Forms 2.0 - Better forms without code

Forms 2.0 - Better forms without code

[Please add your comments below to help build a strong case]

Since the FORMS 2.0 idea from Glen Lipka has long been lost, it's time to bring it back and get it on the agenda.  It only been raised as an issue for 3 years and more than 2 versions of this community.  Even one of recent ideas from the community for the Amazing Race Idea was for form improvements: Form Widgets!.

Basically Forms need to be come way easier without manipulation through code.  There are a lot of small improvements that could be made to the form functionality that would be a great benefit to clients without access to a web developer skill set.  

At one time or another, I have had marketers request most of the following list of form improvements:

  • support for HTML5 form elements
  • allow pre-population on a field by field basis as a form designer attribute
  • allow text fields to optionally concatenate the new value with the existing data
  • field masking for phone, sin number etc.
  • add real-time (onblur) validation, validation test conditions and  contextual error msgs
    • email regex,
    • min and max for numbers etc. 
    • phone with or without extention
    • domain name for spam exclusion - i.e.
    • alpha-only for names/text fields
    • Automatic formating for proper case including whitespace trimming
  • better positioning of the field label and error msg
  • more form layouts in terms of 2-3 columns layouts as well as fields that can span the columns
  • more control over the submit button:
    • its style/image
    • dynamic button text both before and after click text to make the form reusable on more that one landing page within the landing page editor
    • enable/disable submit based upon required fields/validation
  • provide more advanced type of controls:
    • date pickers,
    • sliders (range),
    • dropdowns (combobox) with icons, option groups etc.
    • better support for checkboxes/radio with multi-select 
  • dependant selections or skip logic i.e. country/state and surveys
  • geo-ip support for country/state
  • automatic detection and support for iframes to get parent parameters, adjust the form's target = _top etc.
  • better (dynamic) follow up options - new windows, dynamic redirect based upon other form fields, parameters or cookies
  • Allow fields from SFDC objects other than contact and lead

Forms have been one of the least attended to areas of Marketo; it has literally been years since any significant improvements have been made while the competition has not been standing still waiting.

Below is a small list for just from this version of community:
Not applicable
I still can't believe how obtuse it is to create a Referral form.  Looking at some of the suggestions in the Answers page, I guess we're supposed to turn off munchkin on one page of a website where the token is part of the standard page template? 

Or, even better, use a separate non-tracked domain? 

Or, best of all, just have the referral go into custom fields for us to manually enter as a new lead, as long as they don't accidentally submit multiple leads before we get around to it?

I guess it's not time to take down our Salesforce Web-to-Lead forms just yet.
Not applicable
Thanks to Eric for finding the ideas that will help us define the next Marketo Form Editor.  I think it's finally getting that push over the edge it needed.  I am assigning a designer to begin work on it starting very soon.

Please don't picket or tweet!   🙂

We may reach out to you guys this year as we make progress.  It's a big project, so give us time to design it and define it right.
Not applicable
Another potential addition, is there anyway we can get the Pre-Population on a form-by-form basis and have a bit more flexibility on it. I can't tell you how many times I get an email from a sales person saying their client complained that someone else's information was pre-populated. It's a plus to have it turned on, but really frustrating to get the same email complaint every other week! 🙂
Level 5

You cna actually control that at the page level right now.

1 - Go to edit the page (draft)
2 - Click on Edit Form Settings

3 - Click on the check box to unselect or select the prefill feature.
Not applicable

Thanks Rafael!
Not applicable
And please don't forget the simple ability to add PLAIN TEXT (or HTML) between fields on the form (for rich description).

Not applicable
Attended the Advanced Forms session at #mus13, was wondering where to find the content? I guess I could wait until the sessions are available in a couple weeks? Just thought it might be available on this discussion. Was going to explore creating custom forms until the 2.0 is released. 

Thanks for a great presentation btw, @Eric!
Not applicable
Ditto on Eric's content from the sessions. Would love to see it if it's available. Thanks!
Not applicable
From my understanding all the presentations will be posted in a couple of weeks here in the community.  So hold tight for a few more days.

Level 4
It is so nice to see this being prioritised! I can't start to tell you how many times I've been asked to do some of these things in our forms.

*happy little munchkin*