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Forms 2.0 - Switching campaigns dynamically

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Anonymous
Not applicable

Forms 2.0 - Switching campaigns dynamically

I am currently using Gravity forms w/ the Marketo plugin buts its pretty rigid for what my client needs it to do.

Currently, only one campaign can be associated with one form. So all leads go into on big bucket even if a particular campaign is ran.

Is there a way to dynamically change the campaign before its submitted, so the lead will go to the campaign folder instead of big bucket?

Example: If the lead isn't coming from a specific campaign the lead will go into the general lead bucket, but if a particular campaign is ran (e.g.http://website.com?campaign='pandora') it will go to the pandora campaign folder.

Thanks,

Jeremy

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SanfordWhiteman
Level 10 - Community Moderator

Re: Forms 2.0 - Switching campaigns dynamically

You don't need to use the Forms API for this stuff.

In the Form Editor UI, when you set a field type as Hidden, you can then choose to AutoFill it from a cookie, referrer query param, or current query param.

Then you can have a Smart List that triggers on the Fills Out Form activity, with Flow choices based on the (then-current) value of that form field.  If you will be overwriting the field on subsequent form posts by the same lead, it's best to name it like Most Recent Campaign because that makes it clear that it is a field that can change over time: it's not "the" campaign.

Lots of Community posts on these topics.

View solution in original post

4 REPLIES 4
SanfordWhiteman
Level 10 - Community Moderator

Re: Forms 2.0 - Switching campaigns dynamically

I think you mean program more than campaign on the Marketo side, but the answer is certainly "yes."

You can change program membership based on

  • hidden fields posted with the form (the field values having been drawn from cookies or current query params like utm_campaign)
  • the URL of the page from which the form was submitted (without storing to an intermediate field, just matching the URL in the flow).
Anonymous
Not applicable

Re: Forms 2.0 - Switching campaigns dynamically

Excellent!, Do you happen to know where the documentation for doing this will live? Ive been going through the api and am not sure what to use.

Thanks!

SanfordWhiteman
Level 10 - Community Moderator

Re: Forms 2.0 - Switching campaigns dynamically

You don't need to use the Forms API for this stuff.

In the Form Editor UI, when you set a field type as Hidden, you can then choose to AutoFill it from a cookie, referrer query param, or current query param.

Then you can have a Smart List that triggers on the Fills Out Form activity, with Flow choices based on the (then-current) value of that form field.  If you will be overwriting the field on subsequent form posts by the same lead, it's best to name it like Most Recent Campaign because that makes it clear that it is a field that can change over time: it's not "the" campaign.

Lots of Community posts on these topics.

View solution in original post

Anonymous
Not applicable

Re: Forms 2.0 - Switching campaigns dynamically

Oh Okay!
That makes it easier.

Thanks again,

Jeremy