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A
Anonymous
June 19, 2015
Question

Advice on Best Practices - Forms

  • June 19, 2015
  • 1 reply
  • 1764 views

Happy Friday everyone!

I just wanted to get some general advice and get a sense of what others are doing with forms.

Currently in my org, we have general forms that are used for multiple applications (content download, event registration, contact-us). I'm running across some issues with tracking these and was thinking that we may want to switch to individual/distinct forms for each channel - and maybe even campaign... I'm really limited on who I can consult with about this internally, so any suggestions will be highly welcomed/appreciated.

Thanks!

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    1 reply

    Josh_Perry1
    Josh_Perry1
    Level 5
    June 19, 2015

    Here is a pretty useful guide: Marketo Lead Source Guide

    Rather than creating a new form for each channel or campaign, I would create 1 form for each main type of content. For example, you would have a demo, white paper, webinar form.

    I would then use hidden fields and use url parameters to track source info. Does that make sense?

      A
      Anonymous
      June 19, 2015

      Thanks Josh! That's pretty close to what I have - we use standard forms and use Lead Source values to help with the smart campaigns. Guess I was thinking that I could do away with the lead-source values if I made forms local to programs... I just went through a HUGE lead-source clean up program. With so many existing flows dependent on lead source related values, things got a bit dicey.

      I guess I'm a fan of simplifying as much as possible - have a trigger depend on the least number of variables/values possible...

      Josh_Perry1
      Josh_Perry1
      Level 5
      June 20, 2015

      I agree. It is all about simplifying things.

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