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Progressive Profiling/Form Prefill on Embedded form

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Mikes_Jones
Level 7

Re: Progressive Profiling/Form Prefill on Embedded form

So just to clarify

Progressive Profiling DOES NOT EQUAL pre-filled forms?

So then, what exactly is the purpose of progressive profiling?

I'm trying to make it so that if a known lead hits a landing page with a form, the info is pre-populated.

SanfordWhiteman
Level 10 - Community Moderator

Re: Progressive Profiling/Form Prefill on Embedded form

Progressive Profiling DOES NOT EQUAL pre-filled forms?

So then, what exactly is the purpose of progressive profiling?

Progressive Profiling (ProgPro) is used to gather additional information from the lead over time.  For example, you ask them a couple of questions on visit 1, then a couple more questions on visit 2.

This doesn't require form data to be PreFilled, because all that matters is that the previous questions have been answered at all. The values from previous (now hidden) questions don't need to be displayed in the browser.  That's why you can support ProgPro without leaking PII, but you can't support PreFill without privacy concerns.

Justin_Cooperm2
Level 10

Re: Progressive Profiling/Form Prefill on Embedded form

Progressive Profiling means you are changing the fields a lead is entering if they've visited the form multiple times. It helps you gain more data about someone without having them submit the same stuff over and over again. It is different from form prefill.

Form prefill fills the fields of the form when the lead visits the page with the form. It is not possible out-of-the-box on external pages but it works on Marketo landing pages. Sanford has examples of how to implement it for external pages but it takes some effort.

Mikes_Jones
Level 7

Re: Progressive Profiling/Form Prefill on Embedded form

"Progressive Profiling means you are changing the fields a lead is entering if they've visited the form multiple times. It helps you gain more data about someone without having them submit the same stuff over and over again. It is different from form prefill."

Makes sense. Does this cross-over to multiple forms? Let's say a lead hits Landing Page 1 and fills out First and Last Name to get access to a gated content. Now the same lead visits Landing Page 2 with a new form, does progressive profiling pick up from the last form? As in, Lead 1 wouldn't have to enter First and Last Name again but instead this time around they're asked to provide email and company name?

Dan_Stevens_
Level 10 - Champion Alumni

Re: Progressive Profiling/Form Prefill on Embedded form

Yes, this works across multiple forms/pages.  As long as the data exists within the lead record (in this case first/last), then as long as PP is activated on the other form, it will see that it does not need to surface those two fields again.

Mikes_Jones
Level 7

Re: Progressive Profiling/Form Prefill on Embedded form

Okay, so another question.

Let's say Lead 1 has gone filled out 3 or 4 forms now, and all desired info is collected. If they hit a new LP with gated content, what will the form display since there's no additional data to collect?

Justin_Cooperm2
Level 10

Re: Progressive Profiling/Form Prefill on Embedded form

Check out our forms docs. You can have some of the fields always show and some of them show conditionally (using progressive profiling). Most of our customers use a combination of the two in a form. Also, we have the "if known lead show custom HTML" feature in our forms which means if the user comes back, show them something like "Welcome back, Justin. Click here to download" or something similar.

Robb_Barrett
Level 10

Re: Progressive Profiling/Form Prefill on Embedded form

However, doing this will not register as "Filled out Form" so if your workflow drives off that action you lose out.  In fact, if you use the "Known Lead" the only way to see what happens is if they click on a link in the Known Lead HTML that drives them to the next page.

Justin_Cooperm2
Level 10

Re: Progressive Profiling/Form Prefill on Embedded form

It kinda depends on how you've structured your forms, but here is our docs page: http://docs.marketo.com/display/DOCS/Configure+Form+Progressive+Profiling

SanfordWhiteman
Level 10 - Community Moderator

Re: Progressive Profiling/Form Prefill on Embedded form

Kara Pietrykowski​ Dan's reply (that you just marked as helpful) is actually incorrect. Clicking Submit on the reduced-footprint form on the Known Lead HTML is still a form fillout.