Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. | Community
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Sourabh_Singh_R
Sourabh_Singh_R
New Participant
July 5, 2018
Solved

Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form.

  • July 5, 2018
  • 2 replies
  • 5434 views

Is there any functionality in Marketo (apart from setting this up in the campaign) wherein Marketo reads the cookie and let a user straight through to the content as we've captured their details previously and ask the new leads to fill out the form. Also the marketing campaign are set up in a way that you will receive the content and webinar invite when you fill out the Form.

    Best answer by SanfordWhiteman

    The Known Visitor HTML feature ("If Known Visitor, Show Custom HTML" in Form Editor » Setup) is designed for this case.

    When you enable KV HTML, instead of the full form, the known visitor only sees a single button (which can have a label of your choosing). Clicking that button will create a Filled Out Form activity, just as if they'd seen the full layout.

    2 replies

    Jay_Jiang
    Jay_Jiang
    New Participant
    July 5, 2018

    If you don't even want the user to click a button, you can use dynamic content with a segment for "email address is not empty". Dynamic content is only functional in Marketo landing pages whereas known visitor settings in forms will work on external pages.

      SanfordWhiteman
      SanfordWhiteman
      New Participant
      July 5, 2018

      If you don't even want the user to click a button

      N.B. KV HTML doesn't need to have a button, either. It's customary to leave the <button> tag in place so you still get a log of the Filled Out Form context, but you can have only an <a> link, that works fine.

      Now, the flaw with both of these simple scenarios (yours and mine) is that if the business rule is...

      • first form request for a piece of content requires a subsequent email + link click -- i.e. proving that the address is emailable
      • subsequent form requests do not require an "out-of-band" emailed link

      ... then merely checking that the current session is associated to determine whether a lead is entitled to a direct download will not obey that rule, because after refreshing the page a couple times, the lead will see the direct link (whether or not they ever got the email). In this respect, using a more complex segmentation is better: set a field (DateTime, storing the current {{system.DateTime}}) on the lead when they've clicked a download link, and segment on that field.

        Jay_Jiang
        Jay_Jiang
        New Participant
        July 5, 2018

        That's a valid point. Answer would be, have a double opt-in system to send the opt-in email. Smart campaign trigger "Email is delivered" flow => change data value "Valid Email = True"

        Change the dynamic content segmentation to "Valid email = true" instead of "Email address is not empty"

        SanfordWhiteman
        SanfordWhitemanAccepted solution
        New Participant
        July 5, 2018

        The Known Visitor HTML feature ("If Known Visitor, Show Custom HTML" in Form Editor » Setup) is designed for this case.

        When you enable KV HTML, instead of the full form, the known visitor only sees a single button (which can have a label of your choosing). Clicking that button will create a Filled Out Form activity, just as if they'd seen the full layout.

          Sourabh_Singh_R
          Sourabh_Singh_RAuthor
          New Participant
          July 5, 2018

          Thanks for the help Sanford. It serves the purpose

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