Marketo and Wordpress Blog - Optimizing Known/Anonymous Lead Experience through Streamlining Forms

[Anonymous]

Currently, my team is working on building out a new WP blog.

We are trying to figure out what combo of WP + Marketo functionality (lP/form//MK form embed/iframe LP/iframe form/plug-in) we'd need to accomplish the below user experience. If you could provide advice on what combo of the aforementioned WP + Marketo functionality we'd need to make the below experience possible on our blog, that would be deeply appreciated!

If anonymous lead goes through this flow:

1) Enters the 1-field newsletter subscripton 'email address form' in our WP blog header

2) Then clicks a banner on our blog through to an LP touting an Ebook

**Then the lead is shown a form that has 'company name'/'first name'/'last name'/'phone number'/'country'/'email' (the email field would be pre-filled, if possible) on the Ebook's LP**

~

If a 'known' lead goes through this flow ('known' because, say, they already filled out 1 'request demo' form on our main site):

1) Enters the 1-field newsletter subscripton 'email address form' in our WP blog header (or skips this)

2) Then clicks a banner on our blog through to an LP touting an Ebook

**Then the lead is shown no form and rather an LP that exclusively features a 'Submit' button (sans form)  OR is not shown any LP at all and is instead directly brought to the EBook **

What combo of functionality would i need? HTML form embed on WP site or Iframed Marketo LP on WP site or Iframed form on WP site (etc.)?

[Josh_Hill13]

Sounds like you'd need the Form to use Known Lead HTML. But you may need it to be fancier because you want the first group of people to get a form, not a Button.

It's possible RTP can do this, however, is that really worth it to you?

[SanfordWhiteman]

Embedded Marketo forms, the longer one w/KL HTML, like Josh said. You don't need anything iframed.

Note: there's no such thing as a Marketo form in an iframe vs. Marketo LP in an iframe. You always need an LP, even if it does not contain anything other than barebones markup.

[Anonymous]

Thanks Josh and Sanford!

Also, just interested in confirming it's truly the case that:

iframe LP = can do pre-fill functionality but not 'known/unknown lead' / 'hide form/show form' functionality

Form embed = can do 'known/unknown lead' / 'hide form/show form' functionality but not pre-fill functionality

[SanfordWhiteman]

No, that's not the case. All forms support KL HTML.

PreFill is not supported natively for embeds$

If you only want to fill in the Email Address, though, you don't need PreFill proper. You can store the entered address in a cookie and also append the email address to your tokenized links. This will cover the same bases.