Form Complete Integration

[Andreia_Norsa]

Hi, I'm looking for a Form Complete feature like ZoomInfo Form Complete. My main goal is to have a form that will display fields based on the data we have in our system. For instance, if a person type and existing email (existed in our database) it will only request some specific data (missing data), otherwise, it will display a standard form. Also, I would like to have a form that only accepts work emails and it will block all free emails.

I know ZoomInfo can cover those features but it is very expensive and I'm trying to find a less expensive feature. 

Thanks. 

Andréia

[Darshil_Shah1]

It sounds like you can probably use the Marketo's progressive profiling feature or KV HTML (if you wish to display a different HTML/form all-together). With  the progressive form/KV HTML configured you can customize what fields/HTML you show to your known visitors respectively. One thing to note here is that both progressive profiling and KV HTML are kind of mutually exclusive settings - in the end you'd configure only one of them on a particular form.

You can add a little JS to block form submissions from the non-business email addresses, you may refer this developer doc for the JS. You'd need to reference all the free email domains in the JS on the dev docs so that you end up with the JS that could block the form submissions with the free email domains. Alternatively, there's a global form validation rule setting that you can turn on in Marketo that would prevent form submissions from free email domains, but this setting (Global Form Validation Rules) would be applied to all the forms you'd have in the Marketo instance, which you'd probably wouldn't want.

[SanfordWhiteman · Accepted solution]

The FormsPlus::EmailPattern code is far more robust for email/domain blocking than the one in the docs:

MktoForms2 :: FormsPlus-EmailPattern [simple demo]

[SanfordWhiteman · Accepted solution]

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For instance, if a person type and existing email (existed in our database) it will only request some specific data (missing data)

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As Darshil mentions, you’re touching on the native Progressive Profiling feature. By design, ProgPro shows only empty fields for sessions already associated with a known lead.

The catch, though, is you’re talking about not knowing who someone is when they first view the form, right? But rather that they enter their email address and at that point you implicitly look them up.

The only way to do this — and it’s not a bad design, just not out-of-the-box — is to silently post a form when they enter their email address, then wait for the association to complete under the hood, then refresh the form now with ProgPro taking effect.