Changing Data Value of Custom Field(s) based on another Custom Field | Community
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Anonymous
September 25, 2015
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Changing Data Value of Custom Field(s) based on another Custom Field

  • September 25, 2015
  • 2 replies
  • 2527 views

Hi All,

So following is a scenario which we often encounter :

On successful registration of a user on our website, we generate an email verification link which is sent out to the user via an email. On clicking the link by the user, we set the isVerified status for that user to "True".

We are trying to implement this scenario in Marketo.

We are able to populate the custom fields using Marketo's REST API to Create/Update leads.

There are two custom fields, one being the AccountVerificationLink (Type-Text Area) which has the email verification link that we send out to users "inserting tokens" in the email body. i.e. by using {{lead.accountVerificationLink}}.

Another field is the isVerified (Type-Boolean) which is pre default set to "False".

I want to automatically change the data value of field "isVerified" to "True" when a user opens the email and clicks on the email verification link which has been put there using tokens.

How do you suggest I achieve this in Marketo ?

Thanks a lot for all your help in this !

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Best answer by Grégoire_Miche2

Hi Prabash,

I would rather set the Account VerificationLink as a simple text, not a text area. It should just contain the URL for the verification link, but with ​ being removed from the URL when you insert with the API.

Then, in the email, I would create a CTA in the text with link = {{lead.accountVerificationLink}}

Marketo will be able to flag this and then you will be able to use the trigger "clicked link on email" with the following parameters :

  • email = verification email
  • constraint : link contains "any value that differentiate you link for others"

Flow : change data value, field isVerified, Value = True

If you do not do it that way, Maketo will not detect the click in the email.

Hope this helps.

2 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
September 28, 2015

Hi Prabash,

I would rather set the Account VerificationLink as a simple text, not a text area. It should just contain the URL for the verification link, but with ​ being removed from the URL when you insert with the API.

Then, in the email, I would create a CTA in the text with link = {{lead.accountVerificationLink}}

Marketo will be able to flag this and then you will be able to use the trigger "clicked link on email" with the following parameters :

  • email = verification email
  • constraint : link contains "any value that differentiate you link for others"

Flow : change data value, field isVerified, Value = True

If you do not do it that way, Maketo will not detect the click in the email.

Hope this helps.

Dory_Viscoglio
Dory_Viscoglio
New Participant
September 25, 2015

Hi Prabash, you could have a triggered campaign that will fire when someone "Clicks on link" in the email, and the link contains whatever part of your URL is common to all of these emails that are being sent. You could further constrain this to a "was sent email" filter and do within a timeframe, or something else if you need to limit these triggers to recent events. Your flow step would be to "Change Data Value" of "isVerified" to True.

Hope this helps!

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