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A
Anonymous
August 1, 2017
Question

Known leads and progressive profiling

  • August 1, 2017
  • 2 replies
  • 4220 views

Hi all,

I am wanting to create a form that will only appear if the visitor is an unknown lead.

In Forms 2.0 I can set up to show Custom HTML if the user is known, which works well?

But I also want any known user to also answer one of our Progressive Profiling questions.

Is this possible using the "Known Leads" option?

How does Marketo actually define "known"?
Is it the Tracking ID with First Name , Last Name, email address or just email?

I don't want users to be faced with a large form every time even though we can pre-fill the fields.

I want a more elegant solution that will only show form fields for missing data hence progressive profiling.

Am I better creating a custom form using Javascript to test for form fields that are empty?

Any thoughts

Tim

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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
August 1, 2017

"Known" doesn't even require an email address on the lead! It simply means the web session is associated with a lead in your Marketo database. As opposed anonymous/not connected with your database.


The language around "known leads" could really use some adjusting. You can have a lead in your database whose corresponding real-life person has 10 anonymous sessions and 2 associated sessions..  So there's indeed a lead you know behind the keyboard in all 12 cases, but the session may not know them yet.

ProgPro and Known Lead HTML are, to some degree, alternative approaches to the same problem. If you're using ProgPro, the form will not switch into KL HTML mode -- which makes sense.  And your requirement of a form that only shows while a session is anonymous is in direct conflict with the concept of ProgPro. By definition, a ProgPro-enabled form will reappear across an associated session.

A
Anonymous
August 1, 2017

Thanks for the clarity Sanford.

So in theory "Known" could be useless for a re marketing perspective.
I think we will re think our strategy and go down a custom form and an improved UX design

SanfordWhiteman
SanfordWhiteman
Level 10
August 1, 2017

I wouldn't say Known is useless for remarketing, no... why would you put it that way?

Any web form is ultimately going to be subject to exactly the same restrictions... there isn't any magic way of knowing a lead if they haven't done anything knowable.

A
Anonymous
August 1, 2017

I thought you meant anonymous leads, hence no email?

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