Lead Forms with Marketo
This guide explains how to create and customize a Tourial form integrated with an existing Marketo form by importing fields (including hidden UTM parameters), styling the form and confirmation modal, ensuring field matching to avoid data issues, and testing lead submission to confirm successful data transfer into Marketo, with additional tips on using Tourial engagement data for advanced Marketo features.
For this, you will need to have a Marketo form created already to map your Tourial form leads into your account. It can be a custom form dedicated to Tourial (e.g., Tourial - Marketo Form) or one you're already using (e.g., Book a Demo).
- 1.
In the Tourial studio, select Forms, then Create a new form.
- 2.
At the top, add a form name.
- 3.
Below, there are several options to add or edit fields, and style your form. First, click Content to connect your Marketo form.
- 4.
You can add a headline and description text. Select Integration, then Import field.
- 5.
Choose Marketo for the integration and select a form, then Import Field.
- If you have hidden UTM fields in your form, you'll be able to map these as well. Those fields will be marked Hidden, and then you just need to select the corresponding UTM parameter.
- Note: Make sure the number of fields in your Tourial form matches the fields in your Marketo form, otherwise you'll potentially send empty data or the integration will fail.
- 6.
Style your form as you wish by using the remaining form settings.
- 7.
If you choose to show the confirmation modal, you can edit and style it under the Confirmation tab.
- 8.
Save your form.
Success! 🎉
Confirm the connection by sending a test lead through the form to make sure it goes through to your Marketo account!
What's next? Learn how to send Slack notifications from Marketo. This way, your team can get real-time alerts when someone engages with your tours or submits a form!
Also, take the Marketo Engagement Tour to see some of the ways you can use Tourial Engagement Data to create Smart Lists, Flows, and influence your lead scoring model.
Related
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.
Slack Notifications with Marketo
The guide details how to integrate Marketo with Slack by first creating a Slack app with incoming webhooks to obtain a webhook URL, then setting up a corresponding webhook in Marketo's admin section using that URL and configuring the payload template to send customized notifications, including options for using Marketo tokens and trigger tokens for Tourial engagement data.
Approving Marketo Custom Activities | Navless Product Documentation
The documentation explains that Marketo admins must approve two Tourial-specific custom activities—Tourial Content View and Tourial View—within the Marketo Admin Custom Activities section before they can be used, and after approval, users must re-enable Engagement Activities in the Tourial app’s Marketo settings to resume sending engagement data.
Form Fails | Navless Product Documentation
Navless' Tourial sends email alerts to admins only for three specific form submission failures—Blocked Email, CAPTCHA enabled on HubSpot forms, and missing required fields—when using the HubSpot integration, while Marketo and Pardot users do not receive such alerts, and issues with field mismatches between Tourial and HubSpot forms can cause submission failures with internal notifications handled differently across integrations.
Tour Engagement Data | Navless Product Documentation
After setting up the HubSpot Integration, Tourial engagement data—including detailed metrics like time spent, clicks, form interactions, and metadata such as Tourial name, URL, and visitor IDs—is sent via HubSpot cookies to populate contact record activity feeds, enabling users to create targeted lists, workflows, and reports based on visitor interactions with Tourials within HubSpot.
Lead Forms with HubSpot | Navless Product Documentation
The documentation explains how to integrate Tourial forms with HubSpot by creating or selecting a HubSpot form, importing and mapping fields (including hidden UTM parameters) into Tourial, styling the form, configuring confirmation modals, and testing lead submission to ensure data flows correctly, while also addressing FAQs about blocking free email providers and UTM parameter passing.