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November 13, 2014
Question

Rich text in form with Visibility rules

  • November 13, 2014
  • 4 replies
  • 1685 views

I have added a Rich Text field in several of our forms. My goal was to add "Welcome back, {{FIRST NAME}}" for returning users and use progressive profiling and auto fill to shrink the form. 

When I insert the Rich Text into the form, I select "Visibility field" under "Behavior" and change enable it to only show if field "First Name" is not empty.

Unfortunately, it remains invisible even though I and other users are cookied. If I disable the Visibility Rule, then it works for everyone, including anon users who read "Welcome back,!"

What am I doing wrong? How can I acheive the result i'm looking for ?
Thanks, community!

(fyi i'm using Forms 2.0)

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4 replies

Justin_Cooperm2
Level 10
November 13, 2014
Thats because the visibility rules are related to the fields in the form itself, not the lead field in Marketo. In other words, the rule you setup means that there must be at least one character in the "First Name" field in the form for the rich-text element to appear.

Here's info on visibility rules in forms and what it is generally used for:
https://community.marketo.com/MarketoArticle?id=kA050000000LHX8CAO
Justin_Cooperm2
Level 10
November 13, 2014
Also see this, which is probably what you are intending to implement:
https://community.marketo.com/MarketoArticle?id=kA050000000LHAZCA4
November 13, 2014
Yup, that's it.

There isn't a way to include a form with a few questions though, is there?
I was hoping I could do something like this,

Welcom Back, Justin!

Select Series : ____________________
**Download**
Justin_Cooperm2
Level 10
November 13, 2014
Not sure how good your HTML/CSS/JS skills are, but you could write that yourself:

<p>Welcome back, {{lead.FirstName}}</p><p>Select series: </p>

<select id="series">
    <option value="-1">--</option>
    <option value="1">series 1</option> 
    <option value="2">series 2</option>
</select>

<button id="downloadButton" onclick="downloadClicked()">Download</button>

Then write some JavaScript on the page:

function downloadClicked() {
var seriesControl = document.getElementById("series");
var selection = seriesControl.options[seriesControl.selectedIndex].value;
switch (selection) {
case 1:
// Do Something
break;
case 2:
// Do Something
break;
default:
// Do Something
break;
}
}