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A
Anonymous
March 29, 2016
Duplicate

Form insights

  • March 29, 2016
  • 9 replies
  • 6527 views

I would love to see a way to see the forms our customers fill out at inception, before sync, before anything so that I can compare to how it looks on the other side when it is synced with SFDC, incase there was a hiccup in the sync.  I think this would be especially useful since we have noticed as of late some of this information is not getting pushed to SFDC and only showing in marketo (which is only helpful if one of us goes and looks it up, not for the rep working the lead).  It would be nice if the forms showed up like the emails did for the rep to view if necessary.

9 replies

SanfordWhiteman
SanfordWhiteman
Level 10
March 29, 2016

This is already available.  Look at the details of the Filled Out Form activity.  It contains the verbatim contents of the form post.

A
Anonymous
March 29, 2016

p.s. if you could take away your down vote I would appreciate it.

SanfordWhiteman
SanfordWhiteman
Level 10
March 29, 2016

p.s. if you could take away your down vote I would appreciate it.

I can't just take it away b/c Jive won't let me.

A
Anonymous
March 29, 2016

Hmm,  I looked and looked but I will try again.  Thank you.

A
Anonymous
March 29, 2016

Yeah, it doesn't show for me...maybe you have a different functionality?

SanfordWhiteman
SanfordWhiteman
Level 10
March 29, 2016

I'm referring to the FoF activity in Marketo (you said "before Sync").

A
Anonymous
March 29, 2016

Gotcha! I did find what you were speaking of so thank you.  I do still think that it would be a good thing to have it show that in SFDC or whatever CRM you are using as well, just like if they clicked on "opened email" and can see the email right there.

SanfordWhiteman
SanfordWhiteman
Level 10
March 29, 2016

How could a Filled Out Form activity that does not sync with SFDC (again, you said "before sync") be reflected in SFDC?

Also, are you aware that only one such activity per lead per day will ever be synced?

A
Anonymous
March 29, 2016

I said before sync simply to mean I would like to see what the form looked like at inception so I could compare to what lead fields got properly or improperly synced.  Ideally it would be great if it also showed on the SFDC.  Yes, I am aware of that.  I am unsure why you are being so hostile about my question, isn't this supposed to be a forum to discuss ideas, improvements, and talk through things? 

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 29, 2016

Hi Lauren,

This is not needed, and believe me, you really do not need this detailed info in SFDC. Debugging this should be done in Marketo, and as Sanford says, you have all the data there. In other terms, SFDC is not intended to be the debugging console for Marketo

Furthermore, the values captured during the fills out form and the values pushed to SFDC during the sync are 2 different things. These 2 events are separate in time, so many things can happen between the 2 that would make these values different.

Finally, IMHO, it's not a good practice to push tasks in SFDC for anything happens in Marketo, through the sync options. You will soon run out of storage space in SFDC. We have already experienced this with some of our customers.

-Greg

SanfordWhiteman
SanfordWhiteman
Level 10
March 29, 2016

Thanks, Greg.  That's what I was trying to get at, though perhaps I came on a little strong: using SFDC as an audit trail for itself is technically infeasible, plus more data pushed via the SFDC API is a dangerous thing.

Robb_Barrett
Robb_Barrett
Level 10
March 29, 2016

I think a better request would be to query the activity table in Marketo so we could pull in this type of information. For example, I have a real need right now to create a report that shows the exact time forms were filled out. I can't pull this in any way other than to make a smart campaign that tracks the form fill out and then manually pull from the SC. If we could query the activity table it'd solve my problem in a heartbeat.

Robb Barrett
A
Anonymous
March 29, 2016

That sounds like a great idea! You may have worded what I was trying to get across in a much better way.  Bottom line what I would like to see is the form in its entirety when filled out both in marketo and then in SFDC so my reps can see what was added to the form and follow up accordingly, much like the way marketo emails show on SFDC.   The reps do not have access to our marketo to see the form contents and it will be too much work for us to go lead by lead and speak rep by rep.

Robb_Barrett
Robb_Barrett
Level 10
March 29, 2016

Right, and right now you can see it but you have to manually look up the record in Marketo and compare it.

An alternative would be to create a Note field and populate it with the Marketo fields prior to syncing and then sync it so you get a "Raw Form Response" note in SFDC.

Robb Barrett
Robb_Barrett
Robb_Barrett
Level 10
March 29, 2016

Here's the actual way we do this:

To make this readable, the comments are below.  {{my.Lead Source Detail}} is a token we use to make the program name human readable for the sales reps.

Form Values from {{system.date}}

Budget: {{lead.USCAN-HIT-PRN Available Budget}}

Timing: {{lead.USCAN-HIT-PRN Purchase Timing}}

Inquiry Type: {{lead.USCAN-HIT-PRN Inquiry Type}}

Decision Authority: {{lead.USCAN-HIT-PRN Decision Authority}}

Robb Barrett
Dan_Stevens_
Dan_Stevens_
Level 10
March 29, 2016

I'm still a bit unclear as to what the issue is.  But what if generated real-time sales alerts that contained all of the detail necessary.  For example:

K
kh-lschutte
February 6, 2020
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