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Michelle_Wolle2
Michelle_Wolle2
Level 2
October 10, 2019
Solved

Trade-In Form

  • October 10, 2019
  • 2 replies
  • 4534 views

Trade In Form

I need to create a form to take input for a trade-in offer.  The submitter would need to input their contact details along with some fields that refer to the item being traded in (brand, model, S/N) and item (drop down) they wish to purchase.  They can submit this form multiple times if they have a number of items to trade in.

The contact detail fields are already in the system but no the trade in product details. Can someone help with a quick, simple way of building this.

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Best answer by SanfordWhiteman

It's not really difficult, of course with the assistance of JS, to have an "Add More" button on a Marketo form that adds additional fields (in this case a set of 3 fields for each trade-in).

Then all the dynamically added fields can be posted to the same single Textarea field in Marketo.

In a Smart Campaign, you can in turn use Change Data Value to append the Textarea field, let's call it LatestTradeIns, to a history field AllTradeIns containing data from earlier form posts as well.

2 replies

Carrie_Chandle1
Carrie_Chandle1
Level 5
October 10, 2019

Do you anticipate a user trading in multiple items all at once, or would they come back in the future and trade in additional items?

If they're trading in their items all at once, your first question on the form could be to ask how many items they're trading in. This would then drive how many groupings of brand+model+S/N you show on the form. Or, to keep it very simple, you could show 2-3 groupings of brand+model+S/N and only the first one is required.

If you ask # of items...

if they select 2.....

Michelle_Wolle2
Michelle_Wolle2Author
Level 2
October 10, 2019

Hi Carrie, thanks for the input.

That's my problem - there is no limit to how many they can trade in.

One option is to only let them add one trade in per submission but then append the Brand, Model and S/N fields to a text field and then NULL out the fields from the form.

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
October 10, 2019

It's not really difficult, of course with the assistance of JS, to have an "Add More" button on a Marketo form that adds additional fields (in this case a set of 3 fields for each trade-in).

Then all the dynamically added fields can be posted to the same single Textarea field in Marketo.

In a Smart Campaign, you can in turn use Change Data Value to append the Textarea field, let's call it LatestTradeIns, to a history field AllTradeIns containing data from earlier form posts as well.

Michelle_Wolle2
Michelle_Wolle2Author
Level 2
October 11, 2019

Thanks for the feedback.  I'll work on an append to a text field. I don't have JS skills or enough time to learn for some of the more complex suggestions. We don't have SFDC, we use Dynamics for our CRM but this field won't be synced so that won't be an issue or option.

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