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A
Anonymous
December 4, 2015
Question

Allow duplicate lead submissions with different responses

  • December 4, 2015
  • 3 replies
  • 3172 views

Hello,

We have a form which we want to allow a person submitting, the ability to submit unlimited number of submissions and not have the newest submission overwrite the information that already exists in Marketo.  Which means there will be duplicate leads in the database for this form.

Other than creating a text field for email address, is there another way to allow Marketo to create multiple leads from the same form submission without overwriting the existing data?  The information would also flow to SFDC.

Thank you

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3 replies

Josh_Hill13
Josh_Hill13
Level 10
December 4, 2015

Are you sure you want dupes and not just field blocking on certain fields?

You can have Marketo turn off deduping, but it is not recommended. You could also push the leads through another system to SFDC where they would not be deduped necessarily.

Grégoire_Miche2
Grégoire_Miche2
Level 10
December 4, 2015

Hi Kim,

Do you want to keep the multiple submission values for one field ? Many fields ?

The simplest way it to use some workflow in SFDC that collect all the infos you want to keep and write them in another long text, concatenating with previous entries, together with a date.

When you will look at this field, it will give you all the submissions, by date in ascending or descending order, depending on how you do the concatenation.

You can also vote for this idea :

-Greg

    A
    Anonymous
    December 4, 2015

    Hi Greg;

    We have one form with many fields that we want to keep with the submission.

    Thank you;

    Kim

    Grant_Booth
    Grant_Booth
    Level 9
    December 4, 2015

    Hi Kim,

    What kind of information is this form collecting?
    In general, creating duplicate records is a really bad idea unless the duplicates are intended to be handled by distinct teams. It sounds like maybe this is part of some kind of survey? If so, I recommend checking out launchpoint.marketo.com. The SurveyMonkey integration is good for that.


    Otherwise, you might consider having a custom form, and using the REST API to make a record of a custom object in Marketo:

    Marketo REST APIs: Custom Objects » Marketo Developers

    Custom objects have a many-to-one relationship with leads, so you could have multiple custom objects associated with the same lead.
    Keep in mind that would require the assistance of an experienced developer, and it's not something we in Support can help with

    Grant

    A
    Anonymous
    December 4, 2015

    Hi Grant;

    We are capturing information that would go to the sales team.  The entire submission would need to go to SFDC.  But the person could do multiple submissions each with different information for the sales team. 

    The information will be deduped after reaching SFDC. 

    We were thinking of allowing every submission to go to SFDC even if it were duplicates and allowing the sales team to sift through the information because there will be some pieces of the submissions that actually different.

    Thank you

    Kim

    Josh_Hill13
    Josh_Hill13
    Level 10
    December 4, 2015

    Kim Demar​

    We need to better define what you are hoping to achieve because I suspect Greg's recommendation for concatenation and using that with Tasks for each submission is FAR better, less resource intensive, and less complicated than purposeful dupes.

    Can you share with us the workflow you hope will happen from the Form itself (what's on this form that would be different each time?) to what Sales is expected to do?

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