How to Add UTM Parameters to "Known Visitor" form submission

Forum|Forum|4 years ago
March 30, 2021
1 reply
5569 views

Hello,

I am trying to use the "if Known Visitor show custom HTML" functionality of Marketo forms.

While in essence, this works great...I cannot seem to get UTM parameters to pass when submitted by a "Known Visitor". The fields are contained within the form and set to auto-fill from the URL parameter.

Also, the data passes over if a new visitor submits the form.

Any guidance would be greatly appreciated! Do I need additional logic to accomplish this task? Thanks!

Best answer by SanfordWhiteman

Yes, in Known Visitor (KV HTML) mode, you need JS as supplied here:

MktoForms2 :: KV HTML w/Auto-Fill and Cascade v1.1.2

Download FormsPlus::Util (teknkl-formsplus-1.0.5.js) linked in the HTML pane and upload it to your Design Studio — that is, don't serve it directly from the CodePen CDN, thanks.

Then add the JS in the JS pane.

Note this custom version of hidden field Auto-Fill has more features than the built-in Auto-Fill — it's worth using in all cases, not just in KV HTML. For example, the custom code seeks multiple areas ("channels") for matches, so you can use either the current query string or a cookie for the same field.

SanfordWhitemanAccepted solution

Level 10

Yes, in Known Visitor (KV HTML) mode, you need JS as supplied here:

MktoForms2 :: KV HTML w/Auto-Fill and Cascade v1.1.2

Download FormsPlus::Util (teknkl-formsplus-1.0.5.js) linked in the HTML pane and upload it to your Design Studio — that is, don't serve it directly from the CodePen CDN, thanks.

Then add the JS in the JS pane.

Note this custom version of hidden field Auto-Fill has more features than the built-in Auto-Fill — it's worth using in all cases, not just in KV HTML. For example, the custom code seeks multiple areas ("channels") for matches, so you can use either the current query string or a cookie for the same field.

Clinton_HutsonAuthor

Level 2

@sanfordwhiteman I have done this on the page here, but I am running into an error where the form is locked (i.e: won't submit).

Any ideas what the issue could be?

Also, attached below is the actual code used:

<span style="font-size: 16px;">Welcome back, {{lead.FirstName}} {{lead.LastName}}.</span><br /><br />{{form.Button:default=Request a Demo}}<br /><br /><span style="font-size: 16px;">{{form.NotYou:default=Not you?}}</span>
<script>// <![CDATA[
MktoForms2.whenReady(function(form) {

var fieldFillRules = [

{
name : "UTM_Source_Most_Recent__c",
channel: "referrerQuery",
selector: "utm_source"
},
{
name : "Most_Recent_UTM_Medium__c",
channel: "referrerQuery",
selector: "utm_medium"
},
{
name : "UTM_Campaign_Most_Recent__c",
channel: "referrerQuery",
selector: "utm_campaign"
},
{
name : "UTM_Term_Most_Recent__c",
channel: "referrerQuery",
selector: "utm_term"
},
{
name : "uTMContentMostRecent",
channel: "referrerQuery",
selector: "utm_content"
},
{
name : "marketingAsset",
channel: "referrerQuery",
selector: "ppc_asset"
},
{
name : "Most_Recent_Source_Detail__c",
channel: "referrerQuery",
selector: "ssd"
},
{
name : "Most_Recent_Source_Detail__c",
channel: "referrerQuery",
selector: "person_notes"
},
{
name : "Most_Recent_Source__c",
channel: "constant",
selector: "Demo"
},
{
name : "demoProductSelection",
channel: "constant",
selector: "Meeting Solutions"
},
];

/* --- NO NEED TO EDIT BELOW THIS LINE! --- */

var liveChannels = {
cookie : FormsPlus.util.Cookies.get(),
query : FormsPlus.util.URI.URI().search(true),
referrerQuery : FormsPlus.util.URI.URI(document.referrer).search(true),
localStorage : localStorage,
sessionStorage : sessionStorage
};

var mktoFields = fieldFillRules
.reduce(function(acc, fieldDescriptor) {
if( !acc[fieldDescriptor.name] ){
acc[fieldDescriptor.name] = fieldDescriptor.channel == "constant"
? fieldDescriptor.selector
: liveChannels[fieldDescriptor.channel][fieldDescriptor.selector];
}

return acc;
}, {});

form.addHiddenFields(mktoFields);
});
// ]]></script>

SanfordWhiteman

Level 10

you don't want to put the code inside the KV HTML box itself; include it as a separate script
the code depends on FormsPlus::Util, which also must be loaded as an external script (upload it to your Design Studio)

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