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Prakash_Mohanda
Prakash_Mohanda
Level 2
November 16, 2018
Question

Marketo form with save and return option

  • November 16, 2018
  • 1 reply
  • 3529 views

I am looking to Create an open ended version of a  Marketo form on a Marketo landing page.

Customers may not be able to complete it in a single go so we need them to be able to save as they go and come back to it later so Need to design a solution that will allow us to save or submit (using prefill, progressive profiling and conditional fields).

Is there any existing examples of how to do this ??

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
November 16, 2018

Are you trying to let them save the in-progress fields in that browser session? In other words, not soft-save to the server, but to the client.

Prakash_Mohanda
Prakash_MohandaAuthor
Level 2
November 16, 2018

Not necessarily in that browser session but they could come back enter their email and or some other information and the form would show up pre-filled. This is for the case that they close out of the process and come back later to fill the rest of their info.

SanfordWhiteman
SanfordWhiteman
Level 10
November 16, 2018

If this needs to work beyond the current browser session, then you'd need to:

[1] post a hidden Marketo form whenever the visible form data changes (this is not really a "soft-save" or hibernation, it's just a partial save to Marketo in the background)

and

[2] create a lead lookup form in which they can enter their email address, even in a currently anonymous session, and have their stored lead data loaded

This is most certainly a job for a Marketo-fluent JS developer. Note it does not (must not) use the REST API in any way, only the browser-side JS API.  But you've got to know how it all works. Not for the faint of experience.

Or you could build similar logic using a 3rd-party web service to hang onto the partial data before it's committed fully to Marketo. In this case it would be more of a soft-save. But again requires considerable client-side skills.

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