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Nav_Singh1
Level 2
March 26, 2018
Question

Delays When Using Segment based Snippets on Thank You Pages

  • March 26, 2018
  • 2 replies
  • 4379 views

Hey,

I was working with Marketo support on an interesting example where our snippets were not loading correctly on form submission until after refreshing the page. I was wondering if anyone else ran into this (tested this against existing leads in the db where they were part of a segment already) The follow-up funcitonality after submit never seemed to get it right.  Suport came back and recommended adding a delay to the form with custom dev work but I wanted to see if anyone else had a simpler solution to the problem.

The use case is if a member of segment = true (looking at email addresses and names) then show Snippet that says "Yay! You're in" on the follow-up page after the form,

if else then show snippet version that says "You're pending while we look you up"

Would appreciate any insights others can share here.

Thanks,

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2 replies

Nav_Singh1
Level 2
March 26, 2018

This is what I had heard back from Marketo support -

"Unfortunately my Subject Matter Expert has informed me that this is expected Behavior of the follow uppage because it is loaded on the form submission quicker that the data is written in order to load the content to the snippet. A way to work around this limitation would involve custom development that delays the loading of the Follow Up page in order for the activities to write.

You can also try advanced thank you page feature that will display the page of your choice to the segment of your choice. Please check out this doc:

docs.marketo.com/display/public/DOCS/Set+a+Form+Thank+You+Page

This would mean you are not using the dynamic content with in the landing page but would need to build out two separate pages."


Now I can see the latter working but in a much more narrow fashion (e.g. snippet can look at permutations slightly more dynamically than a set field.) This would mean anyone, where "TempField" is not set to "1", will be seeing the v2 of the Follow Up page. Less ideal but I think it can work.

SanfordWhiteman
Level 10
March 26, 2018
The use case is if a member of segment = true (looking at email addresses and names)

How complex is this matching logic, if it only uses these 2 variables, that it can't be checked (i.e. pre-checked) in the form's onSuccess to determine the right follow-up page?

Nav_Singh1
Level 2
March 26, 2018

Not sure I follow. The segment is custom to this page it's to validate who's on an approved list. I could also just do that by setting a value on the known leads and that might be the simplest method. The one thing I wouldn't be able to account for if I do it this way is for new leads created by different email addresses being used to register. I notice this comes up a lot for us so I thought segments might be a more dynamic workaround.

Really only looking at First & Last Name combinations or Email address combinations for the segment.

Does that help?

SanfordWhiteman
Level 10
March 26, 2018

I notice this comes up a lot for us so I thought segments might be a more dynamic workaround.

Segments are fine, they're just not designed to be reflected back to the end user immediately.