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The fields you used to create your form should map to those fields in your CRM system. The new data is populated on the lead or contact record level based on your settings to override current data.
Hmmm, I don't understand what you mean by "map to those fields in your CRM system". Does that mean I have to click on each person and see what they filled out? It will be in the Lead database? #confused #unhappymarketocustomer
If you're used to form data in Eloqua, it does not exist in Marketo. Marketo forms immediately update the contact/lead record and the previous data is overwritten. There is no historical data for forms previously filled out.1 of 1 people found this helpful
I think you can create a Smart List and see all of the leads that have filled out that form and their current information if you want to aggragate the data. Or - I also believe there is the landing page conversion report that would provide the same details.
So basically we asked people to give us the contact information of the correct person to correspond with. For example, if the person was not the point person, they filled out the form telling us who was. So I'm not sure how that would relate to our CRM system, which is SalesForce. I've been using Marketo for two years, and I still have no idea how to manage this animal.
Mariola, did you create a campaign to track the form activity, or is it on a Marketo Landing Page? In case you didn't, like Tiff said, you can create a smart list of form completions which should give you that data.1 of 1 people found this helpful
This is what our team did with the help of a Marketo rep:1 of 1 people found this helpful
1. Create an email with a Yes and No buttons -- each of those buttons led to a separate landing page.
2. When people arrive at the Yes landing page, they get a thank you page.
3. When people arrive at the No landing page, they have to tell us who the correct contact person is (since they clicked No indicating that's it not him or her).
4. And, yes, we created a campaign to schedule and trigger the campaign.
At this point, I just need to tell my colleagues all the stats regarding who clicked Yes and No, and then what information they put in the form.
Thanks to everyone for helping out.
I'm not sure if you already have campaigns set up to view the responses, but in case you don't, this should be an easy way to get the information that you're requesting... Although there are a lot of variations of what you could do here.
People who clicked yes: Create a smart list with the filter qualifications "was sent email" - <<email with yes/no button>> AND "visited webpage" - Yes landing page referenced above. If you haven't sent the email before, then you could potentially eliminate the first filter item, but it doesn't hurt to have it in there. If you've sent the email before and you want to limit it to a certain time, then add a constraint under "was sent email" for the amount of time.
People who clicked no: Create a smart list with filter qualifications "was sent email" - <<same email with yes/no button>> AND "visited webpage" - No landing page referenced above. Same note about the filter information above.
Details entered into form: Create a smart list with filter qualifications "filled out form" - <<form name on your landing page>>, you can limit by date if this is something that you've done before.
This won't directly match up who created the details on each of the form fills, but hopefully you can match up companies via Excel, or get to this by process of elimination? Not sure how many form fills we're talking.
If you want to have this information going forward, I'd recommend a field on the form that says something like "Your Name" in addition to the correct contact's name.
Also, it's important to remember that if they completed the correct contact person's name using the standard FIRST NAME, LAST NAME, and EMAIL ADDRESS fields, that information will be associated with the original contact's Marketo cookie unless they take action on an email link.1 of 1 people found this helpful
You might be able to set up a Smart list and filter by "Was Sent Email", "Clicked Link in Email is [whatever the link is to the NO page]", and "Data Value Changed is [one of the fields they had to update]". This will show you whose information was updated, though not necessarily the original contact's information. At least then you can create a custom view and export the list of changed information that you can present to your colleagues.
All in all it seems like a sloppy way for Marketo to have you create this... unless you truly don't care about the contact details and history of the first person who was the incorrect contact.
What might work better is: custom answer 1, 2, and 3 fields which you could put onto a Forms 2.0 form as Name:, Email:, Phone: (as examples), then when that form is submitted, send an alert to the appropriate person with the original contact's details, as well as their values for custom answers 1, 2, and 3. The bonus here is that you don't lose the original person's activity, history, or misappropriate it to the new contact. Later, if it's appropriate, a new record could be created manually. Again, not sure how many of these form fills we're talking about.
Mariola - when you created your form, you had to chose the field in SFDC that you wanted each field in the Marketo form to populate with the updated data from your lead. For example, in our instance of Marketo and SFDC, "First Name:" (Marketo form) goes to "First Name" (SFDC field on the contact record). If someone's name was Stephen in our SFDC database, and they complete a new form and fill out their name as "Steve", the contact record will be updated with the new data. SFDC will now show the lead's name as Steve and not Stephen. That is of course, unless you override Marketo from updating this particular field in SFDC, which can be done in the admin settings. If you used, for example, the "Company Name" field from SFDC, and renamed it "First Name" in your Marketo form, then when someone enters in "Steve" as their first name, this data will replace what used to be in company name area of the contact record with their first name. So if Steve worked for Company XYZ, now it appears that Steve works for company "Steve." This is the field mapping, and this is where your data can be found. Take a look at the SFDC fields where you assigned the data to be delivered from your Marketo form, and you'll find your info there.1 of 1 people found this helpful
To take a look at the data all in one place, create a smartlist with the filter "Filled Out Form", and then create a new view in the results (or edit the default view) to contain only the SFDC fields you used in your Marketo form.