Formulayt forms can send submissions to Marketo forms via the Marketo Forms API 2.0 to capture user data within your Marketo instance. In addition, Formulayt can utilise the Marketo REST API to retrieve contact information for form pre-population.
Integration requirements
Form submission capture
A Marketo form must be created to capture the data from Formulayt form submissions. Normally only a single Marketo form will be required that should contain all possible fields from all Formulayt form types, including hidden fields. If you intend to use multiple Marketo forms to capture data, you will need to use the Submission URL Override feature on the form type editor within Formulayt to control which form type submits to which Marketo form. Note that Formulayt can only submit to one Marketo form at a time. You can use reposts within Marketo to re-submit to other Marketo forms if necessary.
Please ensure that validation is disabled on all fields on the Marketo form. Validation rules can cause form submissions to fail for users.
In addition, ensure that all your Formulayt field names match the HTML name (SOAP API name) of the receiving fields on your Marketo forms.
Once you have created your form add the following in Formulayt Apps area:
- Marketo account ID
- Form submission URL
Overriding the Marketo form ID for some gates
Because form submissions to Marketo utilise the Marketo JS Forms API, you can't submit to a different Marketo form on a gate-by-gate basis using the "Override submission URL" option in the form type editor (although this option can still be used to divert submissions to a different, non-Marketo platform). Instead, you need to create a new hidden field called "marketoFormIDOverride". If this field exists on a gate and contains a value, it is assumed to be a Marketo form ID and the submission will be sent to this form instead of the account default. You can then use rules or pre-population settings to set a value in this hidden field where needed.
Anti-spam measures
Marketo offers spam protection, powered by Google reCAPTCHA, that can reduce the amount of spam that you receive on your forms. Marketo's antispam is compatible with Formulayt, but must be configured carefully to avoid losing form submissions. If you want to use this feature, please review and then follow all of the below steps carefully:
- NOTE: Using Marketo anti-spam with your Formulayt forms means that you cannot mix both Formulayt forms and Marketo forms on the same web page, since both of these tools will try to initialise the Google reCAPTCHA script on your page.
- These steps assume you have already completed the basic integration of Marketo into your Formulayt account and form submissions are flowing from your Formulayt forms into Marketo.
- Please read all of the below steps before you begin, as incorrect configuration can result in lost form submissions. Do not activate reCAPTCHA on the Marketo form (step 6) that receives your Formulayt form submissions until you have completed all of the preceding steps.
- Follow the steps on this Marketo documentation page carefully to register and generate your Google reCAPTCHA keys and add these to Marketo (note: follow only the steps on this page, do not proceed to activate reCAPTCHA on individual Marketo forms until step 6):
- Within your Formulayt account, complete the following steps:
- Create a new hidden field called "captchaToken". Save this field and publish your changes within Formulayt
- Navigate to the Apps section. Find and activate the Google reCAPTCHA App. Enter the same two reCAPTCHA keys that you added to your Marketo account. Select the "captchaToken" field that you created in the step above as the "Token field".
- Clear your account cache within Formulayt.
- Follow the steps on this Marketo documentation page to enable reCAPTCHA on the specific Marketo form that receives your Formulayt form submissions:
- Test your Formulayt forms to make sure that there are no errors, and submissions are received as expected within Marketo.
- If you discover any problems, disable reCAPTCHA on your Marketo forms to restore previous functionality; then re-check that you have completed all of the above steps correctly, and contact support if you continue to experience issues.
Pre-population data
Note that within Marketo, the REST API field names are used for pre-population.
You should create an API account specifically for Formulayt, following the official Marketo instructions (http://developers.marketo.com/rest-api/) with read access to the following endpoints:
- API - Lead (Read Only)
In order to activate the integration, Formulayt requires the following information:
- The Munchkin ID for the Marketo account to be integrated with, normally an 11 character string
- The Marketo form ID(s) for the form(s) that will be used to capture submissions
- The app URL for your Marketo instance
- For the API account please provide:
- Client ID
- Client secret
- REST endpoint URL
- REST identity URL
Once fully integrated, you will be able to select Marketo fields to pre-populate Formulayt fields with from the field editor.
Email token pre-population
Because pre-population based on Marketo email tokens only works on Marketo landing pages, in order to use email-based pre-population, you will first need to create a landing page within your Marketo instance that contains a Marketo form with all fields that you want to pre-populate from. This page must be on the same primary domain as the one you will be using Formulayt gates on.
Ensure that this page also contains your Formulayt installation script and this custom script:
https://app.gatedcontent.com/assets/js/marketo_lp.min.js
Once created, add the URL of the landing page in Formulayt Apps area.
Please note that for pre-population to work, you must include the Marketo tracking script on any webpage where Formulayt gates are located.