Marketo Integration Setup

These are the basic steps that will be covered to set up BriteForms with Marketo Landing Pages.

 

1. ADD TRUSTED DOMAINS

In order for BriteForms to work, you need to specify which domains are authorized to run BriteVerify scripts.  This is done at the account level, so that you only have to authorize a domain once and it will work for all your Marketo landing pages. Since Marketo allows for a customized URL based on your domain name, this means that all the landing pages will work seamlessly once this step is completed.

We currently do not allow generic Marketo domains (for example: http://na-sj02.marketo.com/lp/mktodemoaccount126/SignupPage.html)

 

 

2. create your BriteForm.

  1. Click on the "Forms" tab.
  2. Click "New Form."
  3. Enter a name for the new form.
  4. Click "Create Form."

 

3. INSTALL CLIENT-SIDE JAVASCRIPT

1.     You should now be viewing the Form Settings for your new form.

Paste the JavaScript code snippet generated for you from the form settings into your landing page just before the close of the </body> tag. Please click on Design Studio’s landing pages to edit the draft. Click on Insert elements and simply paste the snippet provided in the Custom HTML Editor. This snippet includes your public BriteForm key, which does not need to be hidden.

Inserting your HTML Element to your Marketo Form 

Inserting your HTML Element to your Marketo Form 

Paste the code copied earlier here

Paste the code copied earlier here

 

This will work on the form on the page provided that the form contains an <input>field with a type equal to email.

Once saved, view the approved page to test email field to simulate BriteForm response.

 

4. TESTING YOUR FORM

This will allow you to develop and test BriteForms without having to authorize any domains or worry about triggering BriteVerify's fraud tools and security countermeasures. While in test mode you will need to use certain emails to simulate certain events. Submissions and Verifications will still be tracked but they will all be marked as test transactions and only appear in reporting when the form is in test mode.

Important note: By default your BriteForm is set to test mode. You will ONLY be able to test the following addresses:

For the "suspected fraudulent" test transactions using fraud@briteforms.com, the PIN you can type in to 'pass' the confirmation dialog will always be 5555.

 

5. TURN FORM LIVE

When you are ready to promote your form to production click on your form and move the slider from "Test" to "Live."

Click the slider button to move from Test to Live mode

Click the slider button to move from Test to Live mode

The test email addresses from Test Mode will no longer validate as before (they are for test mode only). Confirmation Dialogs and associated confirmation emails will only be prompted by transactions that BriteVerify deems 'suspicious.' Otherwise, valid emails will be permitted through the form, and invalid emails will be blocked from submitting the form.

Note: the contents of BriteForms confirmation emails are fixed and cannot be customized at this time.

 


CUSTOM INTEGRATION

We allow you to add new functionality and customize nearly every aspect of the BriteForms experience via our API. Please review this document for more details on options: http://docs.briteverify.com/formsetup#customapi