What is the best way to ensure proper case when collecting information via forms?

Anonymous
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What is the best way to ensure proper case when collecting information via forms?

When users fill out our forms, they sometimes use all lowercase or all caps for their names.  Is there some way to convert this to the proper case when saving the lead record?  In Input Masking an option?

7 REPLIES 7
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Re: What is the best way to ensure proper case when collecting information via forms?

Hey Allison, there isn't a way to do this kind of capitalization masking in Marketo out of the box.

You can write JavaScript to do this as a user types, or before they submit the form. Here's an article on the Marketo Developer blog that does this combined with using a "Full Name" field: http://developers.marketo.com/blog/add-a-full-name-field-to-a-marketo-form/​. You can watch

On this landing page (you can steal the JS), people write to the "Full Name" field and then some JavaScript takes that, converts to the appropriate capitalization, and then it gets written to separate First Name and Last Name fields. Here's the link to the JS you can steal: http://www.etumos.com/mkto/v2/js/core.js (lines 8-58).

pastedImage_6.png

(You can see that I did my name in all lowercase, but the JS writes the appropriate capitalization names to the First and Last hidden fields.)

You could take that capitalization logic, work with a developer, and run through the capitalization JS right before form submission.

Cheers,

Edward Unthank | Founder, Etumos

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Level 10 - Community Moderator

Re: What is the best way to ensure proper case when collecting information via forms?

Have I told you lately how much I hate that capitalize() function?

Mistakenly turns von Albens into Von Albens: my German relatives hate that kind of thing.  It should really have exceptions for nobiliary particles (von, de, etc.) so people don't take offense.  Plus, on the flip, it doesn't turn MCHALE into McHale. 

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Re: What is the best way to ensure proper case when collecting information via forms?

Hi Edward,

How does this work for other fields like address and city? And, what if you want to keep the First and Last name fields separate (not merge into one full name)?

Thanks,

Leanne

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Anonymous
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Re: What is the best way to ensure proper case when collecting information via forms?

Leanne, my answer may help you.

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Anonymous
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Re: What is the best way to ensure proper case when collecting information via forms?

Yes. Assuming you have jQuery on the site where your forms are displayed you can add this to force the uppercasing of the first letter and lower case for all additional letters in the FirstName and LastName fields. I put this in a setupMarketo( ) function that I call when the DOM is ready.

$('body').on('change', 'input[name="FirstName"], input[name="LastName"]', function () {

  $(this).val($(this).val().toLowerCase().replace(/\b[a-z]/g, function(letter) {

        return letter.toUpperCase();

  }));

});

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Level 10 - Community Moderator

Re: What is the best way to ensure proper case when collecting information via forms?

I put this in a setupMarketo( ) function that I call when the DOM is ready.

This doesn't work (even if it seems to in casual testing). The Marketo form is not synchronized with DOMContentLoaded. It may load before or after your DOM ready event.  To attach event listeners to fields within a Marketo form, you must use the whenReady event that's designed for this purpose.

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Level 10 - Community Moderator

Re: What is the best way to ensure proper case when collecting information via forms?

... and you also don't need to listen for change at all. You can just "fix it up" in form#onSubmit. Personally, if you're going to mess with the way I spell my own last name and not let me undo it, I'd rather not see that happening!