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A
Anonymous
June 1, 2016
Question

Register multiple Leads in the same Form

  • June 1, 2016
  • 5 replies
  • 5111 views

Hi there,

I have to set up a form for a Customer Summit in Norway - apparently they are used to sending the email with CTA to the Landing Page/Form to one person and allowing that person to also register up to 5 other people from the same Company at the same time.

Does anyone have any advice on this one?

I'm told that this is usual practice in Norway and there are no Data Protection issues with doing this.

So I guess the form would need a section where other people's email addresses can be entered.

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5 replies

Colin_Mann
Colin_Mann
Level 4
June 1, 2016

You could just go down the route of custom fields or create additional form fields i.e. Register More People and then it opens up the same basic form with the required fields. However, see some guidance about one potential approach at: How to Use Marketo Forms to Register Multiple Event Attendees​

SanfordWhiteman
SanfordWhiteman
Level 10
June 1, 2016

Wow, what a sloppy and resource-intensive solution for a simple problem.

The approach Pavel and Jim refer to is cleaner, faster, more manageable.  At least a year and a half ago I posted a demo of recursively posting the same form across a list of email addresses.

Colin_Mann
Colin_Mann
Level 4
June 1, 2016

This is a community of people at different levels and clearly I don't have your experience so I'd welcome an educational tone to any replies.

Jim_Thao7
Jim_Thao7
Level 8
June 1, 2016

There is currently no out of the box solution for this. 

However, from a custom solution perspective, you can use this: http://developers.marketo.com/blog/clearing-marketo-tracking-cookie-from-forms-2-0-submission/

pavel_plachky
pavel_plachky
Level 5
June 1, 2016

Hello Michael,

if you want to allow the additional registrant's details on the same page, you could create additional fields (Marketo or non-Marketo) and submit the additional records in the background using the technique detailed here http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/.

Best,

Pavel

A
Anonymous
June 2, 2016

I'm not entirely sure how that helps me - example: - I send an invite to Mike and he wants to register 3/5/15/82 other people and he is asked to enter their data in subsequent forms until he's finished.

So for me,with my level of Marketo knowledge, Colin's suggestion is the only one that I can even begin to implement...

Thanks Colin!

SanfordWhiteman
SanfordWhiteman
Level 10
June 2, 2016

I'm not entirely sure how that helps me - example: - I send an invite to Mike and he wants to register 3/5/15/82 other people and he is asked to enter their data in subsequent forms until he's finished.

Yeah, you can reload the entire LP and all its content every time.  I can't think of a UX that would drive me, personally, away faster than the realization that the entire page is going to need to redraw every time, so I can't even see the data I've already entered. On mobile there's no way I'm going through that. A button to Add Friends on the same page is going to keep my interest, in contrast.

But I'm certainly not saying reloading the LP doesn't conform to the letter of "registering multiple people," it's that it doesn't conform to the spirit of demand gen since I think your conversions will suffer strongly.

A
Anonymous
June 3, 2016

The 'Add friends' button sounds ideal - let's all hope Sanford can find his original post.

I'm struggling to get my Norwegian colleagues on board with Marketo because at the moment they can use our own software (Feedback Management tools) to create their Landing Page, multiple Registrations etc - so they're shouting 'why should we change!!!'

I don't need anyone to tell me the answer to that - all I need is to see how close to their status quo I can get with Marketo...with my limited abilities!

:-)

SanfordWhiteman
SanfordWhiteman
Level 10
June 3, 2016

MktoForms2 :: Iterative Referral Form​

Note because of the sensitive nature of this form, the demo does not allow you to submit to my instance. You should fork the code and use your own form and instance.

In the demo, I'm using a Rich Text area with a bunch of <INPUT type="email" name="referral"> to hold the referrals.  This could be done in a lot of different ways -- accordion, "Click to Add More," etc. -- but the underlying effect is the same, to create an array of referral emails that is then posted to Marketo one after another, creating/updating a Marketo lead for each.

The current code doesn't deal gracefully with a referral that has an invalid email address (it aborts if it finds one).  This could be dealt with with some additional logic.

A
Anonymous
June 7, 2016

Yeah ok - this is where my Marketo knowledge limit is reached I'm afraid - I don't really know what to do with this to be honest...

Cheers anyway!

Mike

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