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Level 2
Jan 20, 2023 6:17 PM UTC
Solved

How to create a new person when submitting a form without an email address (don't use munchkin id to sync )

Hello, we have a company lead referral program. Currently, associates can submit leads on a salesforce embedded form that syncs them to SFDC and adds them to a campaign. There are some limitations with this and we would like to move to a marketo form. The problem is that our associates don't always know the lead's email address. When the email address is left blank, marketo will use the munchkin id and sync them to the actual associate or another lead submitted (with email). Is there a way to always create a new person when the email is blank (on this form only)? 

Darshil_Shah1
Darshil_Shah1Accepted solution
Adobe Champion, Community Advisor, UG Leader
Jan 20, 2023 7:19 PM UTC

You could reset the munchkin cookie attribute  (_mkt_trk) using form2.0 JS so that any subsequent form fills are not associated with the previously cookied person. Refer to this developer page - Clearing Marketo Tracking Cookie from Forms 2.0 Submission

 

You could also refer to MktoForms2 :: Referral v2.0.2 put together by Sandy for setting up the referral using a Marketo form.

 

Also, unless necessary, I'd request you to think 2x before implementing this. You'd not want to have a ton of records w/o the email address field in your database and that too w/o being able to reference them accurately for updating the email address later. Records created w/o an email address field do certainly count toward the allocated Marketo DB record limit.

 

2 replies

Darshil_Shah1
Adobe Champion, Community Advisor, UG Leader
Darshil_Shah1Adobe Champion, Community Advisor, UG LeaderAccepted solution
Adobe Champion, Community Advisor, UG Leader
Jan 20, 2023 7:19 PM UTC

You could reset the munchkin cookie attribute  (_mkt_trk) using form2.0 JS so that any subsequent form fills are not associated with the previously cookied person. Refer to this developer page - Clearing Marketo Tracking Cookie from Forms 2.0 Submission

 

You could also refer to MktoForms2 :: Referral v2.0.2 put together by Sandy for setting up the referral using a Marketo form.

 

Also, unless necessary, I'd request you to think 2x before implementing this. You'd not want to have a ton of records w/o the email address field in your database and that too w/o being able to reference them accurately for updating the email address later. Records created w/o an email address field do certainly count toward the allocated Marketo DB record limit.

 

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Level 2
Jan 20, 2023 7:22 PM UTC

Thank you! This worked great!

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