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A
Anonymous
February 11, 2016
Question

Marketo - Data Formatting

  • February 11, 2016
  • 14 replies
  • 4323 views

Hello,

We have Marketo synced with SalesForce. Is there a way when lead completes a Marketo form but does so with all lowercase letters, can Marketo fix that? For instance, "david" and I would like Marketo to automatically correct it to "David." The reason for this is because we use the first name token in our emails and I do not want a client receiving an email with their name not properly formatted.

Any insight will be most appreciated.

Thank you,

~ Dana

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14 replies

SanfordWhiteman
SanfordWhiteman
Level 10
February 11, 2016

There are numerous discussions and pointers on this -- search for "uppercase" and you'll find some.

A
Anonymous
February 12, 2016

Thank you!

Justin_Gray1
Justin_Gray1
Level 2
February 11, 2016

Dana,

This type of data cleanup is called data sanitation and there are some vendors that plug into Marketo but more often Salesforce.com. They charge a lot and none are very good. A good web dev shoudl be able to help you out. Here's a short primer on methods they would use. http://www.willmaster.com/library/manage-forms/name_capitalization.php  To answer your question, no. Marketo does not provide this. Some sanitation and standardization can be performed using MKTO although it is used more for taking incomplete or strangely formatted job titles and bucketing them into a company standard using Marketo flows (if XXXXX then change to XXXXXY) but it's a dangerous proposition as you're modifying user data. A good CRM admin can also run some routines once the data is already in the Dbase if the problem already exists.

SanfordWhiteman
SanfordWhiteman
Level 10
February 12, 2016

Here's a short primer on methods they would use. willmaster.com/library/manage-forms/name_capitalization.php 

That script's pretty much junk as it has no awareness of nobiliary particles. Though if used only for First Name, of course, it's generally fine. There are better solutions right here on the forums, though.

    A
    Anonymous
    February 16, 2016

    Hi Dana,

    I think this article might help.

    Marketo Tip: How To Automatically Correct Name In The Proper Case? | Rajesh Talele, MBA | LinkedIn https://linkedin.com/pulse/how-automatically-correct-name-proper-case-marketo-rajesh-talele-mba

    regards

    Rajesh

    A
    Anonymous
    February 16, 2016

    Fantastic! Thank you, Rajesh. Appreciate the help!

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