Cookie Affecting Lead Partitions

Forum|Forum|10 years ago
April 9, 2015
4 replies
1798 views

Hi Everyone,

I work for a company that has several different product line represented on one website. We were oringally only using Makreto for our main product line. Recently I beganthe process of adding new workspaces and partitions for additional product lines into our Marketo instance. In order to make sure new leads get into the correct partition I have settup a field called "Division". I have also created corresponding Lead Partition Rules based of the "Division" field.

Lead Partition Rules

If Division = "A" then lead created in Partition A
If Division = "B" Then lead created in Parittion B

I have included a hidden "Division" field on all forms that corresponds to the correct partiton.The idea being that if a lead that already exsits in Partition A fills out a form for Product B the hidden field will set Division = "B" and a new lead will be created in Partition B without any changes to the original lead in Parition A.

Through testing I have found that the Marketo cookie on our website is causing this process not to work.Here is an example.

I have a lead sitting in Lead Partiton A because they filled out a form for product A siometime in the past.

That same lead comes back to our website and fills out a form related to product B.

Instead of the a new duplicate lead being created in Parititon B, the old lead in Partition A is updated.

I believe it is the cookie causing the issue because if I do the exact same process execpt fill out the 2nd form (Product B) on a different browser with no cookie, the process works flawlessly. A new lead is created in Partition B and no changes are made to the lead original in Partion A.

It don't believe this would be an issue if each of our product lines had its own website with a unique cookie. But because we share a singele website across multiple product lines the cookie is affecting how leads enter partitions.

Has anyone seen a similar issue? Any advice or suggestions are greatly appreciated.

Thanks everyone!
Cam

Marketo

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Josh_Hill13

Level 10

Cam,

Marketo generally does not permit dupes when the lead is directly created in marketo. So it makes sense that the second form the lead fills out should just update the lead in Partition A. I don't know of any out of the box functionality that would create a dupe record in this case. You CAN setup a flow in Default that says

If Product B form, Change Parititon to Product B.

But what you want is to have purposeful dupes with one in each Partition. I'm surprised that this will work in your second scenario because Marketo should know the lead exists already if you used the same email address.

It may be possible to do this with jquery or with a purposeful dupe setup. See developers.marketo.com if you need the docs on munchkin code and the API.

A

Anonymous

Hey Josh,

Thanks for the response. I have already worked with support to get purposeful dupes settup, I think that is why it is working correctly in the 2nd scenario. Now I just need to figure out how to prevent the cookie from overiding the purposeful dupe rules.

thanks for the docs I will take a look.

Thanks,
Cam

SanfordWhiteman

Level 10

@Cam C Try deleting the _mkto_trk cookie before you embed the form. The session will then have an unknown lead at the time the form is submitted.

Sounds like the core feature of Marketo getting to "know" the current lead for future/past activity by filling out a form is tripping you up. It's a feature, but in your case it seems like a bug.

A

Anonymous

Hey Cam,

I found this post and it seems we're having similar issue here. Did you manage to sort this out?

Cheers,

Diego

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