3rd-party appointment setter -- campaign ID | Community
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Anonymous
May 16, 2014
Question

3rd-party appointment setter -- campaign ID

  • May 16, 2014
  • 1 reply
  • 804 views
I'm working with a third party to set some sales meetings.  They have asked me to create a form so that they can pass all of the contact info through Marketo and straight into SFDC.  We will have multiple engagements with this company and I'm trying to figure out if there is an automated way to pass the "campaign name" or "campaign ID".  

I'm thinking I need to add a hidden field with a hard-coded default value for each of these engagements (campaigns) and clone the form for each engagement so that each form has the correct campaign ID.  Am I right?

Have you had a similar issue?  How did you solve it? 
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1 reply

Matt_Stone2
Matt_Stone2
Level 9
May 16, 2014
If the third party will be manually entering the info, then your method is probably the best. If your campaigns aren't running concurrently, you could just update the hidden field when one ends and another begins, that way you don't have to clone a bunch of times. Alternatively, if the third party knows what campaign they're coming from, you could create a drop down field with different options that they select.
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