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Re: Sales Rep fills out form on behalf of lead...
Chris Saporito Jun 16, 2016 8:00 AM (in response to Alexis D'Alba)We had this issue with some of our event campaigns, our reps wanted to sign up for the prospects that they spoke to in person. I'd love to hear of a good solution or workaround.
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Re: Sales Rep fills out form on behalf of lead...
Jamie LewisJun 16, 2016 8:06 AM (in response to Alexis D'Alba)
1 of 1 people found this helpfulThe sales rep needs to clear their cache after each form fill to remove the cookie. in the future, if the lead converts on their own Marketo will merge their anonymous browser history with their lead record. The key if for the sales rep to clear cache.
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Re: Sales Rep fills out form on behalf of lead...
Jason Scott Jun 16, 2016 8:32 AM (in response to Alexis D'Alba)1 of 1 people found this helpfulWe don't have reps filling out the event form due to the cookie. We actually sync the SFDC campaign to marketo and have the reps 'RSVP' the lead by changing the campaign status in SFDC. The sync will then trigger the rsvp confirmation email from Marketo.
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Re: Sales Rep fills out form on behalf of lead...
Geoff Krajeski Jun 16, 2016 8:36 AM (in response to Alexis D'Alba)1 of 1 people found this helpfulSuggestion that the form is specific to the Sales Reps.
You could also have a Thank You page, that when the rep clicks "enter new lead" link/button, there is a Javascript that deletes the cookie or cookie values.
Also, on the form I would disable autofill.
However, if the rep just reloads or clicks the back button you could get the cookie issue.
Therefore, on the page (Landing page or otherwise), I would create an script that on page load will delete the cookie!
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Re: Sales Rep fills out form on behalf of lead...
Jenna Molby Jun 16, 2016 10:14 AM (in response to Alexis D'Alba)4 of 5 people found this helpfulDisable the munchkin tracking for the landing page containing the form and the thank you page. That way no cookies will be set.
Note: This can only be done on the landing page template, not in the landing page editor.
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Re: Sales Rep fills out form on behalf of lead...
Geoff Krajeski Jun 16, 2016 11:00 AM (in response to Jenna Molby)1 of 1 people found this helpfulThat is, if you are using a Marketo Landing Page....
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Re: Sales Rep fills out form on behalf of lead...
Emily Dick Jun 16, 2016 11:00 AM (in response to Alexis D'Alba)1 of 1 people found this helpfulWe have a LP Template for lead capture at events that is meant to be used over and over again. It removes autofill but I'm going to ensure that the munchkin tracking is turned off as well. Great ideas guys!
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Re: Sales Rep fills out form on behalf of lead...
f0b526d952f661e4f12d4f7397e38fcfa0bc7b8f Jun 16, 2016 4:21 PM (in response to Alexis D'Alba)I've told reps before to use incognito windows, that will prevent cookies.
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Re: Sales Rep fills out form on behalf of lead...
Sanford Whiteman Jun 16, 2016 5:38 PM (in response to Alexis D'Alba)1 of 1 people found this helpfulThis common pattern is called "referral form" and there are many, many posts on this.
Manual interventions like clearing cookies from your browser settings and opening incognito windows are not necessary to make this work.
And only disabling Munchkin tracking on a landing page does not mean that a cookie will not be sent with a form post from that page, because by default Munchkin sets cookies at the parent domain. Those cookies are available to all pages under that domain (including all your LPs and your corporate website) so a previously set cookie will still be sent with the form, unless you do this right way. Disabling Munchkin tracking is only expected to do exactly what it says: it disables the tracking of Visit Web Page and Clicked Link events from that page, not forms.