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Kenny_Elkington
New Participant
September 30, 2015

Make a Marketo Form Submission in the background

  • September 30, 2015
  • 65 replies
  • 35403 views

This post originally appears on the Marketo Developers Blog

When your organization has many different platforms for hosting web content and customer data it becomes fairly common to need parallel submissions from a form so that the resulting data can be gathered in separate platforms. There are several strategies to do this, but the best one is often the simplest: Using the Forms 2 API to submit a hidden Marketo form. This will work with any new Marketo Form, but ideally you should create an empty form for this, which has no fields:

Empty Form

This will ensure that the form doesn’t load any more data than necessary, since we don’t need to render anything. Now just grab the embed code from your form and add it to the body of your desired page, making a small modification. You embed code includes a form element like this:

<form id="mktoForm_1068"></form>

You’ll want to add ‘style=”display:none”‘ to the element so it is not visible, like this:

<form id="mktoForm_1068" style="display:none"></form>

Once the form is embedded and hidden, the code to submit the form is really quite simple:

var myForm = MktoForms2.allForms()[0]; 
myForm
.addHiddenFields({
     //These are the values which will be submitted to Marketo
     "Email":"test@example.com",
     "FirstName":"John",
     "LastName":"Doe" });
myForm
.submit();

Forms submitted this way will behave exactly like if the lead had filled out and submitted a visible form. Triggering the submission will vary between implementations since each one will have a different action to prompt it, but you can make it occur on basically any action. The important part is setting your fields and values correctly. Be sure to use the SOAP API name of your fields which you can find with Export Field Names to esnure correct submission of values.

65 replies

February 9, 2016

Perfect . But the upsert will automatically de-dupe looking at the e-mail address and just update the lead right?

All I need is Marketo to cookie and associate the anonymous lead to an existing lead.

I therefore have the following options

1. Submit a hidden form after login - with FirstName, LastName & Email - assuming the fact that it will cookie & update if the lead already exists (which will be the case because they have a user id and password & I am making a rest api call after they sign up. The form submit on sign up would only be to help marketo associate the leads that we imported from CRM when we moved to marketo a month ago).

2. Make a Rest api associate lead call. Associate Lead » Marketo Developers

Thanks,

Vishal

Kenny_Elkington
New Participant
February 9, 2016

No, form submission is always an upsert.  If you need finer grained control, you'll want to use REST.

February 9, 2016

Hi,

I plan on submitting  the hidden form on user login.

Can I specify the type of "Action" while submitting the form.

For e.g. action:"createOrUpdate"

Thanks,

Vishal

SanfordWhiteman
New Participant
February 6, 2016

Sent you an email with the fix.  Let me know if you didn't get it.

February 5, 2016

I have included the relevant coffee script code.  I will explain my methods here incase you see a potential error in my logic.  My forms have a class '.marketo-form' and a data attribute marketo-form-id = 'ID'.

The first I am grabbing my form on submit, clearing out potential leftover values, converting submitted values to proper format, adding to the hidden form and submitting.

$('form.marketo-form').submit (e) ->

    e.preventDefault()

    values = ''

    marketo_hidden_form = ''

    values = $.parseJSON($(this).serializeJSON())

    marketo_hidden_form = MktoForms2.allForms()[0]

    marketo_hidden_form.addHiddenFields(values)

    marketo_hidden_form.submit()

# The second block grabs the form ID by data attribute, empties out the form per your comment, than loads the form. 

  if $('form.marketo-form').length > 0

    form_id = $('form.marketo-form').data('marketo-form-id')

    $('#mktoForm_' + form_id).empty()

    MktoForms2.loadForm("//app-sjh.marketo.com", "123-ABC-XYZ", form_id)

Both occur on each page load.

SanfordWhiteman
New Participant
February 5, 2016

Tom Bush might as well email me so we can work on it.  It's gonna be something outside the usual case to be sure.

Kenny_Elkington
New Participant
February 4, 2016

Hey Tom, how exactly are you trying to submit the form in this scenario?  Are you deleting the existing form element and loading a new form on a subsequent page "load"?

February 4, 2016

@Kenny Elkington​ I am attempting to use this method in a Rails + Turbolinks project. 

I am experiencing single page app style issues:

  • if I visit a page with a form: I can successfully submit
  • if I visit a many pages without forms, than visit a page with a form: I can successfully submit
  • if I visit a  page with a form, than visit another page with a form: I cannot submit

On the front end, when using Chrome locks up, I could navigate away, but I the form will never be submitted.  In Safari I receive an error:

[Error] TypeError: o.postMessage is not a function. (In 'o.postMessage(JSON.stringify({mktoRequest:{ajaxParams:a,id:b}}),c.protocol+"//"+c.hostname)', 'o.postMessage' is undefined)

This error says it occurs in line 2065 of forms2.min.js

I have tried:

  • Checking that forms are loaded correctly by verifying that the hidden form is populated with fields in all scenarios in an attempt to confirm the MktoForms2.loadForm(...) function runs correctly.
  • Confirming IDs of the forms as I traverse pages.
  • Confirming params are identical in all scenarios, I hardcoded the values section inside `myForm.addHiddenFields({})` to confirm this is not an issue with my method for conversion of values.

I am running our of ideas, have you seen this error before? Could you give me any insight or ideas?  There is not much information on single page apps, or rails, or turbolinks implementations.  Any direction you could provide would really help me out, thanks!

Conor_Fitzpatri
New Participant
October 9, 2015

This is awesome! Is it possible to show an example of the code with the references to the other form (i.e. how we get test@example.com to be what the user inputted in the non-Marketo form)?

Kenny_Elkington
New Participant
October 7, 2015

Fixed.