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Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

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Cloris
Level 2

Reposition Progressive Profiling - After repositioned, it's not working correctly

Hi guys, 

 

I encountered a problem and hope you could help. 

 

Context:

We use Marketo forms to collect lead info when they download our resources. There will be required fields, then a consent check box, and followed by progressive profiling (show 1 pp each time). See the image below:

Cloris_0-1638075031684.png

We want to switch the box and progressive profiling's position, so that it doesn't look wired. So we did some changes in CSS and JS codes. The codes are here: https://codepen.io/hahaqwer/pen/GRvbVRp

The page we added the change is here: https://www.comm100.com/resources/ebook/best-practices-digital-omnichannel-customer-service/ (if you're not in North America/Europe, you won't see the check box) P.S. please don't submit the form if you don't tend to download it, it's a live page.

 

Problem:

Visually, it looks fine, the box is at the bottom. BUT, progressive profiling just doesn't work correctly. Ideally, after submitting the form, if I go back and submit the form again, progressive profiling should ask a different attribute (e.g. first time is Company, second should be Job Title, and third time should be Revenue). But after repositioning, it just doesn't work at all, the field keeps showing the first attribute, no matter how many times I submitted the form.

 

Does anyone have similar problems as I have? Can someone help me check the code, and give me some advice? Our developer is not quite familiar with Marketo language and logic, so there must be something missing. 

 

Thanks in advance!!

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SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly


If the reordering code can't work, are there any other ways to make it happen?

You misunderstood what I said above. Didn't say the reordering JS doesn't work. Rather, it does work and it has nothing to do with the behavior you're describing. Reordering doesn't change which fields are shown. Only the order.

 

However, the way you're describing it isn't the way I actually observe the form working in practice. I actually see Progressive Profiling working on your site, one new field at a time. However, the Company field does not not appear to be in the ProgPro fieldset — it’s an “always-on” (standard) field outside of the ProgPro block.  Only Industry, Title, Number of Employees and so on are in the ProgPro fieldset. Are you sure you‘re showing a screenshot of form ID 4005 from your instance? Please show the URL bar in another screenshot.

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Cloris
Level 2

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

You are right. Our developer was making some changes while I posted this question in the community, he changed the "company" field to standard. I've now changed it back, so only the first three fields are standard.

 

It seems that after making a few changes, our developer found a way to make progressive profiling works again. Here's the code we used for the Marketo form: <script src="https://www.comm100.com/js/formreorder.js"> 

 

Thanks for your help!

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11 REPLIES 11
SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly


Problem:

Visually, it looks fine, the box is at the bottom. BUT, progressive profiling just doesn't work correctly. Ideally, after submitting the form, if I go back and submit the form again, progressive profiling should ask a different attribute (e.g. first time is Company, second should be Job Title, and third time should be Revenue). But after repositioning, it just doesn't work at all, the field keeps showing the first attribute, no matter how many times I submitted the form.


Cannot have anything to do with the reordering code. FormsPlus::Reorder doesn’t make any fields visible or hidden. It only arranges fields that already exist on the form after Progressive Profiling has decided which fields are empty. And Marketo has no idea/care about the display order on the form, the values are processed the same in all cases.

 

Please show screenshots of your setup in Form Editor.

 

Cloris
Level 2

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Here is the screenshot:

form editor.png

 

Cannot have anything to do with the reordering code. FormsPlus::Reorder doesn’t make any fields visible or hidden. It only arranges fields that already exist on the form after Progressive Profiling has decided which fields are empty. And Marketo has no idea/care about the display order on the form, the values are processed the same in all cases.

If the reordering code can't work, are there any other ways to make it happen?

Jasbir_Kaur
Level 5

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Hi @Cloris 

 

Repositioning can be done by using JavaScript.

 

I think the below link can help - 

 

https://nation.marketo.com/t5/marketo-whisperer-blogs/reposition-fields-in-a-marketo-form/ba-p/24630...

 

Thanks!

SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Repositioning isn't the issue, Jasbir. As you can see, the page already has fully working JS code for repositioning (more full-featured than the code you linked to).

The question is about revealing new ProgPro fields, not their position. And it's because of other, conflicting JS that's running on the production site.
SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly


If the reordering code can't work, are there any other ways to make it happen?

You misunderstood what I said above. Didn't say the reordering JS doesn't work. Rather, it does work and it has nothing to do with the behavior you're describing. Reordering doesn't change which fields are shown. Only the order.

 

However, the way you're describing it isn't the way I actually observe the form working in practice. I actually see Progressive Profiling working on your site, one new field at a time. However, the Company field does not not appear to be in the ProgPro fieldset — it’s an “always-on” (standard) field outside of the ProgPro block.  Only Industry, Title, Number of Employees and so on are in the ProgPro fieldset. Are you sure you‘re showing a screenshot of form ID 4005 from your instance? Please show the URL bar in another screenshot.

Cloris
Level 2

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

You are right. Our developer was making some changes while I posted this question in the community, he changed the "company" field to standard. I've now changed it back, so only the first three fields are standard.

 

It seems that after making a few changes, our developer found a way to make progressive profiling works again. Here's the code we used for the Marketo form: <script src="https://www.comm100.com/js/formreorder.js"> 

 

Thanks for your help!

SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Yes, that looks good.

tmoi
Level 2

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Hi!

A quick question around the reordering:

So it seem to work just fine in this Codepen example when I embed my form: https://codepen.io/hahaqwer/pen/GRvbVRp

Although once I try the same code on one of my native Marketo landing pages (adding the JS to my LP template), it can't seem to work. Anyone any hints on what part of the code should be changed in order to work on Marketo LPs as well?

Thanks a lot!  

SanfordWhiteman
Level 10 - Community Moderator

Re: Reposition Progressive Profiling - After repositioned, it's not working correctly

Have you made sure to put the script just before the closing </body> tag?