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Jason_Terrell
Level 3
September 8, 2017
Question

Form submission alert creates new lead

  • September 8, 2017
  • 3 replies
  • 5286 views

I've got a form for updating certain data by the contact.  Not really sensitive data.  Just gives the person a chance to update a couple of minor pieces of information.

Thanks to help from people here (you know who you are) I was able to get the form working and triggering an alert.

However, the only information available on the alert seems to be merely the fields on the form.

When I check the results from the trigger campaign, it seems to be creating new leads, and the leads don't have any linking information to the regular record.

If I try to use a token such as  {{my.token:default=unknown}} for the contact or a contact token, it returns as blank, not even as "unknown"

If I use Email Address: {{lead.Email Address:default=unknown}}, it returns "unknown"

Looking in the database for the created lead, it's got only those fields from the form, even though the created date shows as back in June.

I'm guessing I could put in a hidden form field with the email address, but this seems like it's a security issue.  Anyone could update someone else's data that way.

It also seems like it shouldn't be necessary.


What am I doing wrong?

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3 replies

Josh_Hill13
Josh_Hill13
Level 10
September 9, 2017

Can you share with us the page and smart campaign?

  • My Token doesn't have defaults and are run at the Program Level, so not sure what you are expecting.
  • If you tell a new person to fill out this form, then it will create a new Lead. How are you getting your existing people to this form?
    • is it set to prefill?
    • Is it displaying the data on the form page?
    • What Alert are you talking about?
    • what data are you asking for?
    SanfordWhiteman
    SanfordWhiteman
    Level 10
    September 9, 2017

    Ditto Josh. You have to tell us what this "Form Submission Alert" is (that's not a Marketo term, or the closest Marketo term is a Send Alert on Filled Out Form activity, which has nothing to do with creating a new form).

    J
    Jason_TerrellAuthor
    Level 3
    September 11, 2017

    When the user clicks a button on the email, it goes to an Update Property landing page with a form. (a marketo landing page and form)

    The form has a submit button.

    I have another campaign with a trigger that hits on "user fills out form".  This sends an email alert to the sales owner.

    When the alert is sent, only the lead data from the form is there, and only the data that the user selected.  If they didn't pick something, even if it defaulted, it's showing as blank on the alert.

    None of the tokens from the contact shows.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    September 11, 2017

    Is the link mkt_tok-enized (does it end with the query param mkt_tok after being redirected)? And is the page running Munchkin?

    If not, the form post will by definition create a new lead (there's nothing else to go on).

    Shashank_Sharma
    Shashank_Sharma
    Level 2
    September 12, 2017

    Hi Jason,

    Looking at your form, I don't see a visible or a hidden field for capturing email address on the form. For form fills, Marketo will look for an existing email address in lead database, it will update the data if a match is found, else it will create a new lead with the information captured upon form submit.

    Not sure if you're passing Email via some custom code, but as long as you have email address field on the form, it should update the record in Marketo.

    Thanks,

    Shashank Sharma

    J
    Jason_TerrellAuthor
    Level 3
    September 12, 2017

    Hi Shashank,

    thanks.  I'll try adding that.

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