Integrating SendSafely into Marketo Form/LP

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Anonymous
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Integrating SendSafely into Marketo Form/LP

Hello!

We're attempting to launch a campaign where customers can submit files via a form submission, using a standard Marketo LP and Form.  I found SendSafely on Launch Point and they make it seem very simple to integrate, but I'd like to hear from anyone who might have used this, or another platform for a similar purpose.

Is there anything I should be aware of in terms of best practices or avoiding any issues?

Thanks so much!

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Level 10 - Community Moderator

Re: Integrating SendSafely into Marketo Form/LP

Hi Jessica,

I believe I was the first (see https://nation.marketo.com/message/117201) to integrate file uploads with Marketo forms using native capabilities, rather than 3rd-party services -- by which I mean you can trust my recommendation.  I have since stopped using my own elegant/hacky method and have turned to the awesome UploadCare service instead.  I detailed and demoed the integration in this post and you can hit me w/any further questions.

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Anonymous
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Re: Integrating SendSafely into Marketo Form/LP

Hi Sandford -

I did actually come across your post, and then eventually to an external blog post about using SendSafely.  I'm not particularly attached to that vendor (except for the free version part) and did come across Uploadcare as an alternative.  I am by no means a developer, so quite honestly, the JQuery and code editing for any integration is pretty intimidating.

However, it looks as if the MktoForms2 page you referenced has laid out the basic script (minus the Uploadcare Keys) that I would drop on my landing page - could it really be this easy?

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Level 10 - Community Moderator

Re: Integrating SendSafely into Marketo Form/LP

It is that easy.! That's the full code in the CodePen -- less than 20 lines that pertain to UploadCare.  Much tighter than the SendSafely version (but that's also because I know how to use Marketo forms most efficiently).  If you need more help, just let me know.

And they still have a free version too, don't they?

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Anonymous
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Re: Integrating SendSafely into Marketo Form/LP

Sanford,

I used your code to create a test form using Uploadcare.

1. Can I pass a hidden field containing the link to the file (File Transfer field) to Marketo so the sales rep can click on the link to download the file?

2. Is there a way to get the 'Click here to upload your RFP' button to appear just above the Submit button?

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Level 10 - Community Moderator

Re: Integrating SendSafely into Marketo Form/LP

Sure Stephen, UploadCare itself always adds a hidden form field. You just need to make sure it exists in your Marketo instance so the value will be saved. The field in the demo is "RFPURL" but you could use any text/string field.

The display order can also be changed but I can't do that from the plane I'm on right now. I'll post an example later.

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Level 10 - Community Moderator

Re: Integrating SendSafely into Marketo Form/LP

2. Is there a way to get the 'Click here to upload your RFP' button to appear just above the Submit button?

In this case, replace

formEl.insertBefore(rfpURLEl, formEl.querySelector('STYLE'));

with

formEl.insertBefore(rfpURLEl, formEl.querySelector('.mktoButtonRow'));

Obviously any HTML/CSS is possible since the UploadCare button is being injected dynamically into the page.

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Anonymous
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Re: Integrating SendSafely into Marketo Form/LP

Thanks. Now i'm getting a javascript error and I attach a file, the 'remember' popup comes up even though I have a file attached.

Screen Shot 2016-05-10 at 1.19.27 PM.png

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Level 10 - Community Moderator

Re: Integrating SendSafely into Marketo Form/LP

Save your Pen with the modifications and post the URL. 

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Anonymous
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Re: Integrating SendSafely into Marketo Form/LP