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A
Anonymous
January 4, 2016
Question

Auto fill forms from email clicks?

  • January 4, 2016
  • 5 replies
  • 6053 views

I may be missing this completely, but is is possible to auto-fill a form if the lead has never been to our website BUT Marketo has their info.

For example, we import a list of leads from a trade show, and send them into a stream.

If someones clicks on that email, and arrives on a landing page, wouldn't it make sense that Marketo recognizes the lead that clicked and auto-fills that form with the person's data (name title, email, etc.) Is that already possible, if so, does it require adding token info into the form settings?

It seems silly that this wouldn't be an option. If we are sending an email to someone, we already have their info, so we should pre-fill the form for them. So all they have to do is click

Send HALP

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5 replies

Conor_Fitzpatri
Conor_Fitzpatri
Level 5
January 4, 2016

Hi Rachel,

If someone clicks a link in your Marketo email and it directs to a Marketo landing page, the form should pre-fill with the user's info. Are you experiencing different behavior?

A
Anonymous
January 4, 2016

Hi Conor,

Thanks for the response.

I tested it by sending an email to myself (because my info is in Marketo) but opened the email in an Incognito window, to see if the form would auto-fill without me being cookied. But it did not.

Any advice?

SanfordWhiteman
SanfordWhiteman
Level 10
January 4, 2016

Rachel, if Form Pre-fill is turned on (in Form Editor field setup and on the LP level and in Admin >> Landing Pages) and you're on a Marketo-hosted LP, then it will work as you describe.  Make sure you fulfill all those requirements.

A
Anonymous
January 4, 2016

Hi Sanford,

I re-checked both of those requirements and I am good to go. I just mentioned to Conor (above) that I tested it by sending an email to myself (because my info is in Marketo) but opened the email in an Incognito window, to see if the form would auto-fill without me being cookied. But it did not.

Any advice?

SanfordWhiteman
SanfordWhiteman
Level 10
January 4, 2016

Did you open the tracking link (with mkt_tok at the end)?

If you open a standard tab (non-Incognito) of course it should work as well -- that doesn't impersonate the real user experience, but if it doesn't work even then you have a problem.

Justin_Cooperm2
Justin_Cooperm2
Level 10
January 4, 2016

If you click a link in a Marketo email that is pointing to a Marketo Landing Page, then the form will pre-fill if the lead is already cookied. If the lead is not cookied (which is the case in your incognito window example), then the lead will be correctly cookied and identified as the lead the email was sent to, but the form will not pre-fill until subsequent page loads. The form pre-fill logic is based on a cookie being present and we don't automatically re-load the page after the user is cookied.

SanfordWhiteman
SanfordWhiteman
Level 10
January 4, 2016

Justin, I don't think this is quite true.  When we send links to Marketo-hosted LPs, forms -- as in Marketo form widgets, not freeform JS that just happens to embed a form -- consistently prefill with totally unprimed browsers.  (Of course this does not work with mktNoTok on the link.)

Justin_Cooperm2
Justin_Cooperm2
Level 10
January 5, 2016

Actually, you are correct, I was thinking about personalized URLs, not plain old link clicks.

This should always work in an incognito window. You're 100% sure it's a Marketo-hosted landing page? Did you try same link in any other browsers? I will look into this a bit more.

Justin_Cooperm2
Justin_Cooperm2
Level 10
January 5, 2016

Rachel, I can't reproduce your issue. Are you still seeing this? If so, please file a support ticket. The page should always pre-fill in an incognito window if you've clicked a tracked link in an email.

A
Anonymous
January 6, 2016

Did you send yourself a test email or the actual email? I had a user experience this issue when she was sending a test email to herself. Worked perfectly when we sent an actual email through a smart campaign.

A
Anonymous
January 8, 2016

Yes, I was sending it to myself, and checking it in Incognito mode, and it wasn't filling.

So I created a lead (my mom) and only put in her name, email and company, and then sent her an email through an actual smart campaign, instead of a test email. When she opened it the fields pre-filled! So yes, sending as a test email does not work. You need to send through an actual smart campaign.

Thanks for everyone's help!

Justin_Cooperm2
Justin_Cooperm2
Level 10
January 8, 2016

Ok, great. It's expected that test emails won't work. We markup the links so that you can see exactly what the email will look like for a recipient, but the rest of the normal email functionality will not work. Example: Opens, Clicks, won't be tracked...Pre-fill on resulting pages won't work, etc.

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