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Re: Need to create Event form with unique Access code in thank you mail

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Hi Sachin Jain& Ryan Schwartz, Director, Marketing Systems & Operations, DocuSign

 

I just stumbled across this document. I too need to generate a unique code so when a lead is sent to one of our contractors to follow up on, we can provide them a unique reference number for that lead. For those in our database that fill out a specific 'lead' form, their contact details will automatically be sent to our contractors & their unique reference numbers.

 

I believe I have 3 options?:

  1. Use the Unique ID that everyone is given when entered into an Eloqua database as the unqiue lead reference number
  2. Add another field in Eloqua & manually assign everyone in the targeted segment a number I manually allocate.
  3. Use Sachin's technique - Add the javascript Ryan recommended to the <head> of the landing page the form sits on.
  4. Create a Custom Object to store the data in
  5. Possibly use the Cloud Connector Data Card Evaluator which will which me to pull data from Data Cards into the Contact record so I can send personalized emails that contain data from a Contact's associated data cards.

A few questions:

  1. Am I on the right path if I were to do the automatically generated reference number?
  2. Is the script within the <HTML> tag needed if using Ryan's version of the <head> tag script?
  3. For my purpose would it be just as effective yet easier to do option 2 above - manually assign everyone a unique number so it can be used as a reference for a speific campaign.

 

Any advice is appreciated. Thanks in advance.

René


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