Capturing form fills and UTMs from non-Marketo forms (Typeform) | Community
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Michele_Stodda1
Michele_Stodda1
New Participant
February 1, 2018
Solved

Capturing form fills and UTMs from non-Marketo forms (Typeform)

  • February 1, 2018
  • 3 replies
  • 8021 views

I have a problem that hopefully someone can assist.

We recently created a survey using typeform (www.spartasystems.com/quality-maturity). We would like to be able to:

1. See who completed the survey - using a trigger in Marketo. Was thinking "Lead is Created" with a "Source Type=Web Services API" but not sure if that will work with #2

2. Use UTM tracking so we can place this survey on several media platforms (i.e. LinkedIn, website, online advertising)

Any help or insight would be great.  Not a developer, so laymen terms would be appreciated.

Best answer by SanfordWhiteman

Would I use the embed code for the Marketo form?


Yes, you'd use an embedded form.

Start by just placing the form on the page (still visible) and have the hidden fields populating from the query params.  Use Dev Tools/Inspector to make sure they're getting filled in correctly, i.e. you don't need to submit the form to test whether it's working.

You'll work up to hiding the form (CSS display:none;) and auto-submitting it in the background without user interaction (JS MktoForms2.whenReady(function(form){ form.submit(); }) but you don't want to automate it until you've tested it appropriately... it'll just create chaff in your database and make debugging harder.

3 replies

Mahurrinah_Sims
Mahurrinah_Sims
New Participant
February 9, 2018

Hi @Sandford Whiteman​

I'm trying to do the exact same thing here. Have you made any progress?

Thanks,

Mahu

SanfordWhiteman
SanfordWhiteman
New Participant
February 9, 2018
I'm trying to do the exact same thing here. Have you made any progress?

Sure, works perfectly!

Although Michele turned out to have a few other quirks in her environment (namely the use of an IFRAMEd TypeForm, rather than a direct TypeForm URL) the key is to insert variables (click Add Variable) into the Redirect URL's query string.

Then you set up Hidden fields on your Marketo form to Auto-Fill from those query string params, exactly as you would for UTM tags or any other info in the query string.

    Arvin_Poole
    Arvin_Poole
    New Participant
    January 8, 2019

    We are getting ready to experiment with Typeform + Marketo and will be purchasing the Pro version to do calculations.

    Sanford, if interested, you could take screenshots of our setup as well if that would be valuable to you.

    Thanks,

    Arvin

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    February 1, 2018

    You're kind of getting ahead of yourself, I think.

    Is your TypeForm truly writing to Marketo using the REST API? Otherwise such a trigger has no meaning.

    I wouldn't steer TypeForm through the API (i.e. Zapier) though.

    Instead, choose Redirect After Submitting and take them to a Marketo LP that automatically submits a form for the lead (it looks like a Thank You page, but it's also logging the Filled Out Form ​activity to Marketo). It should also be noted that if you don't do this, you won't get an associated tracking (Munchkin) session.

    Michele_Stodda1
    Michele_Stodda1Author
    New Participant
    February 1, 2018

    I believe it is using a REST API but I also tired using a Zap integration as well.  Nothing seems to work.  I guess I'll try what you suggested above.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    February 1, 2018

    Pretty sure the "native" Typeform → Marketo integration is via Zapier.

    The Redirect After Submitting method is more efficient and full-featured, in any case.

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    February 1, 2018

    There are various ways to do this, but they all boil down to be able to capture the UTMs on survey entry and pass that information to Marketo when the survey ends.

    I know how to do this with Qualtrics (using a form endpoint being called as web service from Qualtrics) or SurveyMonkey (Using Survey Monkey Marketo connector), but do not know about this software.

    -Greg

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