Skip to main content
A
Anonymous
May 15, 2018
Question

Custom Form Fields with Individual Flows

  • May 15, 2018
  • 4 replies
  • 5089 views

New to Marketo but am a marketing automation veteran (HubSpot), hi!

I would like to create a Contact Us form that includes a custom field with checkbox option:

"What can we help you with?"

- Sales

- Training

- Support

Then, based on what box is selected, I'd like to create a custom flow to send them an automated email, change their lead score, and add them to a specific list. Example:

- Person selects "Sales" checkbox

- Marketo adds them to a "Sales Inquiry" smart list

- Marketo changes their lead score to 50

But each checkbox would have its own custom flow.

I know how to create a custom field but am having issues creating the custom checkboxes and flows. Is this possible?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

4 replies

SanfordWhiteman
SanfordWhiteman
Level 10
May 15, 2018

Please move the thread to Products and we'll help you there (this isn't a support space). Move link is at the right.

A
Anonymous
May 15, 2018

Thank you, done!

On Tue, May 15, 2018 at 2:00 PM Sanford Whiteman <

Justin_Laberge1
Justin_Laberge1
Level 4
May 15, 2018

Hi Chasity,

I just want to point out, you're trying to build several things that need to be built separately in order to be effective and trackable.

To start, how far in is your marketo instance? Is there leadscoring already built?

The things you are talking about here include:

  • How leads are handled when they enter marketo
  • Lead scoring
  • Lead Nurturing
  • Segmentation

Basically, you need to build the structure around your instance before you can start building the exact actions.

(Simplified) Steps to getting there:

  • Add a field for the checkbox selection (determine if this will be an SFDC field as well)
  • Build your landing page and form
  • Create a skeleton lead scoring folder and programs for changing scores
    • Create scoring for each selection type
    • Create more scoring later in this same folder
  • Create a folder to handle how the lead will enter marketo and be added to smartlists/lists

This is all very, very basic and will need to be revised overtime as you become more familiar with Marketo. Creating flowcharts can help with this but I can't emphasize enough that you should keep your programs separate from another so that it's easy to identify what is not working if a smart campaign is broken.

    A
    Anonymous
    May 18, 2018

    Hi Justin,

    Thank you so much for your feedback! Yes, I have created the basic skeleton

    for this form. I'm just struggling with the flows based on boxes checked. I

    can't seem to create smart lists based on specific boxes checked for the

    one field. I understand that once I create these lists, I'll be able to

    create flows to move them to move through.

    - Add a field for the checkbox selection (determine if this will be an

    SFDC field as well) Already done

    - Build your landing page and form Already done

    - Create a skeleton lead scoring folder and programs for changing

    scores *Already

    done*

    - Create scoring for each selection type Already done

    - Create more scoring later in this same folder

    - Create a folder to handle how the lead will enter marketo and be added

    to smartlists/lists *I have the folder created, I just can't seem to

    create the right smart lists based on the actions I need. I'd like each

    option for this field selected to go to its own smart list. That's the

    struggle right now.*

    On Tue, May 15, 2018 at 2:31 PM Justin Laberge <marketingnation@marketo.com>

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 19, 2018

    What are you actually trying right now in your smart list and flow?

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 15, 2018

    As you build out in accordance with Justin's (great) suggestions, also consider whether these fields should indeed be Booleans (which may be the most obvious -- but not best -- datatype to present as a checkbox on forms).

    You can get a lot more out of Datetime or Date fields instead. You can still present checkboxes on the form side, but (using a bit of Forms JS customization or a Flow step) have the fields be SalesInterestAsOfDate, TrainingInterestAsOfDate, etc. and so directly reflect the lifecycle. (And of course, by being empty/non-empty they also represent true/false, so they're a superset of Booleans.)

    Much food for thought here, but definitely listen to Justin's suggestion and think about your whole buildout as opposed to just this one piece, which on its own is simple.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      May 20, 2018

      Hi Chasity,

      You probably want to look at Marketo university and get some training. The 2 systems (Hubspot and Marketo) are different enough to justify a minimum retraining.

      Start here: Official Marketo Training and Education - Marketo . Some of the free training will give you a head start.

      -Greg

      A
      Anonymous
      May 21, 2018

      Hi Greg,

      I appreciate the suggestion and yes, I am currently participating in Marketo training via the Learning Passport.

      Terms & ConditionsAccessibility statement

      Loading footer...