Register multiple Leads in the same Form

Anonymous · ‎06-01-2016

Hi there,

I have to set up a form for a Customer Summit in Norway - apparently they are used to sending the email with CTA to the Landing Page/Form to one person and allowing that person to also register up to 5 other people from the same Company at the same time.

Does anyone have any advice on this one?

I'm told that this is usual practice in Norway and there are no Data Protection issues with doing this.

So I guess the form would need a section where other people's email addresses can be entered.

Anonymous · ‎06-03-2016

The 'Add friends' button sounds ideal - let's all hope Sanford can find his original post.

I'm struggling to get my Norwegian colleagues on board with Marketo because at the moment they can use our own software (Feedback Management tools) to create their Landing Page, multiple Registrations etc - so they're shouting 'why should we change!!!'

I don't need anyone to tell me the answer to that - all I need is to see how close to their status quo I can get with Marketo...with my limited abilities!

🙂

SanfordWhiteman · ‎06-03-2016

MktoForms2 :: Iterative Referral Form

Note because of the sensitive nature of this form, the demo does not allow you to submit to my instance. You should fork the code and use your own form and instance.

In the demo, I'm using a Rich Text area with a bunch of <INPUT type="email" name="referral"> to hold the referrals. This could be done in a lot of different ways -- accordion, "Click to Add More," etc. -- but the underlying effect is the same, to create an array of referral emails that is then posted to Marketo one after another, creating/updating a Marketo lead for each.

The current code doesn't deal gracefully with a referral that has an invalid email address (it aborts if it finds one). This could be dealt with with some additional logic.

Anonymous · ‎06-07-2016

Yeah ok - this is where my Marketo knowledge limit is reached I'm afraid - I don't really know what to do with this to be honest...

Cheers anyway!

Mike

Pavel_Plachky · ‎06-07-2016

Hello Michael,

I would be happy to walk you through Sanford's demo. Follow me on the community or send me an email at pavel@revenue2.com.

Best,

Pavel

Anonymous · ‎06-02-2016

I'm not entirely sure how that helps me - example: - I send an invite to Mike and he wants to register 3/5/15/82 other people and he is asked to enter their data in subsequent forms until he's finished.

So for me,with my level of Marketo knowledge, Colin's suggestion is the only one that I can even begin to implement...

Thanks Colin!

Colin_Mann · ‎06-02-2016

That's where I am at in my skills but Sanford will have better options so if you can follow his advice then great. In that respect I'd also like to see the original solution he mentioned.

I think Sanford might have misunderstood my thinking (my original comment wasn't clear) as I didn't mean to suggest that the whole form/landing page is reloaded every time but just that there'd be a 'Register More People' button/link with additional fields for just the extra information (the names and details of the new people) and that this all remains in the same landing page view.

You've had some slightly 'developer' style answers so far - if I can find the solution Sanford mentioned or something that I can understand as a mere Marketo mortal I will post it here!

SanfordWhiteman · ‎06-02-2016

I think Sanford might have misunderstood my thinking (my original comment wasn't clear) as I didn't mean to suggest that the whole form/landing page is reloaded every time but just that there'd be a 'Register More People' button/link with additional fields for just the extra information (the names and details of the new people) and that this all remains in the same landing page view.

Then we were actually talking about the same approach!

I think you misunderstood what I was scoffing at, which was the approach in the article you linked to.

Colin_Mann · ‎06-02-2016

By which I mean:

The approach Pavel and Jim refer to is cleaner, faster, more manageable. At least a year and a half ago I posted a demo of recursively posting the same form across a list of email addresses.

Anonymous · ‎06-03-2016

Can you send me that post please so I can see if I can do it?

SanfordWhiteman · ‎06-02-2016

Somewhere in my comment history... back then I was posting demos on jsFiddle (as opposed to on my CodePen). I'll dig it out.

Colin_Mann · ‎06-02-2016

Do you know where that solution document/article was posted? I am having trouble finding it.

SanfordWhiteman · ‎06-02-2016

I'm not entirely sure how that helps me - example: - I send an invite to Mike and he wants to register 3/5/15/82 other people and he is asked to enter their data in subsequent forms until he's finished.

Yeah, you can reload the entire LP and all its content every time. I can't think of a UX that would drive me, personally, away faster than the realization that the entire page is going to need to redraw every time, so I can't even see the data I've already entered. On mobile there's no way I'm going through that. A button to Add Friends on the same page is going to keep my interest, in contrast.

But I'm certainly not saying reloading the LP doesn't conform to the letter of "registering multiple people," it's that it doesn't conform to the spirit of demand gen since I think your conversions will suffer strongly.

Pavel_Plachky · ‎06-01-2016

Hello Michael,

if you want to allow the additional registrant's details on the same page, you could create additional fields (Marketo or non-Marketo) and submit the additional records in the background using the technique detailed here http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/.

Best,

Pavel

Jim_Thao7 · ‎06-01-2016

There is currently no out of the box solution for this.

However, from a custom solution perspective, you can use this: http://developers.marketo.com/blog/clearing-marketo-tracking-cookie-from-forms-2-0-submission/

Colin_Mann · ‎06-01-2016

You could just go down the route of custom fields or create additional form fields i.e. Register More People and then it opens up the same basic form with the required fields. However, see some guidance about one potential approach at: How to Use Marketo Forms to Register Multiple Event Attendees

SanfordWhiteman · ‎06-01-2016

Wow, what a sloppy and resource-intensive solution for a simple problem.

The approach Pavel and Jim refer to is cleaner, faster, more manageable. At least a year and a half ago I posted a demo of recursively posting the same form across a list of email addresses.

Colin_Mann · ‎06-01-2016

This is a community of people at different levels and clearly I don't have your experience so I'd welcome an educational tone to any replies.

SanfordWhiteman · ‎06-01-2016

Oh, it's not your fault at all that the design is a clunker. Redrawing an entire landing page and form for every additional submission is pretty self-evidently suboptimal, though, isn't it? And there are sharper solutions posted from a year earlier.

Anonymous · ‎06-02-2016

If you could share the link to your original solution that would be most appreciated...