How to disable marketo token checking for third party dynamic links within email message ? | Community
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Anonymous
March 26, 2014
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How to disable marketo token checking for third party dynamic links within email message ?

  • March 26, 2014
  • 5 replies
  • 1937 views
I want to insert a ClickTools Survey link within the email message. The link looks like this:
http://www.clicktools.com/survey?iv=1b49jdhei319h&q1={!Account.Id}&q2={!Contact.Id}&q3={!Contact.Account_Contact_Role__c}&q7={!Contact.FirstName}

Those are SFDC tokens in the parameters.

I tried the "mktNoTok" Classes in the link settings to prevent Marketo from adding it's tracking code and blowing up the link, but I am still not being allowed to approve the message because Marketo doesn't recognize the SFDC tokens in the link.
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Best answer by Conor_Fitzpatri
Hi Gary,

You actually need to use Marketo Tokens rather than SFDC Merge Fields. For Contact ID and Contact First Name, the equivalent Marketo Tokens are {{lead.SFDC Id}} and {{lead.First Name}}. Since Marketo Leads can be either a SFDC Contact or Lead, these Tokens can also give you SFDC Lead ID and SFDC Lead First Name.

As for Account Contact Role, as long as you have this field syncing to Marketo, you will be able to pull in this data from a Marketo Token. My guess would be the Marketo Token will be: {{lead.Account Contact Role}}

SFDC Account ID is a little trickier. Unfortunately, Marketo does not store the SFDC Account ID. However, as a workaround, you could create a custom field in SFDC on the Contact or Account and have it populate with the Account ID. Then you will be able to use this custom field as a Marketo Token.

In the end, the URL should look something like:

http://www.clicktools.com/survey?iv=1b49jdhei319h&q1={{lead.Custom Field Account ID}}&q2={{lead.SFDC Id}}&q3={{lead.Account Contact Role}}&q7={{lead.First Name}}

Hope that helps get you started, but please let me know if you have any further questions.

-Conor

5 replies

Conor_Fitzpatri
Conor_FitzpatriAccepted solution
Level 5
March 26, 2014
Hi Gary,

You actually need to use Marketo Tokens rather than SFDC Merge Fields. For Contact ID and Contact First Name, the equivalent Marketo Tokens are {{lead.SFDC Id}} and {{lead.First Name}}. Since Marketo Leads can be either a SFDC Contact or Lead, these Tokens can also give you SFDC Lead ID and SFDC Lead First Name.

As for Account Contact Role, as long as you have this field syncing to Marketo, you will be able to pull in this data from a Marketo Token. My guess would be the Marketo Token will be: {{lead.Account Contact Role}}

SFDC Account ID is a little trickier. Unfortunately, Marketo does not store the SFDC Account ID. However, as a workaround, you could create a custom field in SFDC on the Contact or Account and have it populate with the Account ID. Then you will be able to use this custom field as a Marketo Token.

In the end, the URL should look something like:

http://www.clicktools.com/survey?iv=1b49jdhei319h&q1={{lead.Custom Field Account ID}}&q2={{lead.SFDC Id}}&q3={{lead.Account Contact Role}}&q7={{lead.First Name}}

Hope that helps get you started, but please let me know if you have any further questions.

-Conor
Dory_Viscoglio
Dory_Viscoglio
Level 10
March 27, 2014
I think Conor's answer is what you're looking for, but also, the class that I've used to remove the Marketo tracking code is mktNoTrack, not sure if that's what you were using or not.
A
Anonymous
March 27, 2014
Conor, that gives me a clear idea of my options. I have been sending these emails directly from SFDC, but of course I am stuck with minimal automation and tracking.

The extra step of uploading SFDC Account ID for the survey blast lists does add another layer of complexity for a non-admin user -- ideally I'd like the survey manager to be able to run a smart campaign for their projects with automated reminders.

And that's why I still need Marketo tracking -- to filter the non-responders for reminders.

So I guess I'll have to test the functionality and see if the URL parameters with Marketo tokens will successfully populated the ClickTools survey with personalized values.

Thanks for your help.
Conor_Fitzpatri
Conor_Fitzpatri
Level 5
March 27, 2014
Gary,

I should also mention that I recently started working for Clicktools and can verify that Marketo Tokens will pre-populate your surveys with personalized infomation. If you run into any problems or need help testing, just let me know and I'd be happy to assist further.

-Conor
Jep_Castelein2
Jep_Castelein2
Level 10
January 14, 2015
I realize this discussion is almost a year old, but for reference I'd like to add that you can use {{company.SFDC Account ID}} as a token to insert the SFDC Account ID. You can either insert that directly into the email - or if that doesn't work - use a Change Data Value to populate a custom field with the Account ID. 
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