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Binh
New Participant
January 24, 2021
Solved

Set Custom Field Default Value

  • January 24, 2021
  • 1 reply
  • 2916 views

Hey all,

 

Does anyone know if it is possible to set a global value for a custom field like you are allowed to for Last Name/Company fields?

 

When using a smart campaign with from "Person is Created" and  "Change Data Value" it sometimes does not work out with timing in relation to our Saleforce for reporting.

 

We would want the field to be populated upon creation similar to how we use hidden fields on forms but for all leads created in Marketo.

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Best answer by SanfordWhiteman

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
January 24, 2021

There's no way to set values before Person is Created runs, so it's always going to be a matter of ensuring you don't sync until the person is fully ready.

 

We like to set a bunch of defaults at once using a webhook (calling a JSON file in Design Studio that holds the current set of defaults) — but that still runs only after the lead already exists.

B
BinhAuthor
New Participant
January 25, 2021

Thanks Sanford,

I figured as much, doesn't hurt to check!

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