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A
Anonymous
January 20, 2016
Question

Global Forms

  • January 20, 2016
  • 1 reply
  • 3893 views

Hello,

I read Jeff Shearer's "15 Marketo Protips: Advice you can implement today" and in there he suggests having global forms. How do I build one? I basically need some sort of step-by-step guide, or if you can guide me towards an article, that'd be great.

He also mentions that we can completely tokenize our emails/landing pages. I'm having trouble including the token for the email/LP banners. Could you please show me how to do that too?

Thanks,

Lian

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
January 20, 2016

Hi Lian,

When we say "Global", we actually mean a Form or Page or Email that lives in Design Studio and is accessible to all assets. It's good to setup 5 major Forms that people can clone into Programs or reference always. A lot of marketers do not understand the Form details or hidden fields necessary to operate the system. This keeps the Form and data collection consistent.

As for Tokens, Jeff and Adam posted a 2014 and 2015 Token presentation on the Summit, so go look for those for help. Or docs.marketo.com.

If you use a Rich Text token, you could tokenize a banner. But you'd have to have the px size perfect.

A
Anonymous
January 20, 2016

Hi Josh Hill​ - when you say 5 major forms, is there some sort of list of the major forms that people use?

Dan_Stevens_
Dan_Stevens_
Level 10
January 20, 2016

Common ones that we use as central/global forms across multiple programs include:

  • Website contact-us form (embedded on our website)
  • Gated content form (embedded on our website)
  • Event registration forms - these are more difficult to centralize since we need event-specific disclaimers (per our gifts and entertainment policies) and unfortunately, tokens cannot be used to customize these disclaimers within a form)
  • Subscription form for specific content
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