Marketo Navigate & Query Form pill

Marketo Navigate & Query Form pill Product Documentation

For use on complex forms that use a high amount of conditional logic. If many fields change their visibility based on other inputs, it can take our scraper a long time to process through those millions of permutations. For these complex forms, we’ve created a new pill that will query the Marketo Forms API to construct the scenario. This requires a Marketo Connection to be able to use the pill.

Step 1: Create a Scenario from Scratch

Step 2: Start in “A Browser”

Step 3: Pull on the Pill - Navigate and Query Marketo Form Fields

Step 4: If Conditional Form logic exists, a suggestion will appear to add the additional fields to the scenario. 

Step 5: In this example, you can select a relevant country, and choose Conditional Form Logic. And depending on the new fields that are based on the country selected, the scenario will be updated with the relevant fields.

Step 6: Create and Run your scenario to initiate the test.

Using a Navigate & Query Form fields step with a Spreadsheet or Back-end API (like Salesforce)

Step 7: Determine which field values you want to force a value into from the Template.

Step 8: Delete all the fields that your Navigate & Query Form created that you don’t want required in the Spreadsheet. (In this example, we only want to input a URL & require a Country to be configurable).

Step 9: Now select “Create as Template” and lock down the required fields so the fewest number of inputs are required.

Step 10: Don’t forget to toggle the “Accessible Via API” Checkbox

Step 11: In your Google Spreadsheet, you will now be able to input the URL and Country to automatically toggle the Conditional Logic based on Country.