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A
Anonymous
September 3, 2015
Question

Program Status being set when Fills out Form

  • September 3, 2015
  • 1 reply
  • 2700 views

We use Marketo forms to gate our newest webinars. When a lead simply hits our landing page and fills out the form to view the webinar, we have it set up to trigger a program status changed to "Viewed Recording."

However, what is actually happening behind the scenes is that as soon as that lead fills out our form, Marketo is changing their program status to the first/lowest program status option, which in our case is "Invited." Then, a few moments later as it runs through all of our flow steps, it does change their program status to the correct "Viewed Recording."

This isn't a big problem until we want to run reports on those people who were invited, for example. It will look like the random lead who simply showed up on our site was one of the invited ones, when in fact she was not. It is not accurate.

Is there anyway the prevent Marketo from setting a lead status when someone fills out a form - and instead just have it wait until we set it to the correct status in our flow step? Ideally it would do this behind the scenes: Program status changed from "Not in Program --> Viewed Recording."

Thank you!

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1 reply

A
Anonymous
September 3, 2015

Don't have Invited as your first status. That's not our best practice for precisely this reason. Change your first status to Member and have Invited as your second status.

    A
    Anonymous
    September 3, 2015

    Ok, that could work. So Kristen, you're saying that you've found no way to prevent it from setting the first status - basically it's just something inherent in using Marketo forms?

    I was worried that was the case - which means your solution would be a good one that could work for us too.

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    September 3, 2015

    I suspect what's happening here is you have the form local to the program, correct (e.g., it's not a common form, for example, housed in Design Studio)?  If so, as soon as someone fills out a LOCAL form, Marketo will immediately assign program membership to that lead using the first program status in that channel.  Kristen provides the best way to deal with this since there's no way around this.

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