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New Participant
September 23, 2021
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Form with check boxes and workflow to send respective content

  • September 23, 2021
  • 2 replies
  • 7296 views

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 😊

 

 

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Best answer by Kaitlyn_Simko

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.

2 replies

SanfordWhiteman
New Participant
September 24, 2021

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.

  • That’s one checkbox, intended to be mapped to a Boolean field in the database.
  • It sets the Boolean to true or false.
  • It may be required or not required.
  • If not required but left unchecked, it sets the value to false (i.e. it always has the capacity to change the server value).

 

And there’s a Checkboxes field type.

  • That’s one or more checkboxes, intended to be mapped to a String field.
  • It allows zero or more boxes to be checked.
  • If required, at least one box must be checked.
  • If one box is checked, the server value is set to the value attribute of that checkbox.
  • If more than one box is checked, the server value is set to the value attributes of all the checked boxes, concatenated in DOM order and separated by a semicolon (;).
  • If not required and no boxes are checked, the current server value will not be changed.

 

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.

Kaitlyn_Simko
Kaitlyn_SimkoAccepted solution
New Participant
September 23, 2021

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.

New Participant
September 28, 2021

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...?

 

😕😕 

 

SanfordWhiteman
New Participant
September 28, 2021

I created some custom fields, brochure 1 and brochure 2. I've created some URL tokens to the brochures. In the email I have

If 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