How do I create a new field in a form that's not in the Marketo field drop list? For example, I'm asking for a call for proposals with a description section and I'd like a 300 character text box.
Are you hoping for a comment-type box? You could create a field that holds comments and a campaign that appends comments to some other notes field each time it is updated.
So use checkboxes, dropdowns, or other widgets for user interaction, but the data is expected to be saved on the lead record. In your case if you want a textarea, you should create that field in Marketo: something like LastProposalDescription.
Hi Chrissy, you will need to create a field to use in your form. If this is a field that you will only use one-time on your form, consider creating a few fields for this type of one-time use. In our instance I have set 4 fields (Marketing 1-4) that are synced to SFDC and 3 fields that are Marketo only (Response 1-3). These fields can be used in forms to capture very specific information (mostly for events) that doesn't need to be stored for an extended period or reported on. You can customize each field in the form to exactly your needs such as a date fields, drop down or large text area. Ex. Marketing 1 can be a Select field for "Please select your meal" with options of Fish, Chicken, Beef.
Yep, plus for multi-purpose fields it's useful to always prepend the field value with the field label from the particular form that was used for the last submission.
So Marketing 1 can have the value "Dietary restrictions: Halal" for Lead A, but Lead B (who filled out a different form where Marketing 1 was reused for a different purpose) might have the value "Favorite Activity: Mas wrestling".
Yes, very good point Sanford Whiteman. We add people to My Lists based on answers or in the case of a "Proposal Submission" send an alert to capture the information to reduce risk if the value is written-over.
Thank you! Very helpful
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