3 Replies Latest reply on Jan 25, 2018 2:37 PM by Courtney Tobe

    Form Fields as Trigger for Campaign

    Amber Fisher

      Hello All,

       

      Looking to use form field selection as a trigger to add the user to a specific list? Does Marketo have this capability? If so, how would I go about doing this?

       

      Thanks!

        • Re: Form Fields as Trigger for Campaign
          Sanford Whiteman

          Yes, this is basic Marketo functionality...trigger (a Smart Campaign) on Fills Out Form, filter on the field value, Add to List in the flow.

           

          Have you taken the Marketo Univiersity, et al. training? Read the docs?

          • Re: Form Fields as Trigger for Campaign
            Courtney Tobe

            Hi Amber,

             

            Yes, this is a feature. I can help you walk through this.

             

            Step #1: Build a smart campaign

            Step #2: Build your smart List

            • Select the Trigger Filter "Fills Out Form." Select the name of the form that you want to use from the drop down.
            • Next, we will add a filter to the smart list. For example, say you only want people who filled out the form with a State field value of NC to be added to the list. You will need to add the state filter field to your smart list and select NC. (See screenshot)

            Screen Shot 2018-01-25 at 5.29.56 PM.png

            • Next, you will need to set up your flow step.
              • Under your flow step select the Add to List option and drag it into the workspace. Select the list that you want to add these people to from the drop down.

            Screen Shot 2018-01-25 at 5.35.43 PM.png

            • Lastly, under the Schedule tab select the Activate button

             

            Once the smart campaign is activated you should be good to go. Just make sure you test the smart campaign out to ensure it's working correctly.