Are there specific directions for setting up forms when using the SOAP & Javascript API method?

[Anonymous]

We are attempting to use the SOAP and Javascript API method to get form submissions from our website into Marketo since we had some issues with using the embed code option. Are there specific instructions on how the Marketo form needs to be setup when using this method?

I built the Marketo form and Smart Campaign according to normal practice and then our developer used the Marketo module in Drupal with the form ID to set up the communication. The form submits and generates leads using SOAP and the JS API. However, the lead is not showing up in the results of the Campaign where the Marketo form is located and it's not triggering the Smart Campaign to generate a response email and an alert email.

We submitted a support case for assistance but unfortunately Marketo does not provide support for Drupal modules. Do anyone have experience with this? I'd like to first ensure that I've done everything correctly on the Marketo side for using this method. Any ideas or articles on this?

Thanks!

[Anonymous · Accepted solution]

Just to close the loop.....I think we figured this out and now have it working. For the Smart List, we used the 'Lead Is Created' trigger and used the Lead Source as the constraint, and the 'Fills Out Form' trigger and used the form name as the constraint. Then I selected 'Use ANY filters' so we could catch new leads or updated existing ones.

[SanfordWhiteman]

Carolyn, "SOAP and Javascript API" doesn't really make sense.  If you're using Drupal to post form data, then you're not using JS.  And I hope you're not using SOAP for this task, since it opens you to a DoS attack.    Rather, from your description it sounds like you're using server-side form posts.  While not usually necessary, server-side posts are relatively resilient.  Yet they are also not an "API" per se: the posts appear exactly like a client-side (browser) form post to Marketo, save for the fact that the IP address is always the same (i.e. the address of your server). 

[Anonymous]

Sorry, we're using the Forms 2 method in Drupal but something is wrong because the information is all coming in correctly but the Fills Out Form trigger in my Smart Campaign is not firing so the emails and other actions are not being taken.

Do we need to send the lead source as a hidden field in order to make the trigger fire off? We are already sending the form ID using the Form2 Handler.

[SanfordWhiteman]

If the trigger is on Filled Out Form activities you don't need any other triggers.  You might want to constrain the trigger to just this form, but if you put an unconstrained trigger -- try it now -- you will catch these fillouts.  If you don't, it means you have some kind of additional filter or constraint. 

[Anonymous]

Yes, the trigger is Filled Out Form and I'm using with Form Name the webpage constraint.

Then in the flow, it's supposed to change the Program Status and then kick off the email but that's not happening.

[Anonymous]

Just checking but something I've often forgot about in testing - it's hardly a simple as the setting in the schedule to allow leads through the flow every time?

[Anonymous]

Thanks Cathy, I do have that activated and set to run through every time but good idea to check.

I'm wondering if I need to reset the whole thing some how since I've made changes and tested quite a bit. I guess to reset I'd just delete the Fills Out Form trigger and start over?

[Anonymous]

How is the activity being logged against the lead when they fill out this form?

Often it is a lead update rather than a form fill out activity and this is why it doesn't trigger fills out form campaigns.
One option might be to use the data value changes trigger and add the source constraint for API.

Maybe Kenny Elkington​ might have other suggestions here? Form post option or maybe even a candidate for custom activity type?

[Kenny_Elkington]

This is my preferred solution for these types of cases: http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/

[SanfordWhiteman]

Mine too.  Yet I've found some clients shiver about fully hidden forms (even though the lead has obviously clicked a submit button in another form).  It seems to be based on superstition rather than actual policy. I understand it and yet... I don't.  I usually wrap the loadForm() in another function called sendFormData() or similar because then the optics are little better.

[Anonymous]

Hi Cathy,

Thanks for your response. A new lead is created and a "Fill Out Form" activity shows in the Activity Log for the lead. See screenshot below.

If I used the Change Data Value trigger, would the source constraint for API be the lead source?

[Kenny_Elkington]

Hi Carolyn,

What conditions are you trying to set for this trigger?  Is it on Lead Creation or on form fillout?

[Kenny_Elkington]

You said you're using the Web Page constraint?  Could you share a screenshot of your trigger and the URL you're using?

[Anonymous]

Hi Kenny,

Here it is.

[Kenny_Elkington]

Hey Carolyn, that URL redirects.  The live URL is this: Schedule a Live Demo | TaaSera | Preemptive Breach Detection https://taasera.com/schedule-live-demo

[Anonymous]

Good point. I've added that one the the webpages listed as constraints. When accessed from our homepage (taasera.com), https://taasera.com/node/265  does not redirect. After listing both, I tested again but I'm still having the same issue...the activity log shows "Fill Out Form" but it's not triggering the flow in that Smart Campaign.

[Anonymous]

Hi Kenny,

On Fills Out Form.