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A
Anonymous
January 23, 2013
Question

Partner lead registration form

  • January 23, 2013
  • 3 replies
  • 4311 views
We want to give referral partners the option to register their leads online. The form needs to capture the referral partner's details as well as the prospect details. How to best go about this? Right now, I created new fields in Marketo for the referral partner details and am using the existing/regular lead fields for the prospects details so they can synch to SFDC as well. Is this the righ approach?  I understand that in the long run the partner referral fields will need to be mapped to SFDC fields, but I want to ensure that i'm not overwriting cookied information.
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3 replies

Itay_Billet4
Itay_Billet4
Level 8
January 23, 2013
We're using Web2Lead form (by Salesforce), simply because of the scenario that a partner can register a lead that is already exist in the system (either as a lead or a contact). If you are using a Marketo form, data can be overriden. of course, you can block field updates and redirect to another field (2nd registered partner or something like that...), but we prefer manage this as two separate requests.
It's preferable to create these "Partner" fields in SF (they will be synced to Marketo of course) so you will be able to report and map to opportunity object.
You also need to address the option of assosiate the lead to the partner. We're have a partner portal in Wordpress so every partner is a user and we can link every lead submitted to an account in SF. I don't know if you have a portal or just a webpage, but you need to consider this also.
A
Anonymous
June 26, 2015

Hello,

Marketo has an add-on feature for Referrals that allows you to create and track Referrals with an "out-of-the-box" functionality.

However, many clients have requested further customization on the landing page so we have created a webhook to create a new record using custom fields. If you do not utilize a webhook, cookies get crossed and the person referring will now be cookied as the referral causing many issues.

Realize this is a bit dated but thought I would provide some additional insight.

Thanks!

Ericka

SanfordWhiteman
SanfordWhiteman
Level 10
June 26, 2015

It's a myth that cookies get crossed with a referral form. You just have to know how to manage cookies and understand how Forms and Munchkin interact. Using a webhook should be a last resort -- not because of the webhook itself but because you're presumably using API calls from the webhook back into Marketo, thus you are explicitly rate-limited.  To let your Mkto instance scale, the goal should be to avoid as many metered resources as possible.

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Anonymous
September 4, 2015

Hello Sanford,

From multiple client testing, it is not a myth that your cookie could be associated to the wrong record. The browser’s cookie will definitely be associated to the Lead record used for the most recent form fill, unless a script is used to clear it.

It is possible to use a script to clear cookies but I do not see this as being any easier than a webhook.

I would argue that the webhook is preferable for many uses because the logic necessary to prevent record splicing lives in the reliable Marketo backend instead of in less-reliable client-side code.

I guess different use cases could present different solutions. However, for our clients we have found the webhook solution to be the best.

A
Anonymous
September 8, 2015

Hello,

I am aware of the ability to clear cookies using the JS that was mentioned above and we use this for multiple applications. I just wanted to clarify that we use a webhook to create two individual records using the same form - not to prevent the tracking.

The webhook does not use the Marketo API. Instead, we found the webhook solution is a more manageable solution to spoof a form fill compared to API.

With the original request, it looks like she needs two separate records created in MKTO with a single form fill. How have you been able to accomplish this?

I appreciate all the suggestions!

Ericka

SanfordWhiteman
SanfordWhiteman
Level 10
September 8, 2015

it looks like she needs two separate records created in MKTO with a single form fill

Simple, onSuccess run setValues and then submit().

A
Anonymous
September 8, 2015

Sanford,

Thanks for this. This is definitely a solution we will consider for future projects.

Ericka

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