differed (ex: Marketo's FirstName to Cvent's first_name). I guess my question there is, the field names on the visible form need to match the field names that are the hidden fields, yes? Otherwise, how are the values going to get passed from the visible form to the hidden form's fields? I suppose the example I posted should have included the field names of the visible form, instead of "FirstName" "LastName" "Email". On lines 9 thru 18, I more or less copied the regular documentation, except I updated "myForm" to "htmlForm," because I figured that part had to direct to the form ID; what else would 'myForm' be? Nothing else in my code is called 'myForm,' so my impression is that it correlated to the form ID. From there, it followed to me that line 17 was the 'listener.' When i looked at your documentation here: MktoForms2 :: HTML form to Mkto form - I don't see a listener attached to the raw HTML form there that looks any different from what I did on my form, except I included the entire embed code instead of just the last two lines like on yours, and put the 'display:none;' inline. As to your second point, the payload looks to be formatted correctly on my end; here's the example payload: ecode={{lead.CventEcode}}&first_name={{lead.First Name}}&last_name={{lead.Last Name}}&email_address={{lead.Email Address}}&source_id=null&target=null& it submit_form=Submit (You'll notice there's two fields at the end; sourceID & target. According to the documentation: "The Source ID and Target Landing Page fields can be null, but must be included in the form.") It's coming back as response code 200, so it's connecting, but I'm getting a response that's a bunch of HTML effectively saying there's been an error and I need to contact my Cvent support team. Which I did...and they can't seem to help me. I'd paste the response code dump, but it's a giant block of jibberish. If the payload I'm passing looks correct though, then at least I know the issue is on their side and not mine.
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04-17-2018
01:30 PM
I recently posted a question about traveling down the vast rabbit hole that is Cvent's SOAP API. Well, after talking with Cvent some more, it turned out that it all could be easily avoided, by posting to their form. I'm trying to go about it in one of two ways, both of which are not working so great, and I'm hoping I can get set straight here. Method one: Posting on a Marketo form on a Marketo landing page, and then having a webhook called with a query string to Cvent's registration link. This should work, in theory, according to their documentation. But it's returning an error. I'm not sure if it's the formatting of my query string (though I don't believe it is), or an error with their side. Method two: Using their posting form on our landing page, and then having a hidden Marketo form to update leads on our end. I've looked at the documentation available (http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/ and MktoForms2 :: HTML form to Mkto form ), but it's not counting as a form fill or updating anything on the Marketo side. This is a an extremely stripped-down example of what I'm using: <!DOCTYPE html> <html> <head> <meta charset="utf-8"> <title></title> <style> body {background:#fff;} </style> <script> var htmlForm = MktoForms2.allForms()[0]; htmlForm.addHiddenFields({ //These are the values which will be submitted to Marketo "Email":"", "FirstName":"", "LastName":"" }); htmlForm.submit(); </script> </head> <body> <div class="mktoText" id="exampleText" mktoName="Example Text Area"> <form name="TestRegForm" id="htmlForm" action=" http://www.cvent.com/Events/APIs/Reg.aspx " method="post"> <P> <TABLE> <TBODY> <TR> <TD><font color=red>*E-Code:</font></TD> <TD><INPUT size=36 name=ecode></TD> <TD>Event Stub Format: (88888888-4444-4444-4444-121212121212)</TD></TR> <TR> <TD><font color=red>*First_Name:</font></TD> <TD><INPUT size=30 name=first_name></TD> <TD></TD></TR> <TR> <TD><font color=red>*Last_Name:</font></TD> <TD><INPUT size=30 name=last_name></TD> <TD></TD></TR> <TR> <TD><font color=red>*Email_Address:</font></TD> <TD><INPUT size=30 name=email_address></TD> <TD>Must be valid email format: (abc@abc.abc)</TD> </TR> </TBODY> </TABLE> </P> <INPUT type="submit" value="Submit" name="submit_form"> </FORM> <script src="//app-sjXX.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_0000" style="display:none;"></form> <script>MktoForms2.loadForm("//app-sjXX.marketo.com", "123-XYZ-456", 0000);</script> </div> </body> </html> Yes? No? I notice my input names needed for Marketo aren't the same as the input names for these fields (ex: Marketo uses "FirstName" while Cvent uses "first_name")...could that be a thing? What about those example values, do I ditch those? how does it update those hidden fields if the input names aren't the same? Does that mean I need to create custom fields to match those? What about why it's not counting a form fill in the first place? aaah help...
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| Date Registered | 04-06-2018 08:31 AM |
| Date Last Visited | 03-25-2020 12:19 PM |
| Total Messages Posted | 22 |
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