Form Progressive Profiling

Jessica_Korn · ‎08-09-2017

Hi - we've been using Marketo for over a year, but we are just now starting to use Marketo forms/landing pages to gate some of our content.

My question - will a lead need to fill our an entire form every time they want to download a different piece of content? Or will progressive profiling capture the lead data?

For example, User A gets to a landing page to download an eBook, fills out the name/email address and gets the eBook. User A comes back to our site a few days later for another piece of gated content. If we use the same form on all our landing pages, will they have to fill out the entire form again from the top or will they be cookied and therefore progressive profiling kicks in (even though it's a different landing page/form?).

If not, is there a way around this? Seems like bad user experience to have to fill out a form every time someone wants content. Thanks!

SanfordWhiteman · ‎09-13-2017

For the lurkers: I checked the pages offline and immediately saw the problem: Jess had ProgPro and KL HTML ("If Known Lead, Custom HTML") both active for a form.

These settings are, in practice, mutually exclusive, since one means "No form at all if already associated or after first fillout" and the other means "New fields on the form after first fillout." To avoid confusion, choose one or the other (though Form Editor doesn't stop you from having both active).

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