What's best practice for pre-filling out a form when it's not built on top of a Marketo landing page.
Forms 2.0 doesn't seem to support reading from the cookie, and the Rest API requires you to already have their Marketo ID..
I'm thinking the only way to do this would be to pass the users values through an email, but that doesn't seem like an ideal solution.
If you don't want to use the REST API for some reason, you can embed a hidden iframe with a Marketo landing page and Marketo form that has the same fields enabled to prefill. Then you can use JS to get these values and post them into the parent frame's Marketo form.
1) You can use this one :http://developers.marketo.com/documentation/rest/get-multiple-leads-by-filter-type/ to get the ID of the customer by using filterType=cookie
2) Now that you have the ID, you can use this guide: http://developers.marketo.com/blog/external-page-prefill/
Related
I'm pretty new to GA, so forgive me if this seems obvious. Also, I am not the GA admin, that is someone else.
I have written a user registration form in a WP plugin that registers users via an API to our CRM - these are not WP users being registered.
Our marketing department have asked me to also submit a GA custom dimension with the form so it can be cross-referenced in our CRM.
Looking over the GA API, I can't seem to find a way to simply 'get' the current value of the requested custom dimension, only 'create', 'set' and 'send'.
Any advice on this would be helpful - and don't be afraid to "dumb it down", or point to a section on the GA support forums!
You can't easily get the value from GA and send it to your CRM.
I think for your use case you need to look at it the other way around.
You want to get the submission ID from the CRM on the "thank you" page and "send" it to GA in a custom dimension.
This is more of a simple yes or no question with the hope that someone could point me in the right direction.
My company has Google Calendar and Google Forms. What we want to do is create a Registration Form using Google Forms, once the Registration Form is created then it will automatically create an event within our Google Calendar with the Registration Form Link.
We do not want to use the responses to create an event, we want to use the form to create the event. The responses are set up within the form to be emailed to the a specific person where they can tally and confirm all the registries.
Our company also has a wordpress site, so maybe there is a plugin for wordpress that creates the form and automatically creates an event on our Google Calendar.
Is this possible?
From the Google Form editor you could create a bounded script project and add to it an script that creates a Google Calendar event, so yes, it's possible.
I've created a custom email notification for a Gravity Forms form but I was wondering if it is possible to use the same custom format that I have created to display the entry details from within Wordpress?
I have searched in SO and Google but no one seems to have the answer - they are mostly about how to show the entry data on the front-end.
I could just go to the entry_details.php file and modify it but I was wondering if there is a proper way of doing it.
Anyone have any ideas?
I got in contact with Gravity Forms and they have advised me the following:
"I'm afraid the layout of the entry detail page is not customizable. The recommendation would be that you create your own custom page outside of Gravity Forms, and use the GFAPI to get the entries for display."
For now it looks like we can create an external page and format how we like but not the actual Entry Details page in the CMS.
I'm wondering if it's possible to use a saleforce form for registering users on wordpress so that when a user registers on the frontend their details are sent to saleforce CRM?
The answer would vary depending on what form tool, if any, you're using, but lately I've been using Gravity Forms and have had great success with connecting to Salesforce via a custom Gravity forms redirect confirmation.
Once you have a form built in Gravity Forms, go to Form Settings > Confirmations. Edit the default Confirmation and change to Type "Redirect". You'll want to post the form to Salesforce's Web-To-Lead API, so enter https://www.salesforce.com/servlet/servlet.WebToLead in the Redirect URL field.
You'll then pass the fields you need via a query string, so check the 'Pass Field Data Via Query String' box, then configure the query string with Salesforce field names and Gravity forms merge tags. There are a couple required parameters including the encoding, your Salesforce Company ID, and a return URL to redirect back to after the form is submitted.
Leave off the ? to begin the query string, so it looks like
encoding=UTF-8&oid=0123456789&retURL=http://example.com
then add fields such as first name, last name, company, country, etc. by adding a parameter for each and selecting the appropriate Gravity Form merge tag from the menu on the right. It will end up looking something like
&first_name={First Name:1}&last_name={Last Name:2}&company={Company:3}
You can also send data to custom fields in Salesforce if you find the field ID. The easiest way to do this is by creating a Web-to-lead form in Salesforce and copying the field's name.
All together, your confirmation should look something like this -
For bonus points, you could add a hidden field to the form for the Return URL and populate it dynamically on the page, either by pulling the current page URL, or adding a custom field to choose a Return URL dynamically.
If you're not using Gravity Forms, you can still use Salesforce's Web-To-Lead tool by creating your own form, or using theirs, and sending the data in a query string.
There are various plugins that allow you to send data to Salesforce from a form, such as WordPress-to-lead for Salesforce CRM.
It is also possible to use the Salesforce API to build a single signon, and register users to or from either service. I built one for SugarCRM, which you can view the code for it at Github to get an idea of how it might work with Salesforce.
it's possibe to add a field for example "phone field" in the interface for create a new Leads of marketo ?
Unfortunately there is no way to customize this Lead Creation widget.
What I'd suggest is to create a Marketo form and embed it on some internal page you have.
In this form you can include all the fields you want the marketers to fill out when they manually creating new leads - phone number for example.
TIP: Make sure you have some javascript installed on this page which removes the mkto cookie from the marketer's browser - otherwise, all his/her web activity will be associated with the newly created lead.