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Morgan_Corbett
Level 3
September 29, 2016
Solved

Content downloads for customers

  • September 29, 2016
  • 1 reply
  • 1830 views

We have programs set up for web content downloads in which website visitors have to fill out forms in order to get the content emailed to them.

If existing customers visit our page, and we do not want them to have to fill out a form to get our content, what is the best way to set up our web content programs?

  • Do we add dynamic content to the landing page? If so, how does that work with the form // download button?

Any insight would be much appreciated!

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Best answer by Grégoire_Miche2

Hi Morgan

You can use the "known visitor" feature on the form, but then it will not distinguish between known prospects or customers.

So the best is to use dynamic content and have a different form for Customers, one with minimum number of fields; on, even just a button.

You will need to have a segmentation setup first, then you can use it to make the form dynamic. You will need 2 forms, one for the customers and another, longer, one for anyone else.

See here for more insight on how to set this up: Use Dynamic Content in a Landing Page - Marketo Docs - Product Docs

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
September 29, 2016

Hi Morgan

You can use the "known visitor" feature on the form, but then it will not distinguish between known prospects or customers.

So the best is to use dynamic content and have a different form for Customers, one with minimum number of fields; on, even just a button.

You will need to have a segmentation setup first, then you can use it to make the form dynamic. You will need 2 forms, one for the customers and another, longer, one for anyone else.

See here for more insight on how to set this up: Use Dynamic Content in a Landing Page - Marketo Docs - Product Docs

-Greg

Morgan_Corbett
Level 3
February 3, 2017

Apologies for the delay. Thanks for the insight!

How does the segmentation work if clients are determined based on an Account Status in Salesforce? This status can change frequently.

Thanks!

Grégoire_Miche2
Level 10
February 5, 2017

Hi Morgan,

Segmentations are self-maintained in Marketo. Each time the field value changes, the segment is recomputed.

-Greg