6 Replies Latest reply on Oct 16, 2017 1:23 AM by Sanford Whiteman

    Send Alert

    Digital OC

      Hi all,

       

      we have a Marketo licence integrated with SFDC.

       

      We have created a landing page with a form and we would like to send an alert with all the info filled in.

      When a field is not filled in, is it possible to write a default blank or "-" in the alert even though the field is already populated in Marketo/SFDC?

       

       

      Thanks a lot,

      Chiara

        • Re: Send Alert
          Trevor Parsell

          Hey Chiara,

           

          The tokens used in the alert email will by default show the value in that field even if it was not updated in the most recent form. Some alternatives could be:

           

          1. Making the field required so it must be updated or confirmed before the form is submitted.

          2. Clearing out the old values if they are not needed/relevant so that the alert will show blank if that field is not updated.

           

          What is the field that you want to be blank? Why are the existing values not relevant?

           

          Thanks!

          Trevor

          • Re: Send Alert
            Josh Hill

            If the field doesn't have a value, you can do the standard token+default:

             

            {{company.Company Name:default=Not Available}}

             

            which is what I do.

              • Re: Send Alert
                Digital OC

                Hi all,

                 

                thanks for your suggestions.

                 

                I've tried this in my alert:

                Notes: {{lead.Contact Extra FIeld 1:default=Not Available}}

                 

                I've filled in the form leaving "Notes" blank. This field was already populated for my contact both in SFDC and Marketo.

                I've received the alert and the field was populated with the info I have in SF/Marketo.

                 

                Is this possible? Have I undersood correctly that if I put this default nothing should appear in the field of the alert?

                 

                 

                Thanks a lot,

                Chiara

              • Re: Send Alert
                Sanford Whiteman

                How would Marketo know that you want to pretend that a value is blank even though it isn't? If you "can't clear the value in SFDC," yet you want the value synced from SFDC, then it won't stay cleared in Marketo, either.

                 

                If you want to manage the form field separately, create a Marketo-only field and conditionally use Change Data Value to manage the synced field.