I think there must be a solution for this, but because I am new to Marketo I don't always know the best way to approach a request.
I need to build a form which has a multiple select check box. [To be used at an event to be able to send content that is relevant in a follow up email] - is this possible.
The fields would only be in Marketo, not linked to CRM.
Can I build a workflow that identifies if the box has been checked to send the information.
Would it have to be a separate email for each option?
Or could it be dynamic?
Any advice, direction appreciated.
Thanks 😊
Solved! Go to Solution.
Yes, you can make a smart campaign (either a batch or a trigger) that looks for the change data value of your field. If you are wanting to send the prospect an email showing them their selection, that is possible too. Use lead tokens.
I need to build a form which has a multiple select check box. [To be used at an event to be able to send content that is relevant in a follow up email] - is this possible.
To reduce confusion for later readers, there’s no such thing as a “multiple select checkbox.“
There’s a Checkbox field type.
And there’s a Checkboxes field type.
So if you’re using a Checkboxes field, the server value in Marketo could look like “oranges;apples;pears”. (If you output the {{lead.token}} for that field, you’d see that whole string.) Therefore, if you want to know which boxes were checked, you have to use a Filter with the Contains operator. Note this type of Contains match can be prone to unexpected results, so I recommend enclosing each value in some special character like a square or curly brackets. In other words, store [oranges] instead of just oranges.
Yes, you can make a smart campaign (either a batch or a trigger) that looks for the change data value of your field. If you are wanting to send the prospect an email showing them their selection, that is possible too. Use lead tokens.
Thank you for this reply.
I created some custom fields, brochure 1 and brochure 2. I've created some URL tokens to the brochures. In the email I have incorporated the tokens.
I don't know how to link the two together?
If brochure 1 = true, then URL token is displayed...?
😕
I created some custom fields, brochure 1 and brochure 2. I've created some URL tokens to the brochures. In the email I haveIf brochure 1 = true, then URL token is displayed...?
This logic requires Velocity.
i.e.
#set( $MARKETO_BOOL_TRUE = "1" )
#if( $lead.requestedBrochure1.equals($MARKETO_BOOL_TRUE) )
<a href="https://www.example.com/brochure1.pdf">Get Brochure 1</a>
#end
#if( $lead.requestedBrochure2.equals($MARKETO_BOOL_TRUE) )
<a href="https://www.example.com/brochure2.pdf">Get Brochure 2</a>
#end
Thank you so much for your comment. I wasn't sure what/how Velocity was used, after a quick google I've just found this Velocity Article to help me incorporate into the form. I'm going to build the tokens and test it out now. I'm excited about this!
I've created a script token.
I've updated the email to include the script token.
It doesn't seem to be working as I expect. I'd expect to see the Link in the email depending on what tick box is true.
The Field Name is brochure1 and brochure2.
I'm not sure if I have missed anything?
#set( $MARKETO_BOOL_TRUE = "1" )
#if( $lead.brochure1.equals($MARKETO_BOOL_TRUE) )
<a href="https://mhrglobal.com/sites/default/files/2020-07/MHR%20brochure.pdf">Get MHR Brochure</a>
#end
#if( $lead.brochure2.equals($MARKETO_BOOL_TRUE) )
<a href="https://mhrglobal.com/sites/default/files/2021-05/People_First_Brochure_0.pdf">Get People First Brochure</a>
#end
How have you ensure that the Velocity names of the properties are brochure1 and brochure2? Did you select them in the tree on the right-hand-side of Script Editor and (for testing) drag them onto the Velocity canvas?
thanks for that. I've pulled in the properties. the only detail that changed was the parenthesis. the email is now soft bouncing with the following error. I am assuming it is the change to the code that affected the send. I am not sure if it is now correct?
5000 Lexical error, Encountered: "e" (101), after : "." at *unset*[line 406, column 24]
#set( $MARKETO_BOOL_TRUE = "1" )
#if( ${lead.brochure1}.equals($MARKETO_BOOL_TRUE) )
<a href="https://mhrglobal.com/sites/default/files/2020-07/MHR%20brochure.pdf">Get MHR Brochure</a>
#end
#if( ${lead.brochure2}.equals($MARKETO_BOOL_TRUE) )
<a href="https://mhrglobal.com/sites/default/files/2021-05/People_First_Brochure_0.pdf">Get People First Brochure</a>
#end
You can’t use curly braces there (basically never use curly braces inside a #directive). That’s what the fatal error is from.
It looks like your properties are as originally named, but you didn’t have them checked off in the tree.
Please highlight your code using the Syntax Highligher (“Insert/Edit Code Sample”) next time for readability — thanks!
Thank you. I'll look to see how I check them off in the tree, remove the brackets and try again 😁
Apologies for not highlighting the code 😟.