I'd also second that David - The email 2.0 editor is extremely powerful and can say without a doubt, as someone currently using both systems in different businesses, that it gives far more flexibility and control than HubSpot's editor. BUT it's only as good as the template you've got, and to create a really powerful template you really need someone with strong email HTML skills (note: I say email specifically, because it's not the same as building HTML for a web page) and probably some basic programming experience at a minimum. I'd highly recommend if you don't have that sort of person in-house, you look at getting someone in to put together a custom template for you - we spent a fair bit of time developing our own template but ultimately it cut out about a half day of work per week over our previous process in terms of customizing and setting up different emails on a regular basis, so quickly paid off the time spent. ... View more

Yes, fair point, and something we overlooked in our rush to get up and running. Question: when it says "Warning: Changing the user credentials to connect to a different Salesforce account will cause the Marketo sync to become unstable. Check with support if you are unsure." Is this purely because the new user might have different permissions than the existing one? Or are there other considerations? ... View more

Thanks for the suggestions, however unfortunately both the API usage report and salesforce support (who were only able to point me to that same report) are not much help in this case - for any app using the REST API, the report does not show the client ID, therefore, as you say, I can see only which user is making the calls, not individual apps. The issue therein being that my user has around 15 integrations connected using the REST API. It could be any one of these apps which has suddenly increased its usage. I look towards Marketo, because it's generally the highest usage of any of our connected apps. So that's why I was hoping that there might be some way to see from the Marketo side, how many API calls were being made, because it would help me identify whether it's Marketo causing the issue or not. Sounds unfortunately like that's not the case though. Thanks again for your help! ... View more

Maybe just lots of people wanting to be helpful. Not sure I see the problem ¯\_(ツ)_/¯ ... View more

Hi Gabby, hopefully I can be helpful here. We had what I think was a similar use case at a previous company where we wanted to reduce the number of fields showing on the screen at a time to make the form seem less daunting and to give it some more structure - the impact of changing from a single long form to having the user complete it in 3 smaller parts, in our case was a considerable increase in conversion rate (~30%). Hopefully I'm understanding correctly that this is essentially what you're trying to achieve. I've recreated quickly what we had since I no longer have access to the original page (that means there is probably a much tidier execution of this that can be done, but hopefully this gives you the basic idea). This is what I mocked up: https://get.asknicely.com/TEST---multi-part-form-2.html - there's just two parts to this form, but could easily be extended to more. - there's no validation, so you can click forward to the second "page" without entering anything 1: Created a marketo form with all the fields I need on it (see screen shot attached)      - note, I've added one additional field here, which in my case is called "z_formula_test" which was just a handy spare field to use, but you'd probably want to use something more logical like "form step" and I've set this to have a default value of 1 to set us at the first step when we first load the form.      - then I've added visibility rules to each field on the form (see second and third screen shot) - for the personal details (email, first, last, job title) which I want to display first, they display when my field "z_formula_test" is 1, for the company details (company, address, website), they will display when the value is 2      - the last step in the form setup is to add a bit of custom CSS to hide the submit button until we're ready and to hide the "z_formula_test" field - this looks like: .mktoButtonRow{display: none;}#z_formula_test__c{display: none;} (note that I just made the label of the "z_formula_test" field empty so only needed to hide the field - again, probably neater ways of doing this, but in the interest of time...) 2: Then I created a landing page with the form on. For this, at minimum I needed the ability to place a form and section of custom HTML, in order to insert some Javascript. - once the form was added, I inserted the custom html and javascript below: <div><button class="an-button" id="button1" style="display: none;"> Company details &gt;</button></div> <script>// <![CDATA[ MktoForms2.whenReady(function (form) {    form.vals({ "z_formula_test__c":"1"});    var btn = document.getElementById("button1");    $( "#button1" ).css( "display", "inline-block" );    btn.onclick = function() {           form.vals({ "z_formula_test__c":"2"});           $( ".mktoButtonRow" ).css( "display", "block" );           $( "#button1" ).css( "display", "none" );     }; }); // ]]></script> What this does: 1) adds the first button to advance to the next stage of the form (which is hidden until the form is loaded) 2) adds a click action on that button which:      - updates the z_formula_test field to "2"      - shows the submit button      - hides the first button (itself) And that's pretty much it. Splits the form in two but just gives you one form to manage in Marketo, and one page to manage. You can add/remove fields or change them between steps just from the form editor and still supports all the other marketo form functions. * Like I said, this is a quick re-hash of something I did previously, there's a few things missing: - you'd probably want to add some validation to the onclick function on the first button so that users didn't get right through to the end and find info was missing (alternative might be to add a 3rd state for the z_formula_test field that would show everything - then if there was any sort of validation error at the end, you could set that so it would show all fields, although that's probably not the most favorable option) - you'd also definitely want to add a similar button to 'get back to' the first stage, so doing the reverse of the first button (or rather than hiding the first button, you could change it's functionality and label once it's been clicked).- I'd also say a drawback of this method is it's not technically separate pages, so could cause some issues with users using the back button - I think you can work around that by setting a browser state - you'd have to look into that though. Also, one other note: I did use some Jquery in there to ease the pain of selecting objects - make sure you've got that running or adjust accordingly. Again, I stress, this is a basic implementation to explain how we made this work (hopefully similar to what you're trying to do) - not a perfect solution, so take this as a guide and extend it. Hope that helps! {checks furiously before submitting to ensure no surplus tagging} ... View more

It's not a perfect solution, but maybe a way around a 'fake' page view being triggered is to use the forms 2.0 API - embed a hidden form in the page and check for the form submission in the campaign instead of a page view (include the URL of the page as a hidden field in the form and you can easily re-use). Then, depending where the page is hosted (either on your own server or a mkto landing page), you can also add a layer of checks to make sure it's a real browser before allowing that form script to run - eg check user agent header, maybe a delay of a second, assuming a bot's session is very short - of course, if a bot really wants to mimic a human, then it's going to be pretty hard to detect, but that should help weed out the most obvious ones. Note: if the page is accessible publicly as well as from your email, then you'll also likely want to add some conditions around loading the form script so that it only runs for known users, otherwise, you'll end up with a whole lot of unidentified users that count towards your allocated users (because as soon as a form is submitted, it counts as an identified user, even if name and email are blank) ... View more

This is retarded. I can't believe this hasn't been fixed yet. I'd also expect that such a basic, known flaw would be highlighted in the doc explaining how to use variables in templates: Email Template Syntax - Marketo Docs - Product Documentation Have just come across this issue in our first use of email 2.0 templates, however, not finding the behavior as described above where it simply doesn't output the variable, instead we have the variable output as ${variablename} in the source of the email that was sent. ... View more

Thanks again Sanford - I'm going to go ahead and update to pass email via the URL parameter as you suggest. Definitely owe you a beer if I ever happen to make it to Marketing Nation! I wondered if it might be due to having two embedded forms on the page that the form wasn't behaving as expected, but have tried removing the other embedded form and didn't make any difference. ... View more

That's a tidy solution! Yes, that will work ... View more

Just double checked - it's definitely set to follow up with landing page: ... View more

Actually, a few more test submissions and I have run into the same issue again with this form - sporadically, it doesn't pre-fill, but then does if the page is reloaded ... View more

Oh and URL with the new form on is: NPS Software - Real time Customer Feedback | AskNicely ... View more

Well, you're welcome to give this a test if you want, but I'm feeling rather silly because having embedded a clone of the form on a new page and changed it back to go straight to the  https://get.asknicely.com/demo-booking.html   landing page, I've tested it 10 times so far and not found the same issue once - it's pre-filling perfectly every time. Leads me to believe that maybe I had entered the URL instead of selecting the landing page the first time around? I'm going to test a few more times then probably switch my live version back if it looks safe. ... View more

Sure - I'll create an alternate version with the original setup if you want to take a look. Thanks again for your help! ... View more

So if I'm understanding correctly, then my first setup should have worked fine - form 1 had the follow-up (yes, I wish they'd be consistent with naming) action set to a marketo landing page (the one that lives at https://get.asknicely.com/demo-booking.html ). Am I understanding correctly that then the built in behaviour of the marketo landing page should be if the association hasn't been completed, then load the data from the aliId parameter? Or would I need to separately setup a fall-back method to use the aliId data? ... View more

Thanks Sanford, good to know this is to be expected. The js you mention above wasn't actually on the page when I was first experiencing the problem - I added this because in every case where I saw the form not pre-filling, simply re-loading the page the instant it loaded seemed to work, so I figured load page one, then redirect to page two would ensure that the association is complete when the form loads, and it seems to work - run it through 20 times in different browsers and the second page loads with form pre filled every time whereas before, I was seeing every 3rd or 4th page load not pre-filled. From what you're saying, this probably still doesn't guarantee it'll work, but seems much safer than what I was using previously. Thanks for taking a look. I'll look at the js we're using too. Cheers, Kai ... View more