Form Prefill Identity Mismatch

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Form Prefill Identity Mismatch

I am building a two step communication preferences solution to ensure that the communication preferences loaded are for the correct Marketo identity.   (We have a system where individuals might have multiple identities - email addresses.)

The first step is an email only form with prefill enabled.    When this is submitted, it takes the user to the preferences setting page.  Simple enough.   Then I tested the form.

Test 1 on Windows 10, Firefox 56.0 (64 bit) - but this also happens on MS Edge :

I come to the email only page (http://info.bstock.com/Communication-Preferences-Get-Email.html) and it is prefilled with my last cookied identity - pamtest8@apm.com

I alter the email address from pamtest8 to pamtest80@apm.com and submit the form.

!! Here is the issue:

The preferences page comes up with a mix of my new email address - pamtest80 and values prefilled from my pamtest8 cookied identity.   When I look at the page source for the page, the prefill variable shows the values for the new identity (all of the fields are pretty much empty).

Where is the form getting the original pamtest8 values that are populated there when the prefill variable isn't showing them there?

More importantly, how can I stop this from happening?   The whole purpose of the two form solution is getting the right identity in place in the cookie so that the preferences form will fill accurately.

One more thing to know:

For the email only form, I have some custom javascript code that takes a encrypted URL parameter, decrypts it, and uses the value to fill the email address field.   It is set up so that if there is a cookie, it will overwrite the email address from the cookie.  However, in this situation, the code in the javascript that does this should not be executing (no URL parameter).

Any and all wisdom are welcome.

12 REPLIES 12
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Level 10 - Community Moderator

Re: Form Prefill Identity Mismatch

The cause of this behavior is clear, but unfortunately a solution isn't.

The reason you see mixed data at first is that the cookie is not associated in real-time. (There's never a guarantee that a re/association will be complete by the very next HTTP request.)

As a result, you see the existing association's fields for everything that wasn't on the first form. Only the email address was on the first form, and it is immediately available because it's keyed on the aliId (which can be thought of as a form payload cache).

If you refresh the page after a second or so, the association will be complete (although it's still not guaranteed, a couple seconds of delay will cover most cases).

The only way to ensure you never see mixed values is if you strip off the aliId (you can do this in the onSuccess on the first form) and then poll the second page every second and refresh if the PreFill values don't match the new email (which you can pass in the URL).

Also, your URL-based form fill should be changed to use the forms API setValues() method. Setting element values directly is not guaranteed to work, and the object model has its own accessors for that reason.

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Re: Form Prefill Identity Mismatch

Sanford,

   I was hoping you would help me get to the bottom of this.  I figured you would know exactly what this was about (because of your blog and other posts on the community). Thanks so very much for your thorough comments and the extra tips.

    I inherited the javascript for the URL-based form fill and made some changes, but didn't catch that it would be better if I should used the setValues() method.  That may explain the issues I noticed when I overrode the cookie value with the parameter value in the original code.   I solved for that by using the form.whenReady.  I will go and make that update along with the extra onSuccess code to remove the alild and add the parameters I'll need for the polling.

    Will try to put all of what you suggested together in a package and give it a try.  (We were playing around with triggering a page refresh, but the polling option is a more correct solution because one can never count on the timing.

    You rock!  (And if you didn't know about it yet, you have a very solid fan base out here.)

Thanks.

-Pam

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Level 10 - Community Moderator

Re: Form Prefill Identity Mismatch

Thanks for the appreciation! You should be good to go with the polling. With a little extra code, you can simulate a spinner (increment a counter in the URL on each refresh and then print the equivalent number of ••••s or something like that).

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Level 2

Re: Form Prefill Identity Mismatch

Hi Sanford,

Also, I have a similar problem, but in my case, I have the problem with an email address, it's not immediately available in the second form. After refreshing page new mail updates. I am using templates from Marketo(Guided Landing Page Templates - Marketo Docs - Product Documentation ). But in a case where we have a landing page within default template, there is no problem with prefill form.

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Level 10 - Community Moderator

Re: Form Prefill Identity Mismatch

Also, I have a similar problem, but in my case, I have the problem with an email address, it's not immediately available in the second form. After refreshing page new mail updates.

This is the definition of how sessions are associated: in the background, very fast but not guaranteed to complete before the next page view.

If you link to your page, though, I can tell you how to show the email cosmetically on the second form, regardless of the back end progress.

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Level 2

Re: Form Prefill Identity Mismatch

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Level 10 - Community Moderator

Re: Form Prefill Identity Mismatch

I see 2 problems here, one that's directly related to the issue above and one that you haven't noticed yet but is also significant.

The first problem is you appear to have selected your Follow Up URL (nyhetsbrev-relevant-innhold.html) as an External Web Page instead of a Landing Page, although it is a Marketo-hosted LP. This leads to an unexpected loss of exactly the functionality you're looking for.  So please change that to an LP proper and check the behavior again.

The second problem is you haven't set your Munchkin options (domainLevel) correctly for the domain sticos.no.  Munchkin doesn't work correctly by default for 2-letter domains like .no, so even if someone is identified on kampanje.sticos.no they'll be anonymous on www.sticos.no. To have that association carry over you want domainLevel:2 as explained in the linked blog post.

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Level 2

Re: Form Prefill Identity Mismatch

Where did you found out that it was set as External Web Page, we have already selected Landing Page on Follow Up URL. But can you show us how to do that cosmetically on the second form?

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Level 2

Re: Form Prefill Identity Mismatch

Hi Sanford,

We did it, hacked that. Just redirect second landing page through our webpage.