Global forms

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Level 2

Global forms

Moving from Eloqua to Marketo this week. We have a lot of forms for webinars, demos, content pieces. What is best practice for these? Do you put them under programs? Does anyone have examples I can see? how do you best track it all. I would love your tips and your success stories.

thanks for the help!

Kel

11 REPLIES 11
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Level 5

Re: Global forms

Hi Kelly, it depends on what your use case is. If you have large number of programs for a specific marketing channel it may make more sense to use a global form.Also, in this case any change done to the form will reflect across the landing pages. but the downside here can be that you'll have to approve all your landing pages that are using that form.

If you're doing a one-off event, or program, then I would recommend to do it locally.

You need to think what suits you the best on the overall perspective.

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Level 2

Re: Global forms

Okay so if they are everyday landing pages (not part of an event or campaign) they prob shouldn't live in a program? Just trying to set this up the best way the first time.

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Level 7 - Champion

Re: Global forms

You probably need to be a little more specific about what you mean by "everyday landing pages". What type of program channel would those pages be associated with? What would their purpose be?

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Level 2

Re: Global forms

We have 7 different newsletter landing pages. 15 Different types of demos - Would all of these need to be under their own program or could they live without a program?

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Level 7 - Champion

Re: Global forms

I would probably look to use global forms for these (largely for the reasons outlined in my comment below). That may be:

  • 1 global "Newsletter Sign Up" form, and 1 "Demo Sign Up" form (assuming that the fields needed for each type are not the same)
  • 1 global form for both use cases (assuming the field requirements are the same for both)

Either would be a much more scalable option than creating 22 forms

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Level 2

Re: Global forms

Yes we are doing a form for each type. I was asking if the landing pages need to live under a program? Maybe thats a dumb question. idk

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Level 7 - Champion

Re: Global forms

Right - not a dumb question! That would again then depend on whether there are differences between the landing pages or not (and what those differences are).

Personally I don't really do global landing pages outside of programs. I might have a single "global" landing page that can be accessed through multiple sources, e.g. a content download page linked to from multiple newsletter & nurture emails, but that page would likely still be a single page within a single program rather than in design studios - some people do it differently, but I find it easier to keep track of everything that way.

Say you were talking about 15 different demos for 15 different products - for this I would personally do 15 different landing pages. That might sound like a lot but with Marketo's abilities with tokens & cloning it can be made very quickly - by doing things like having those landing pages based on the same landing page template, creating a "Demo Request" channel on a default program, and setting up a tokenised program template that then made the creation of those individual difference programs + landing pages much easier. But the form on each page would still be the same single global form.

If you want to know more about any of these points there's plenty of resources available in community and around the web that can help with this, plus if you have either external agency or Marketo supporting your implementation, they should know more about these ways of setting things up

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Level 7 - Champion

Re: Global forms

Hey Kelly - looping back on this one, if any of the answers in this thread helped solve your issue please feel free to mark that answer as correct so that this thread shows as resolved within community - it'll help out other users who are experiencing similar issues to yours

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Re: Global forms

You can bulk approve landing pages in Design studio if you have to edit the global form and several landing pages are put into draft state.