dmedua

dmedua · ‎02-10-2021

Hi all, I’m wondering if it’s possible to make a an entire landing page a marketo form or make a PDF a marketo form? For context: we currently have a visually appealing PDF with fillable-fields we send to clients/prospects to fill out their information. So once they fill out the fields in the PDF they send it to their CSM/sales rep for us to use and input that info into SFDC manually. What we want to do is automate that experience - so in a dream scenario we’d love to send them a page or PDF with all the same fields in the same visually-appealing “worksheet” format (if possible, not just an ordinary top to bottom form where it’s just row after row) that a client/prospect could fill out and all of that info would automatically sync to SFDC. Would this be possible with marketo? Any recommendations? Any recommendations, if not Marketo? Thanks in advance!

dmedua · ‎12-28-2020

Hi everyone! I'm looking to remove or zero out any behavior scoring older than x number of days. Does anyone know how I may go about this or if it is even possible? This would simply because I only care about the most recent activity a lead has been doing, as opposed to the form they filled out 11 months ago. Ex: Let's say our AQL person score threshold is 50. If my lead had a person score of 70, but 50 of their points were from years ago, then those 50 points aren't relevant anymore and that lead will likely not truly be qualified and end up being recycled. So I'd want those 50 old points removed, but I don't want to also lose the 20 points that they did accumulate in the past month or so. Is there a way to automate having points/activities older than a certain age zeroed out or removed? Thank you!

dmedua · ‎12-10-2020

If that's only case, then that smart list should be a big help with working this all out. Thank y'all so much! Much appreciated!

dmedua · ‎12-10-2020

Ah ok, this all helps everyone thank you! @SanfordWhiteman or anyone else, if I created a smart list that with that filters in anyone who is filled out this embedded form over the past year or so, then that should capture everyone who has filled out the form in that time period, right? Like would there be any scenario where it wouldn't capture everyone?

dmedua · ‎12-10-2020

Hi @Abhinav_saini , Thank you for the response! My issue, however, is that there is nothing under the "Used By" tab. As in it says it isn't being used by anything. And when I have submitted the form myself and checked my activities the only campaign that it says it is linked to is one that simply scores me up for filling a form. No smart campaign or program linked to it, which leads me to believe that anyone who has been filling the form isn't having their information stored or saved anywhere. Would that be the correct assessment to make? I also created a smart list to view anyone who has filled out the form in the past year and it only pulled up a handful of names from the past 2 days.

dmedua · ‎12-10-2020

Hi everyone, I hope y'all are doing well! I just joined a new company and I'm having trouble finding out where the information is going from a form that is embedded on our website. I looked up the form id in our instance and found it, but I'm not seeing that the form is being "used by" anything. Could y'all help me figure out how to find out where an embedded form is being linked to and tracked when starting from viewing the form from within the design studio? Thank you!

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Date Last Visited	‎11-12-2021 11:47 AM

Date Registered	‎12-10-2020 06:51 AM
Date Last Visited	‎11-12-2021 11:47 AM
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Is it possible to make a PDF a marketo form?

Removing/Zero out behavior scoring past a certain ...

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How to find what campaign a form is linked to