Progressive Profiling

[Anonymous]

I'm trying to set up Prog Pro and seem to be running into trouble. I see your comments on every post I come across on the topic, so figured you may be a good resource! I've set up the form and put it on two test landing pages, but each time I go to the LP the form is still showing the same three fields and none of the prog pro fields are showing up for me. Any ideas on how to troubleshoot?

Here are our URLS

Test page 1 --> Certara | Form

Test page 2 --> Certara | Form

[SanfordWhiteman]

ProgPro works for me... here's a sequence of form views/submissions:

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[Erik_Eaton]

Hey Megan,

It looks like it is working - I filled out the form and reloaded the page and job role showed up after the initial submission. What are you trying to get the form to do for progressive profiling? Can you get a screenshot of the set up? might help in determining how to achieve your goal with the progressive profiling.

[SanfordWhiteman]

Megan's form is set to show one empty ProgPro field from these fields, in order:

Company Name

Job Role

Department

Job Title, conditional on Department value

Phone

The VRs on Job Title will eventually cause confusion.  But, like you, I'd like to hear at which point Megan believes it isn't functioning.

[Anonymous]

Thank you both for looking into this! I tested multiple times and was getting the same three fields everytime I reloaded the page. Sanford, I agree that it's eventually going to cause confusion that Title is dependant upon Department. Do you have any suggestions on how to work around this?

[Denise_Greenb12]

Hi Megan,

Progressive Profiling is kind of tricky to test for yourself because you are a known user to Marketo. So to test PP properly what I tend to do is use a browser I don't ordinarily user and clear all the cookies and cache first. Then go to the test LP and fill in the form as a new test lead - and then do so again from that same browser, etc. If you make a change to the form start that process again.

Denise

[SanfordWhiteman]

Incognito/Private/InPrivate's something you can use from your primary browser... a bit easier.

[Denise_Greenb12]

Yes but with Incognito/Private/InPrivate, it's not clear to me if all browsers behave the same way. If Incognito means cookies are blocked, doesn't that make you unknown again the second time you visit the LP?

[SanfordWhiteman]

Incognito means cookies are deleted when the Incognito session ends. Cookies are not blocked, rather they're both sent and received in Incognito mode. But they are all flagged as session cookies and are not stored permanently once the last Incognito tab has been closed.

[Denise_Greenb12]

Thanks for that explanation! Is that true of all browsers? It seems to me I have experienced inconsistency using incognito to get around the fact that I'm known - in testing other things besides progressive profiling - but I can't remember and specifics at the moment. That's why I have gone the route of using a different browser (which isn't that much more effort for than incognito since I have 2 other browsers installed and handy).