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Tara_Mason
Tara_Mason
Level 2
January 20, 2017
Solved

Can you embed a form in an email?

  • January 20, 2017
  • 1 reply
  • 6806 views

Hi,

I am looking to embed a form within an email to have some fields updated in Marketo. I am still using the older email platform (not 2.0) and I receive the error message  "Email Message has script tags". Do I have to create a script token?

I am asking a yes or no question and the answer would (ideally) override the current value in Marketo. Is this possible?

Thanks for your help!

Tara

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Best answer by Casey_Grimes2

Hi Tara,

Sure--it's one of those things that sounds more complicated than it actually is. If you're asking a Yes/No question for instance, you'd make two links or buttons or whatever and assign each a unique ID (either via id="whatever" in HTML or in the Advanced tab of the Insert Link box.) Have the actual URL go to a plain "Thank you for your response"-type page for both.

From there, you'd set up a Smart Campaign that listens for "Clicks Link in Email" with the yes value ID (or the no value ID) via constraint, and then run a Change Data Value flow step to overwrite whatever field with the value you want.

You can get even more creative with this if you'd like: I have a client who does something like this to determine how to handle an advanced event registration. As long as you're asking a relatively simple question in the email itself, you don't really need a form.

1 reply

Casey_Grimes2
Casey_Grimes2
Level 10
January 20, 2017

Short answer: no. There's spotty support for forms and many clients consider them to be a security risk. Moreover, if you're trying to embed a Marketo Forms 2.0 the way you would embed it on a landing page, you'd need to extract it out into the core HTML of the form itself. What you could do as an alternative in this case is listen for someone clicking on either a yes or no link and then running a Smart Campaign to update the value in Marketo.

    Tara_Mason
    Tara_MasonAuthor
    Level 2
    January 20, 2017

    Thank you for the reply Courtney. Are you able to provide a little more detail or a link to a doc that could help me with your alternative suggestion?

    Thank you,

    Tara

    Casey_Grimes2
    Casey_Grimes2Accepted solution
    Level 10
    January 20, 2017

    Hi Tara,

    Sure--it's one of those things that sounds more complicated than it actually is. If you're asking a Yes/No question for instance, you'd make two links or buttons or whatever and assign each a unique ID (either via id="whatever" in HTML or in the Advanced tab of the Insert Link box.) Have the actual URL go to a plain "Thank you for your response"-type page for both.

    From there, you'd set up a Smart Campaign that listens for "Clicks Link in Email" with the yes value ID (or the no value ID) via constraint, and then run a Change Data Value flow step to overwrite whatever field with the value you want.

    You can get even more creative with this if you'd like: I have a client who does something like this to determine how to handle an advanced event registration. As long as you're asking a relatively simple question in the email itself, you don't really need a form.

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