Progressive Profiling Form in Lightbox on non-Marketo Landing Page

Question

We are in the planning stage of a progressive profiling campaign in order to collect data on our active users. The goal is to build a progressive profiling form that displays in a lightbox whenever a user lands on our login page. We want the form to appear no more than once per week with 3 to 5 questions each time.

The Questions:

1) During each visit to the login page the lightbox will appear with 3 to 5 questions. After the users answers those question, the lightbox needs to disappear. What is the best way to accomplish that?

2) If a user has completed all 30 questions, then we don't want the lightbox and form to appear at all on the login page for that specific user. Do we use a webhook, API, or something in order to stop the lightbox from popping up once all question fields have been populated?

Thanks in Advance!

SanfordWhiteman · Answer

You can use Marketo's built-in Progressive Profiling to do this: you're basically describing its design. I'd suggest you start working with this feature ASAP. When the 30th question has been answered, you'll be able see that field's value in the `vals` object that gets passed to the form's onSuccess function. At that point you can set a cookie in that browser to not draw the form again. To cover all browsers that user might use, you'd have to do something more complex. I'd probably recommend always rendering the form hidden by default and then show it in the lightbox if you see remaining blanks.

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