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Kathi_Gosche
Kathi_Gosche
Level 4
February 2, 2017
Question

Content based on field value

  • February 2, 2017
  • 3 replies
  • 4989 views

I have a series of related events where I am using one form to register for the events. When filling out the form, the user is presented with a selection list containing all the events. Multiple selections are being allowed.

I don't want to create & manage multiple unique confirmation emails, nor do I want to send multiple emails to my user. Is there a way to pull in content based on field value?

For instance:

Field value = 2/7, 2/10, 2/20

Available for selection in the form = 2/7, 2/8, 2/10, 2/9, 2/20, 2/21, 2/22

Create one email where a smart list is used to look at the field value. If field contains X, then pull this token into the body of the email.

You registered to attend the below lectures:

  • Science for Elementary Students
    February 7, 2017 at 2:00 pm, McGill Auditorium
    Add to calendar

  • English for Elementary Students
    February 10, 2017 at 3:00 pm, Jhonson Auditorium
    Add to calendar

  • French for Elementary Students
    February 20, 2017 at 2:00 pm, McGill Auditorium
    Add to calendar
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3 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
February 2, 2017

Hey Kathi, this is a bit more work, but velocity scripting could work here. I would take a look into the threads that have been created in the past with information about this -- there are plenty.

Kathi_Gosche
Kathi_GoscheAuthor
Level 4
February 2, 2017

Thanks for the suggestion Dory. Looks like velocity scripting is a programming language and unfortunately, I am not a developer which is why I like using Marketo so much. I was hoping to be able to do this using the tools Marketo offers in its interface. Any ideas?

M
mike-29
Level 4
February 2, 2017

Hi Kathi,

You can also accomplish this using segmentations and dynamic content -- you could create a new segmentation for "Event Date" and create segments which look for the field value you passed through in the form.

Then in the email you'd be able to make the section you want to change Dynamic, and update the content for each segment in there.

Here's Marketo's docs on using Dynamic Content:

Understanding Dynamic Content - Marketo Docs - Product Docs

Using Dynamic Content in a Email - Marketo Docs - Product Docs

Dan_Stevens_
Dan_Stevens_
Level 10
February 2, 2017

The only problem with this approach is a lead can only be part of one segment within a segmentation.  A lead qualifies for the first matching segment within the list.  Also, leads don't enter segments immediately after potentially qualifying (e.g., registering for an event).  So there would need to be a delay in terms of any future activity (confirmation emails, etc.)

Dory_Viscoglio
Dory_Viscoglio
Level 10
February 2, 2017

Yes, the reason I suggested velocity scripting and not segmentations with dynamic content is because there are many combinations of dates that a person might select, and you'd have to set something up for every single combination.

Otherwise, there really isn't anything native to Marketo that will help out here.

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