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Kelly_Schmid3
Kelly_Schmid3
New Participant
January 19, 2016
Solved

New leads created by non marketo forms

  • January 19, 2016
  • 3 replies
  • 4365 views

I'm drawing a blank right now and need help - We use Drupal for landing pages and forms. We are trying to get data as to what new leads have been created on our product pages on our website. Since we aren't using Marketo forms, this limits some reporting functionality. What is a workaround for this? I was planning to just pull smart lists, however, the lead is created filter doesn't offer enough constraints to get the data. What are some other options?

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Best answer by Josh_Hill13

Each form should have a corresponding Program, even if it is just Contact Us.

You can then use filters like Member of Program and Acquisition Program and Acquisition Date to help count up leads. Since you are already using Lead Source and LSD to help track the first touch, you can use those fields in the Smart List to count up the leads that way.

You can also do Filled Out Form X on Page Y. This won't work if you really aren't using Marketo Forms. But Lead is Created via API on Date X + other filters can also help.

If you have Marketo RCE, all of this data will be there as well.

As Ed suggests, this needs to be thought through before you report.

3 replies

Grégoire_Miche2
Grégoire_Miche2
New Participant
January 19, 2016

Hi @Kelly Schmid,

What Drupal module are you using to integrate Marketo and Drupal ?

-Greg

Kelly_Schmid3
Kelly_Schmid3Author
New Participant
January 19, 2016

Looks like we are using webform as our module.

Grégoire_Miche2
Grégoire_Miche2
New Participant
January 19, 2016

Hi @Kelly Schmid,

That's a good start, but there is necessarily another module behind that integrates with webform on one end and with Marketo on the other. Could be (from most likely to the least likely):

In any case, if you are using one of these modules, you will not get the "fills out form" event and trigger in the lead activity.

If you are using Marketo MA, the best method is to create a Marketo custom field called "Filled Out Form" and map it with a hidden field in webform. For each Drupal webform, set a value for this field. When the lead is inserted or updated from Drupal, this field will receive a "change data value" event and you will be able to use the"Data Value changes" trigger to create any reaction you want in Marketo. The only rule is that you should always begin the "Data value changes" smart campaigns with a "Change Data Value" -> NULL flow step, otherwise you will not be able to detect if some fills out the same form twice in a row.

-Greg

    Edward_Unthank_
    Edward_Unthank_
    New Participant
    January 19, 2016

    Hey Kelly, what field values are populated on the lead field? The connection between Drupal and Marketo isn't quite clear from your description, as there are lots of ways that communication can happen.

    E.g., what do these values show up as for one of your leads that came in through a form on Drupal?

    On your page there, it looks like you have a form_id field being populated—I'm guessing that's going to be unique to each form, and unique to each asset. Looks like that would be your answer for data, and it should be written to Marketo however you're doing that. You can trigger "Responded" on each of your content programs based on the "form_id" field value changing, and then look at your first program membership there.

    Edward

    Kelly_Schmid3
    Kelly_Schmid3Author
    New Participant
    January 19, 2016

    Hi Edward,

    We have several fields that update when a new lead comes in:

    The only option i see using is the "Campaign was Requested" filter, except this would just show anyone that moved into this program for a time period, and not able to single out new leads.

    Edward_Unthank_
    Edward_Unthank_
    New Participant
    January 19, 2016

    Here are some fields and dimensions to look for:

    • Acquisition Program Name if it's set
    • Original Source Type containing "Web Service API"
    • Original Source Info
    • Lead Source Most Recent containing "Website - " (and it's similar first-touch field)

    If "Web Service API" Original Source Type is only coming in through your Drupal web form integration, that would be a way you could slice the data—that is, you're not creating leads from API sources other than your Drupal site. Depending on how your integration is working, you can also check the Original Referrer field.

    A
    Anonymous
    January 19, 2016

    I assume you are using the API to generate the leads in Marketo.  If so you can update the acquired by field using that API call.

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