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S
sg-3
New Participant
March 15, 2023
Solved

Getting Form Tags to Marketo

  • March 15, 2023
  • 1 reply
  • 4400 views

hi,

 

I would like to capture the Tags from a Form to Marketo lead data. How to capture that and append data?

 

For example (here is the scenario)

The Marketo Form has  Summer, Fall and Winter, Spring Sessions as Tags.

-User fills a Form and selects Summer as preferred session ( 1st time)

-User resubmits data again, and selects Fall (2nd time)

I need to retain both Summer and Fall on the Lead data record as Tags (Custom field or whatever).

 

How do I achieve this?

 

thanks

-Sree

 

 

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Best answer by Darshil_Shah1

Another example

 

Tags will not be a fixed list, for example - if students attend multiple events, their "Tags" will keep appending all the events that they attended/signed-up for. The Program of Interests Tag will have: Early Career MBA, MBA for Professionals, MS Finance, MS Taxation, MS Accountancy, MS Transportation Management, Advanced Certificates


Cool- so based on the form they submit (aka event they attend) you could append a custom person field to have the tag. For example, if a person submits a form for Full-time MBA in the Spring 2024 session/event form, you could append the tag field with “Full-time MBA” and “Spring 2024” values. You could use something like this in a Change Data Value step of a campaign’s flow: “{{lead. Interest Tags}}, <new tag value>”. Instead of hard coding values, you could also reference form fields to append the tag field. Of course for each form/field value within that form you'd have a separate choice step (or even flow in case you'd like to append multiple tag values for a single form submit) for appending the correct tag value for the person. If you wish, you could also create multiple fields for storing different types of tag values too, e.g., a field to store course interest and a field to store intake interest.

1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
March 16, 2023

Please show the configuration of this form and its tags, as this description doesn’t make immediate sense.

S
sg-3Author
New Participant
March 25, 2023

The School of Business is running a Marketo Form like this and based on Answers they like to categorize the Tags

 

Example: Tags like ' Spring, Fall, Summer session (when they filled the Form)

 

All I am looking for is to append the tag value on a Custom field, and do not loose data or Overwrite it when a Person fills the Marketo Form multiple times.

 

thanks

-Sree

 

S
sg-3Author
New Participant
March 25, 2023

Another example

 

Tags will not be a fixed list, for example - if students attend multiple events, their "Tags" will keep appending all the events that they attended/signed-up for. The Program of Interests Tag will have: Early Career MBA, MBA for Professionals, MS Finance, MS Taxation, MS Accountancy, MS Transportation Management, Advanced Certificates

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