Notes:
This feature is available as a Professional Service if you have purchased the personalization module.
To use this solution, send the Marketo Munchkin ID to professional-services@turtl.co and our Professional Services team will add an extension to your account. Please ensure this extension is turned on in your Doc settings.
1. Introduction
Among other methods, Turtl Docs can be personalized using a reader form, which readers fill in. Their input data is stored in Turtl’s database and used to personalize their Doc.
This document describes how that data can be pushed into a third-party CRM, Marketo, using blind form submissions. It does so by syncing tokens within the Turtl Doc with form fields from a Marketo form. It does that automatically when the names of tokens and form fields are an exact match.
Requirements:
Turtl Doc with a reader form personalization and the "Sync personalization data with Marketo" extension turned on (found under "Settings" → "Extensions").
Tokens in a Turtl form must exactly match the names of the Marketo form fields, including capitalization. For example, "firstname" and "FirstName" are considered different and should not be used interchangeably.
The personalization form needs to have an invisible, pre-filled token called "MarketoFormId" with the Marketo form ID you wish to sync the data with.
2. Setting up a Marketo form
Create a Marketo form like you normally would with form fields you wish to capture from Turtl’s reader form. Your Marketo form should contain the same form fields, or fewer fields compared to the form on a Turtl Doc.
2.1. Form configuration
There are a few things to note when creating a Marketo form.
First, in the form settings, for the "If Known Visitor, Show:" item, select "Form".
Secondly, for each form field, make sure you know the technical name (API name) (note that this is different from the form field label).
For example, the name of the "First name" field is called "FirstName" (letter case is important here). This can be found by inspecting the form’s HTML structure like the image demonstrates below:
Alternatively, it can be found under "API Name" when you go to "Admin" → "Database Management" → "Field Management" and search for a field you are looking for. You may need certain permissions in Marketo to view this.
If you wish to receive Turtl’s Personalization Doc URL for each submission, create a custom field with an API name “turtlPersonalizationURL” and add it to your form.
Lastly, you need to remember Marketo’s form ID as you will need it in step 3. In the next chapter, you will learn where to find it.
2.2. Find a Marketo form ID
A form ID can be found in Marketo’s Design Studio and is listed on each form page as an "Asset ID" as shown below.
3. Setting up a public personalized form
Design your personalization form like you normally would, but keep in mind that tokens need to be named exactly as Marketo form fields you wish that data to flow to. Please follow the steps in 2. 1. to find the names of the form fields.
In addition to that, please add a new field to the form and name a token "MarketoFormId". Enter the Marketo form ID you found in the Find a Marketo form ID chapter into the "Prefill value" field.
Mark that form field as invisible under the "Advanced" settings. This would ensure that the visitors of your Doc don’t see it, but its value is passed on to the extension that syncs the data with that Marketo form.
4. That’s it!
Once your forms are set up, you can test the functionality by filling out a public personalization form in a Turtl Doc. This should generate your personalized Doc and automatically send the submitted data to Marketo.