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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

September 12, 2013
I swear, we are engineering it now.  :)

There are 2 releases between now and the end of the year. One around Halloween (Scary!) and one before the holidays (Presents, Yay!).  The new form editor will be in one of them, probably the second.

The end (of the old form editor) is near. I promise.

Just because I like you guys, here is a sneak peak.  Don't show it to anyone!  It's a secret.  Just between us.  I'll get in trouble.  The ghost of Steve Jobs will get me.


September 12, 2013
I would love so much if these updates were made to the next update! The Marketo forms are not flexible enough for the needs of my company so we don't use them at all. We had to go outside and hire a developer to make new forms for us from scratch. Getting the custom forms integrated with Marketo to automatically pre-populate, properly transfer data, etc. was a real pain. It took us about 6 months to get the forms functioning properly. 

I must say that the forms was the most disappointing part of our Marketo experience. We use a lot of forms, for temporary events to sign ups for product samples and demos. Marketo just can't handle our needs. It was a major stumbling block in implementing our instance of Marketo and we are very very disappointed with the functionality provided. 

Please make this update soon! We don't want to have to keep going to a third party developer every time we need a new form. Marketo is supposed to deliver the whole package. 
September 11, 2013
Saw the new release today and no Forms 2.0.  sigh.....

In case you are desperate, I've got the process down to fairly straight-forward now for adding forms directly to our website, not in an iframe.  Happy to share the code and instructions with any one in the community.

Rus
September 11, 2013
Saw the new release today and no Forms 2.0.  sigh.....

In case you are desperate, I've got the process down to fairly straight-forward now for adding forms directly to our website, not in an iframe.  Happy to share the code and instructions with any one in the community.

Rus
Margaret_Addiso
New Participant
August 20, 2013
Fingers crossed this actually gets released by early Fall....it is badly needed.
August 14, 2013
We are planning to release by the next quarter! As the date gets closer I will update in this forum. Thank you :)
August 14, 2013
Is there an anticipated release date for Forms 2.0 yet?
July 20, 2013
Absolutely key ingredient, make it work on the corporate website (not in a iframe) AND mobile
July 20, 2013
Hello everyone!

Popping in to update: the designs and devlopment for Forms 2.0 are making great progress! The engineers and I are working hard to implement all, if not many, of the improvements mentioned in this community. Some of the changes we've all ready implemented are: 

Conditional logic/ Skip logic/ Progressive profiling
Horizontal stack-ability of fields
Checkboxes with multi-select functionality
A new user interface with a great look and feel!

We know Forms 2.0 has been in anticipation so we are really working on making it something spectacular. Thank you for all the suggested ideas listed so far as they have been the backbone in the changes we have been implementing. Please continue to post new ideas here, I will check be checking daily!


Chewy

July 20, 2013