Marketo Form Container Used in AEM
Marketo Form Container is the component used for inline forms.
Refer to inline versions of the Marketo forms to see the following:
- their use cases
- their form IDs
- their fields
- their translations, for international contact forms only
Smart Button in AEM
Smart Button is the component that allows the form overlay to display from web pages, typically found in the Top Banner of some pages and in the Bottom Banner of products, solutions, and industries pages.
A unique Marketo form ID should be used only once per page.
There is a known front-end issue that occurs when 2 Smart Buttons with the same Marketo form ID are used on a single page. The error manifests by duplicating the form in the pop-up, which looks bad and creates a bad user experience.
If you need to use more than one Marketo contact form per page, then use a pop-up form in the top banner and then link to the local Contact page in the bottom banner.
Tag Management in AEM
Tags in General
The Tag Name in AEM must match the Tag Name in Marketo identically; work with Marketing Ops to keep this info in sync.
Learn more about how page tags are defined and which tags are required for each page type.
Refer to Tag Management for more info.
Product Name Tags
Every product page must have a unique Product Name tag associated to it. It is okay if the same Product Name tag is used for more than one product if they are of the same brand or if they are from the same vendor. This happens commonly on the DX products pages.
The reason a unique Product Name is created is so that it can be used in the form pre-population of a pop-up form on the product page.
Please note the following for Product Name tags:
- Recommended Product Name Tag Title character limits: 55-60
- Anything longer than this limit will be truncated with ...
- Wrike gap: When a new Product Name tag is needed, there should be a Wrike task generated for both the Web Team and the Marketing Ops team to create this tag within their respective AEM and Marketo systems; this should be built into the Wrike workflow for a new product page
There are two ways to validate if a Product Name tag has been applied to an aveva.com web page:
- Go to the web page in a web browser, right-click to View Source, look for the Product Name tag in "tagname" or "tagfullid"
- In the AEM Tags interface, find the Product Name tag, then view the references for that tag to see if the applicable page has been tagged
To confirm if a Product Name tag has been set up within Marketo:
- Go to the Marketo Form Container inventory page (the product list should be identical in all languages)
- Select Enquiry Type = Products
- Look in the Product dropdown to find the Product Name
Form Lead Routing from AEM to Marketo
Conditions that need to be in place for end-to-end lead routing:
- Name in form dropdown fields need to match between AEM and Marketo
- Each page with a Marketo form linked from it needs to have a contact email address associated to it for lead routing to the correct location