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YanHandarov1
Level 2
March 2, 2020
Solved

Progressive profiling issues

  • March 2, 2020
  • 3 replies
  • 7051 views

Hi guys, having some issues with progressive profiling.

 

Please see my form setup attached below. The idea is to get two iterations:

First view
Email 

First Name

Last Name

Phone

Notice
Email opt in

Phone opt in

SMS opt in

Mail opt in

Second view
Email

Job Title

Company
Country

 

However, the issue I am coming across is that once the form is filled in, it automatically pre-fills on the second view and never asks for the extra fields. I have disabled pre-fill on all fields, yet, no difference. Any ideas?

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Best answer by SanfordWhiteman

You can't have Known Visitor HTML ("If Known Visitor, Show Custom HTML" in Form Settings) enabled and also have Progressive Profiling.

 

The 2 are mutually exclusive, because KV HTML means "If the Munchkin session is associated, hide [the entire] form" while ProgPro means "If the Munchkin session is associated, see which fields have/haven't been filled in and show the empty ones."

 

So it's not that your form "automatically prefills" (KV HTML doesn't rely on Pre-Fill, nor does ProgPro).  It's that it sees your session is already associated at all with a known record in your db, and thus hides the form.

 

 

3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
March 2, 2020
Pls link to a page with your form so I don't have to recreate it?
Y
YanHandarov1Author
Level 2
March 9, 2020

Done, please see in my other reply 

Oz_Platero
Oz_Platero
Level 6
March 2, 2020

Hello @yanhandarov1 ,

  1. Ensure Pre-fill is enabled for field ->  Email.
  2. Approve form -> Approved Marketo landing page.
  3. Send yourself a Marketo link to page. Make sure link is tracked (to be transparent you will need a mkt_tok  in the link).
  4. Fill out form
  5. Go back to original email and click the link to the Landing page again. It should prefill email and give you other fields.
  6. Pre-fill needs a few components to work. The newest change is arriving to the web page view a link (April 2019).
  7. https://nation.marketo.com/t5/Knowledgebase/Form-Pre-Fill-Feature-Upgrade/ta-p/251652

 

I think you are missing step 5 to get it to work as intended. 

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    March 2, 2020

    ProgPro works without Pre-Fill, though.

    Oz_Platero
    Oz_Platero
    Level 6
    March 6, 2020

    Define "works". 🤣

     

    https://docs.marketo.com/display/public/DOCS/Configure+Form+Progressive+Profiling

    Note

    For this feature to work properly, make sure Form Pre-Fill is enabled for visible fields, and disabled for hidden fields.

     

     

    Admittedly, I had to refresh my memory on it when I posted and noticed the note at the top.  Can it work consistently and reliably without pre-fill contrary to their documentation?

     

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    Level 10
    March 3, 2020

    You can't have Known Visitor HTML ("If Known Visitor, Show Custom HTML" in Form Settings) enabled and also have Progressive Profiling.

     

    The 2 are mutually exclusive, because KV HTML means "If the Munchkin session is associated, hide [the entire] form" while ProgPro means "If the Munchkin session is associated, see which fields have/haven't been filled in and show the empty ones."

     

    So it's not that your form "automatically prefills" (KV HTML doesn't rely on Pre-Fill, nor does ProgPro).  It's that it sees your session is already associated at all with a known record in your db, and thus hides the form.

     

     

      Y
      YanHandarov1Author
      Level 2
      March 4, 2020

      Hi @SanfordWhiteman , you were correct of course. The If Known Visitor, Show Custom HTML was indeed selected.

      I changed it and the form does appear now. However, it still doesn't ask for the extra fields the second time around. Could it be because all fields are set as mandatory (hope not and Marketo is smarter than that)? Here is a page with the form - content.comms.euromoneyplc.com/WC-EGO-Asia-InterestRegistrations-YH_LP1-RegisterInterest-YH.html 
      (do excuse the design, a work in progress)

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      March 9, 2020

      Are fields like doNotSMS, doNotMail, etc. Boolean fields in Marketo? B/c you're not passing Boolean-convertible values.

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