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Rachel_Breden
Rachel_Breden
Level 2
June 28, 2016
Question

Using other forms in Marketo

  • June 28, 2016
  • 2 replies
  • 2893 views

I am working with my institution's webmaster to set up our site so that people who fill out forms hosted on our server (not Marketo forms) feed into Marketo. We did this successfully (i.e., if someone fills out a form a lead is created in Marketo), but we can't figure out the next step. I'd like to be able to set up a trigger campaign in Marketo for when someone fills out a particular one of these forms, but I don't know how to get our forms to register as a form within Marketo. When I try to set up the trigger and do "Fills out form is..." I don't have the option to select the form hosted on our organization's server. I suspect this is because Marketo does not really recognize it as a form. Any suggestions?

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2 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
June 28, 2016

It's likely to appear as a "Lead is Created" instead of a form fillout. You will need to use the lead is created trigger, with specific constraints using fields that you have in your form.

Rachel_Breden
Rachel_BredenAuthor
Level 2
June 28, 2016

But what if we already have the lead in our system?

SanfordWhiteman
SanfordWhiteman
Level 10
June 28, 2016

But what if we already have the lead in our system?

That is one of the major problems with using a non-Forms 2.0 integration.

SanfordWhiteman
SanfordWhiteman
Level 10
June 28, 2016

I don't know what kind of integration they're using, but the preferred method is to Make a Marketo Form Submission in the background​. It's faster than any other integration, you don't have to maintain any server-side code, you have no practical rate limits or daily usage limits, it will associate Munchkin cookies (critical for analytics!), and you will get a proper Filled Out Form activity.

Any other method pales in comparison.

Rachel_Breden
Rachel_BredenAuthor
Level 2
June 28, 2016

This may work. I will send this to our webmaster (she gets to handle the technical stuff!). Thank you, Sanford!

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