Lead filled out form after clicking a link in email

Question

I have a program that sends nurturing emails. whenever a lead clicks the link, progression status is changed to "Clicked". the link directs to a This is a Marketo page (and form) embedded within our website (Iframe).
I would like that if the lead filles out the form immediately after clicking the email link, the progression status will be changed to "converted". Is this possible?

Thanks!

Itay

Eva_Maloney · Accepted Answer

We add a Ref Code into the email link that is passed through as a URL parameter to a hidden field on the form, then we set up a smart campaign that looks if that form was filled out with the Ref code value of XXX to change the progression status.

Anonymous · Answer

Here's one way I would do it. I guess it's a bit of a detour but should get the job done:

create a custom boolean field (I would create it in marketo only, not needed in sfdc) that will serve as a flag
create a trigger campaign that "raises this flag" when a lead clicks on that specific email link, and after a certain wait period that makes sense to you, like 30 minutes or 2 hours, resets it to false.
then update the form listener campaign to check if the flag is true at the time the form is filled.

you could re-use this flag field for other scenarios of this kind, but if you do, make sure to avoid overlaps, by changing the qualification rule to 'run once every [period of time a little longer than the wait you set in step 2 above]

hope this makes sense.

Idan.

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