7 Replies Latest reply on Dec 3, 2018 9:09 PM by Sanford Whiteman

    Capturing data from a NPS form

    Pierre Flovie

      Hi guys, how do I capture contact details from an NPS Marketo form located on an e-commerce website not munched by Marketo?

      • E-commence platform syncs with CRM but not Marketo and no Marketo information syncs between CRM and E-commerce platform
      • CRM syncs with Marketo

      Should I push mkto ID to the e-commerce platform and use a web hook to capture/track the data? The aim is to know who filled out the form and allocated the NPS score to a contact in Marketo from the E-Commenrce platform. Thank you for feedback.

        • Re: Capturing data from a NPS form
          Sanford Whiteman

          You're leaving out important details about the topology.

           

          Is the form always filled out by a person who exists in Marketo already?

           

          What do you mean by "NPS Marketo form" if it's not in fact a Marketo form?

            • Re: Capturing data from a NPS form
              Pierre Flovie

              NPS form is built in Marketo. Form embeded on a platform not munched by Marketo. Yes contact = customer is in Marketo and CRM). Platform has no marketo information.

                • Re: Capturing data from a NPS form
                  Sanford Whiteman

                  "Not munched" is not common shorthand. Do you mean the Munchkin library is not loaded and initialized on the page?

                   

                  If it's an embedded Marketo form, then its fields are posted to Marketo. If those fields include the email address of a lead already in Marketo, all the fields on the form will be merged with the existing lead (form submissions dedupe on the Email field). This merge happens regardless of whether a Munchkin cookie is included with the form submission.

                   

                  If you know the person's email address because it's already been stored in the e-commerce session, you may add it as a hidden Email field using the Forms 2.0 JS API so the person doesn't have to reenter it.

                    • Re: Capturing data from a NPS form
                      Pierre Flovie

                      Thank you in this scenario matching emails addresses are both in Marketo and E-Commerce Platform.

                       

                      Therefore as I don't want the person to re-enter their details using a hidden field will work you reckon. Example: Hidden Field: Email Address with the following value: From the Autofill option: Default Value {{lead.Email Address}} then Get Default Value: Use Default Value?

                        • Re: Capturing data from a NPS form
                          Sanford Whiteman

                          You can't use {{lead.tokens}} to fill field values on an embedded Marketo form.

                           

                          But even if you could use tokens on non-Marketo pages, in this case there's no Munchkin cookie -- let alone an associated Munchkin cookie -- from which lead data could be drawn. As far as Marketo knows... well, it knows nothing at all, until the form is filled out and sent to Marketo, at which point it will merge the form data with the existing lead data.

                           

                          You can set the Hidden field to Auto-Fill from a cookie, and set that cookie's value to the email address from the e-commerce session.

                           

                          Note if you do set the cookie in the same page with the Marketo form, the cookie needs to be set before loadForm runs; the form logic will not re-check for the cookie upon form submit. (You could use the Forms JS API to populate the hidden field in onSubmit, but there shouldn't be a need to add such complexity.)