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February 10, 2012
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Forms 2.0 - Better forms without code

  • February 10, 2012
  • 126 replies
  • 35384 views
[Please add your comments below to help build a strong case]

Since the FORMS 2.0 idea from Glen Lipka has long been lost, it's time to bring it back and get it on the agenda.  It only been raised as an issue for 3 years and more than 2 versions of this community.  Even one of recent ideas from the community for the Amazing Race Idea was for form improvements: Form Widgets!.

Basically Forms need to be come way easier without manipulation through code.  There are a lot of small improvements that could be made to the form functionality that would be a great benefit to clients without access to a web developer skill set.  

At one time or another, I have had marketers request most of the following list of form improvements:

  • support for HTML5 form elements
  • allow pre-population on a field by field basis as a form designer attribute
  • allow text fields to optionally concatenate the new value with the existing data
  • field masking for phone, sin number etc.
  • add real-time (onblur) validation, validation test conditions and  contextual error msgs
    • email regex,
    • min and max for numbers etc. 
    • phone with or without extention
    • domain name for spam exclusion - i.e. mickmouse@example.com a@a.com
    • alpha-only for names/text fields
    • Automatic formating for proper case including whitespace trimming
  • better positioning of the field label and error msg
  • more form layouts in terms of 2-3 columns layouts as well as fields that can span the columns
  • more control over the submit button:
    • its style/image
    • dynamic button text both before and after click text to make the form reusable on more that one landing page within the landing page editor
    • enable/disable submit based upon required fields/validation
  • provide more advanced type of controls:
    • date pickers,
    • sliders (range),
    • dropdowns (combobox) with icons, option groups etc.
    • better support for checkboxes/radio with multi-select 
  • dependant selections or skip logic i.e. country/state and surveys
  • geo-ip support for country/state
  • automatic detection and support for iframes to get parent parameters, adjust the form's target = _top etc.
  • better (dynamic) follow up options - new windows, dynamic redirect based upon other form fields, parameters or cookies
  • Allow fields from SFDC objects other than contact and lead

Forms have been one of the least attended to areas of Marketo; it has literally been years since any significant improvements have been made while the competition has not been standing still waiting.

Below is a small list for just from this version of community:

126 replies

December 26, 2012
Ability to have a "master form" or "default fields" that will be included in every form.
December 13, 2012
Are there any updates on this? Really needs to be solved as not all of the info needed to segment a lead can be obtained with the progressive profiling enablement in forms

Thanks
Edward_Masson
New Participant
December 10, 2012
Subscribing
November 30, 2012
Come on, folks.  Adding things like Gregoire suggested above IS NOT COMPLICATED!  Basic loose area and text capabilities should have been there from the get-go.

•possibility to add a line separator between two fields
•possibility to add a space line between 2 fields
•possibility to group fields in a box
•possibility to add some instruction text at the top, at the bottom or between 2 fields
November 22, 2012
Would like to add support for mobile in terms of reflowing the flowing the layout for responsive design both in an iframe and large touchable controls
November 21, 2012
Yes to all of the above! As a new Marketo user I am extremely surprised that forms aren't much more flexible. Such a key component to lead generation, too. Complicated or not, this should really be fast-tracked.
November 20, 2012
Other ideas:
  • possibility to add a line separator between to fields
  • possibility to add a space line between 2 fields
  • possibility to group fields in a box
  • possibility to add some instruction text at the top, at the bottom or between 2 fields
My 2 cents.
October 15, 2012
I'm also interested in more easily showing/hiding fields based on selections in earlier fields.

I'm currently hoping to learn enough javascript to modify this guide: https://community.marketo.com/MarketoArticle?id=kA050000000Kyqq in order to build a contact us form that goes into more detail depending on what kind of inquiry the user is making.
October 11, 2012
Please please please please please!   All of the above!
September 6, 2012
I would also add :
- dependant checkboxes. Such as if I activate one box, it deactivates onther ones (this currently requires coding). It would be useful to create sophisticated subscription centers
- dependant form sections. Based on a checkbox being selected, some fields would appear or disappear.

All this is strongly needed. One of the thing that could be done is to leave most of the formatting issues to CSS and focus on form logic and validation.