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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

August 27, 2012
Form Field Restriction/Validation

Problem:
 Forms in Marketo are not specific in terms of accurately obtaining information from a form field value. Currently if you have a country, and a state/province field, they won't  mapp correspondingly. Meaning you can choose Canada as a country, and choose NY as the state/province. 

Solution:  Create a restriction that when you click onto the country field (ex. USA), the state field is restricted to only those states/provinces pertaining to the corresponding country (ex. MI,NY,MA, ect).

Result: Accurate lead detail, so you can have the right people from whatever region or territory contact that person who filled out the form.
 
 
June 26, 2012
Is this on the road-map?  I was just writing a similar request... I've included the copy below:

1. More adjustability on form fonts. Bold, Italic etc...

2. The ability to adjust the formatting of a field's 'Inital Value'.  A lot of times this is where 'helper' text lives.  I don't want it to be solid black, but rather a light grey italic.

3. The ability to have a field's 'Initial Value' automatically clear when a user clicks into it.

4. The ability to add a 'Date Picker' to date form fields, so it's not just an empty text box.

5. The ability to shrink the width of a given field. 

6. The ability to do a 'soft-submit'.  For instance, when a user completes <x> out of <y> fields, I'd like to create the lead record in the background.  This would help minimize drop-off and allow me to nurture leads that got 'scared' for whatever reason.  I'm sure this is doable w/munchkin api, but it's kind of a pain.
May 9, 2012
I can't wait for this - sounds fantastic.
April 23, 2012
Or, just give us the option to play with the HTML source ourselves.  I think creating TABLES isn't beyond the reach of most professionals here.
April 1, 2012
Interesting idea status.

It reminds me of an adage, if it was easy, it would have been done already. The point of the idea is to take a very complex problem and make it appear easy all the while remaining flexible. Marketo gave us the first part ( make it simple) but as the platform matures we need Marketo to provide the second part, the flexibility
February 16, 2012
Of course, I love it. I am lobbying for it to get higher priority right now. :)