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Karyn_Hill
Level 4
Dec 6, 2018 5:41 PM UTC
Solved

Use Smart Campaign to Edit Record

Is it possible to use a smart campaign to alter text that exists in a field on a record?

I need a quick and easy way for our end users to strip the from a field that is populated by Qualtrics (customized links to surveys). Is this possible? I was thinking a smart campaign should be able to do that but I can't find anything that would perform that action. I can see a way to change that field to something specific, but not to remove a portion of what's already in the field.

rachel2-2Accepted solution
Level 8
Dec 6, 2018 6:15 PM UTC

Do you need the data itself changed, or are you just changing the link to put it in an email? If you're just using it in an email you can do it with velocity

http://developers.marketo.com/email-scripting/

Otherwise you may want to look into a webhook or see if Qualtrics has an easy way to send the link without the

6 replies

rachel2-2Accepted solution
Level 8
Dec 6, 2018 6:15 PM UTC

Do you need the data itself changed, or are you just changing the link to put it in an email? If you're just using it in an email you can do it with velocity

http://developers.marketo.com/email-scripting/

Otherwise you may want to look into a webhook or see if Qualtrics has an easy way to send the link without the

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Karyn_Hill
Level 4
Dec 6, 2018 6:30 PM UTC

Thanks! That won't help me today so we'll send this one through Qualtrics and start using Marketo for them once I can get this set up.

Thanks again!

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SanfordWhiteman
Level 10
Dec 6, 2018 6:42 PM UTC

To be precise, are these links being transmitted as temporary {{my.tokens}} (using the Request Campaign API) or as permanent fields on the lead {{lead.tokens}}?

I ask because the procedure is different for each case, and someone asked earlier this week about the former case and survey links.

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