Creating a form? Or maybe its a poll?

[Anonymous]

Hello everyone - I am brand new to Marketo and have a question.  We want to send out an email asking people to tell us which topics they want to receive from us - three choices.  I have the email ready except I don't know how to add the fields where I give them the options to select one or more topics of interest - can someone give me some clues on how to do this?

[Grégoire_Miche2]

Hi Dea,

Please move this question to Products where it belongs. Marketing Central is for generic marketing questions. Read here to learn more. And yes, this is confusing, as Sanford would write

-Greg

[Grégoire_Miche2]

Hi Dea,

You need to create fields in Marketo database first, then add them to your form. But you really should get some training first (I do not want to be rude ) as implementing a preference center and enforcing the lead choices is not the easiest way to start with Marketo

-Greg

[Anonymous]

Thanks for the info - I agree that I need training but until I get it I still have a job to do so I am asking for some help. 

[Darrell_Alfons2]

here ya go!

Video Link : 1742

Video Link : 1762

[Anonymous]

Thanks Darrell!  Quick question, we want to embed the three questions in the email that we are sending - I dont want them to have to go to a landing page unless thats the only option - is that the only option in this type of situation?

[Grégoire_Miche2]

Hi Dea,

You cannot create a form in a Marketo email. This would not work in most of email clients anyway.

Furthermore, Marketo forms are javascript and for email servers, javascript = virus, so your emails would never be delivered.

-Greg

[Darrell_Alfons2]

Yes, to have them select something it would need to be a form, which must exist on a landing page.

I wouldn't suggest this but - you could have big buttons on your email that ask what their preferences are, and when they click on it they are directed to a thank you page. But they could come back and click again so, would be a little weird. Possible though.

Another option would be send a survey monkey link, or even a link to a google spreadsheet survey form, but that's a hack.

[SanfordWhiteman]

Further to Darrell's comment, you can offer a first question in the form of a couple of big-button teasers.

These buttons take the lead to the form with the first question filled out, saving a step and (in theory) smoothing the UX.

You can even use the first question to segment the form completely, though that's advanced usage.