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