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Anonymous

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Progressive Profiling/Form Prefill on Embedded form

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Hello all,

I understand that, form prefill doesn't work when embedding a form on webpage.

Isn't there any way? really?

TIA.

Syed

Marketo

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Dan_Stevens_Accepted solution

Level 10

Here's one workaround: http://developers.marketo.com/blog/external-page-prefill/

Brad_Perry

Level 2

Is anybody seeing a 30-40 second delay from when a user first clicks through an email to when the Marketo Cookie is associated to a lead (You can make rest API queries and you'll get empty results until 30-40 seconds have past)?

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Brad_Perry

Level 2

The article is great, but the prefill doesn't work for first time users. Works for repeat though

Like I said, I'm seeing a 30-40 second delay before the REST cookie query will return with a match. Associating a cookie value to a lead is taking Marketo way to long.

I've opened a case. Really if Marketo can provide you with a cookie value you should be able to do a query on it immediately and get results. If not, its just plain poor engineering/systems.

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SanfordWhiteman

Level 10

The cookie is generated entirely on the browser, so there's no correspondence between its availability on the client and its association with a named lead (or even its logging of activities to an anonymous lead).

Association is always asynchronous, and 30s latency happens. Merging with existing leads can't be expected to be complete by the next pageview.

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SanfordWhiteman

Level 10

Kara Pietrykowski Dan's reply (that you just marked as helpful) is actually incorrect. Clicking Submit on the reduced-footprint form on the Known Lead HTML is still a form fillout.

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Anonymous

Hi Sanford,

So the article linked is incorrect for form pre-fill? http://developers.marketo.com/blog/external-page-prefill/

I am not a developer and trying to get information that I can pass onto our external developer.

Cheers!

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SanfordWhiteman

Level 10

Actually, I may have mistaken which post you were tagging. I was actually noting that Robb's comment about the Known Lead HTML + Filled Out Form activities wasn't right.

But no, I don't think any sane person should use the method in that post, for the DoS reasons I described above.

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Mikes_Jones

Level 7

So just to clarify

Progressive Profiling DOES NOT EQUAL pre-filled forms?

So then, what exactly is the purpose of progressive profiling?

I'm trying to make it so that if a known lead hits a landing page with a form, the info is pre-populated.

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SanfordWhiteman

Level 10

Progressive Profiling DOES NOT EQUAL pre-filled forms?
So then, what exactly is the purpose of progressive profiling?

Progressive Profiling (ProgPro) is used to gather additional information from the lead over time. For example, you ask them a couple of questions on visit 1, then a couple more questions on visit 2.

This doesn't require form data to be PreFilled, because all that matters is that the previous questions have been answered at all. The values from previous (now hidden) questions don't need to be displayed in the browser. That's why you can support ProgPro without leaking PII, but you can't support PreFill without privacy concerns.

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Justin_Cooperm2

Level 10

FYI this should have been fixed Friday evening 4/8. Please let me know if you still see issues with progressive profiling or known lead behavior.

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A

Anonymous

You can prefill with 2.0 by querying the Marketo API and pulling the values, then using form.vals() to populate them.

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SanfordWhiteman

Level 10

Sure, if you don't care about it (or your other integrations) functioning when you have a successful campaign -- or when a script kiddie or competitor decides they don't like you, whichever comes first.

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Anonymous

Curious what you mean by this?

Edit: oh, you mean someone could exhaust our API limit. I'm managing that in a couple ways:

Our daily API limit is much larger than the default 10k,
I'm making the lead API call server-side thru our own REST endpoint, which is also rate-limited

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Robb_Barrett

Level 10

If you can iFrame in a marketo page, problem solved. I know iFrames aren't a perfect answer but they do work.

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Robb Barrett

Grégoire_Miche2

Level 10

HI Syed,

Progressive profiling does work on embedded forms.

-Greg

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A

Anonymous

Could you elaborate? I think the progressive profiling works, but the pre-fill and "Known/Not Known" visitor functionality does not. Is there any documentation on how we could use these settings on external pages? We're trying to work through it with our web developer.

Thanks,

Justin

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SanfordWhiteman

Level 10

Known Lead HTML and ProgPro both work on embedded forms. There's no special documentation necessary because they work automatically.

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Dan_Stevens_Accepted solution

Level 10

Here's one workaround: http://developers.marketo.com/blog/external-page-prefill/

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