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gkrajeski
gkrajeski
Level 10
June 13, 2016
New

Form that pre-populates placeholder Program & Tokens

  • June 13, 2016
  • 6 replies
  • 6658 views

After reading Allison Sparrow​'s post I got a crazy idea.

What if you could create a form that could create & feed token values into a placeholder program for campaign requests?!

This would be a HUGE time-saver, and allow Marketing Automation Managers/Specialist to simply validate, test and approve campaigns.

    6 replies

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    June 14, 2016

    You can already build such an interface -- in fact I would say this is one of the more reasonable things to use the API for.

      gkrajeski
      gkrajeskiAuthor
      Level 10
      June 14, 2016

      Is there a reasonable way to do this aside from the API?

      That is what I was alluding to...

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      June 14, 2016

      Is there a reasonable way to do this aside from the API?

      The level of access necessary to do this is only going to be surfaced via native UI or API. 

      You could use a Marketo LP and specially-crafted Marketo form for the client side, but the final processing would still be via API (i.e. passing form values though to a webhook and having the webhook loop back in via API, which is something we do for some business processes).  Naturally Marketo forms do not offer any authentication, so it's not an awesome option.

      Ulf_Deeg
      Ulf_Deeg
      Level 3
      June 14, 2016

      Cmon... give your Marketing Specialists a little credit. Marketo UI isn't that hard to learn

      gkrajeski
      gkrajeskiAuthor
      Level 10
      June 14, 2016

      Being part of our Marketing Operations department it's part of my job to simplify processes.

      This, as I mentioned, would be a great help, not only to me, but many others in the Community!

      It is meant more for the non-Marketo user to be able to submit campaign requests and simplify the setup process, reducing time and effort required.

      Ulf_Deeg
      Ulf_Deeg
      Level 3
      June 14, 2016

      I meant no offense. I apologize if it appeared this way. I do get where you are coming from.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      June 14, 2016

      This is probably worth a small and neat launchpoint product

      -Greg

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        June 14, 2016

        That product could even

        1. Retrieve the list of existing programs and ask which one should be cloned
        2. Retrieve the list of tokens in the program to be cloned
        3. Capture the token values
        4. Clone the program
        5. Update the token values
        6. Enforce rules for the program naming convention
        7. Add more control on token values

        One hard point, though : I have not found in the API the possibility to retrieve the list of tokens and update token values. But may be I did not look at the right place. A big missing point...

        -Greg

        SanfordWhiteman
        SanfordWhiteman
        Level 10
        June 14, 2016

        http://developers.marketo.com/documentation/asset-api/create-token-by-folder-id/

        ICS tokens are one exception.

        A
        Anonymous
        June 15, 2016

        Hey @Geoffrey Krajeski​ and @Gregoire Michel​ we actually have done this for our User Group system, with the help from Perkuto. We set it up using a heroku app: it allows user group leaders to populate information related to a new event, and we are able to send it on their behalf! The only issue is cost. Because we went through a contractor, they are hosting the app on their side and it requires monthly billing. Because we are still fairly small, it wasn't worth the cost, when populating program tokens isn't too awful. If you all are able to make it yourselves, that's great! I would love to work on this project with you both, perhaps fleshing out a webinar program!

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        June 15, 2016

        Hi Allison,

        You now have to have it certified by the Launchpoint

        -Greg

        A
        Anonymous
        June 15, 2016

        Interesting.. had no idea!

        SanfordWhiteman
        SanfordWhiteman
        Level 10
        June 15, 2016

        I was kind of looking at it like if you start to spec it out, I can think about building it. 

          A
          Anonymous
          June 28, 2016

          @Sanford Whiteman I can work on a spec if you'd like! Wanna take this offline?

          K
          kh-lschutte
          February 6, 2020
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