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All Places > Marketo Whisperer: Implementation Tips > Authors Jason Vincik

Use Case:

 

Spacely Sprockets is hosting an annual Sales meeting.  The VP of Sales has requested that the Regional Sales Directors register each of their team members for the meeting.  Spacely Sprockets wants to use Marketo to capture RSVPs.

 

Event Registration Form

 

First, you need to create a Multi-part form solution described in this blog article.

 

Because the Regional Sales Director will be filling out the form, the first form needs to capture his information.

 

screen.png

 

Next, the VP of Sales wants to know how many staff members to expect at the conference.  The ‘# of Attendees’ field will capture this information.  You may need to create a custom field in Marketo to capture this information.  If you will only use numbers in your select box, then the field type should be Integer.  If you will use a combination of numbers and letters like in my example, then the field type should be String.

 

In the form settings, we need to tell Marketo where to take the visitor once they hit the Submit button (in this case, the Next button since there are multiple steps in this form fill-out workflow).  In the ‘Thank You Page’ section of form settings, choose ‘Add Choice’ so that we can apply some logic.

 

screen4.png

 

If the Sales Director chose ‘Myself’ in ‘# of Attendees,’ then we need to take them directly to the Confirmation page.  However, if he chose any other value in the drop-down, then we need to take him to the next form so that we can begin to capture his team members’ information.

 

screen5.png

 

In our example, the '# of Attendees' select box contained four values:  'Myself, 1, 2, 3'.  In the screenshot above, if the Sales Director chose 1, 2 or 3, then Marketo will redirect him to a landing page with a form on it that captures the first attendee’s info.  To select multiple values, just hold down the ctrl button on your keyboard while selecting each value.

 

If any other value was chosen (‘Myself’ in this case), then Marketo will redirect the visitor to the Confirmation page.

 

Register Attendees Form

 

The follow-up landing page needs a form that will capture attendee info.  To avoid creating lots of custom fields, you can use the same form for each attendee.  You can also use the same landing page.  Just use a little bit of logic.

 

NOTE:  This solution requires one custom field to be created titled ‘Register Additional Attendees’ or whatever naming convention you require. Field type is Boolean.  You will need to complete this step before proceeding.  Ask your Marketo admin to create this field for you.

 

Here’s the form:

 

screen3.png

 

In the Form Settings, we need to add some logic into the Thank You Page section.  Select 'Add Choice,' and apply some logic:

 

screen7.png

 

If the visitor checked the ‘Check to register additional attendees’ checkbox (noted by our custom field ‘Register Additional Attendees’ that we created), then we want Marketo to redirect them BACK to the Register Attendees page with this same form on it.

 

Otherwise, we redirect them to a Confirmation page.

 

Disable Cookie Tracking

 

NOTE:  You will need to disable cookie tracking on the landing pages that contain the subsequent forms (not the first form)!  Otherwise, all of the field data will be submitted to the lead record that was created on the first form.

 

For Free-Form Landing Pages, just add an HTML element to the landing pages that have the subsequent forms, and paste the code below into it.

For Guided Landing Pages, you will need to add a Boolean Variable to the template, and paste the code below into the 'true_value' attribute.  Variable can be placed anywhere in the template HTML, preferably in the <head> section.

 

<script>
//add a callback to the first ready form on the page
MktoForms2.whenReady( function(form){
  //add the tracking field to be submitted
        form.addHiddenFields({"_mkt_trk":""});
        //clear the value during the onSubmit event to prevent tracking association
  form.onSubmit( function(form){
    form.vals({"_mkt_trk":""});
  })
})
</script>



Note:  This solution works with Forms 2.0.

 

A multi-part form allows you to break up your forms into multiple pages.  To achieve this in Marketo, you need to build each subset of form fields in a separate form, and place those separate forms on new landing pages.  Here’s an example:

 

screen.png

 

Be sure to change the button label to ‘Next’ rather than ‘Submit.’

 

In the form settings, the follow-up page will be the landing page that contains the form with the next set of fields that you want to capture.

 

screen2.png

 

Note:  If you are capturing a new lead’s info on your follow-up forms, then you will need to disable cookie tracking on the landing page!  Otherwise, all of the field data will be submitted to the lead record that was created on the first form.

 

For Free-Form Landing Pages, just add an HTML element to the landing pages that have the subsequent forms, and paste the code below into it.

For Guided Landing Pages, you will need to add a Boolean Variable to the template, and paste the code below into the 'true_value' attribute.  The Variable can be placed anywhere in the template HTML, preferably in the <head> section.

 

<script>
//add a callback to the first ready form on the page
MktoForms2.whenReady( function(form){
  //add the tracking field to be submitted
        form.addHiddenFields({"_mkt_trk":""});
        //clear the value during the onSubmit event to prevent tracking association
  form.onSubmit( function(form){
    form.vals({"_mkt_trk":""});
  })
})
</script>

Leveraging CSS to create a CTA button is the prefered method over using an image as a button. 

 

Advantages to Using CSS Buttons

 

  • CSS buttons are very light in code and contribute less to the overall size of an email
  • Emails that use multiple images have reduced deliverability rates, thus replacing an image button with CSS will increase deliverability
  • CSS buttons have a small footprint on landing pages and help reduce page load times
  • CSS buttons are versatile in size, color and call-to-action, so they can be used anywhere for anything!

 

  1. In Marketo, click on a top-level folder OR a program where you want the original button to reside.

  2. Select the My Tokens tab and drag onto the canvas a Rich Text Token.

    1.png

  3. Give the token a name, i.e. Button_Learn More.  Note that you will need to create a token for each button that you need (Learn More, Register Now, Buy Now, etc.).

    2.png
  4. Click on ‘Click to Edit’

  5. In the Rich Text Editor, expand the toolbar by clicking the More link on the right; then click on the HTML button.

    screen.png

  6. Paste the code below into the HTML box:

<table style="background: #0093d0; text-align: center;" border="0" cellspacing="0" cellpadding="0" width="150" align="left">

<tbody>

<tr>

<td style="padding: 8px 0px; font-size: 14px; line-height: 17px; font-family: Arial, Helvetica, sans-serif; color: #ffffff;"><strong style="text-decoration: none; color: #ffffff;"><a style="text-decoration: none; color: #ffffff;" href="#">Learn More</a></strong></td>

</tr>

</tbody>

</table>



screen2.png

 

  1. Click Apply.
  2. The code above produces a blue button with white text.  To change the button color and the text color, follow these simple steps:

    1. Place your cursor inside the Learn More text, and click the Table icon from the toolbar.  Next, click on Table Properties.

      screen7.png
    2. In the Advanced Tab, click the small box to the right of Background Color.  Here you can select a new color for your button.  Click Apply when complete; then Apply again in the Table Properties dialog.

      screen8.png
    3. To change the color of the text on the button, simply highlight the text and select the Text Color icon to choose a new color.
  3. You can also edit the text on the button by highlighting it and typing the call-to-action of your choice.

  4. Next, be sure to hyperlink your button to your desired URL by placing your mouse inside of the button text and clicking the link icon.

    screen3.png
  5. Click Save when you are done editing the button; then Save your token.

  6. To use this new button in an email or on a landing page, select the desired editable region and place your mouse where you want the button to appear.

  7. In the Edit Section box, click the token icon to search for your token.

    screen4.png

  8. Type in 'my' to filter the select box by custom tokens, and select your new button token from the list

    screen5.png

  9. Click Insert, and Save the Edit Section box.  The button will render in Preview mode or in a sample email that you send to yourself.