Global forms for increased Adobe Marketo Engage efficiency.
When it comes to Adobe Marketo Engage forms, we always recommend using a global forms approach.
While there is technically nothing wrong with using local forms, creating a small number of global forms dedicated for each use case is the more efficient, best practice approach.
So how do the two approaches differ?
For example purposes, let’s compare two companies using Adobe Marketo Engage. Company A uses a Global forms approach, while Company B uses a Local forms approach.
Company A - Global Forms
- Uses one form for all webinar registrations
- Uses one form for all contact requests
- Uses one form for all demo requests
- Uses one form for all gated content downloads
Company B - Local Forms
- Creates a new form for each webinar.
- Creates a new form for each contact request.
- Creates a new form for each demo request.
- Creates a new form for each gated content download.
Company A would see the following benefits as a result of using global forms:
Reduced Likelihood of Errors and Non-Compliance
Fewer forms mean fewer chances for discrepancies or mistakes in settings and data fields. Global forms ensure uniformity, reducing the risk of data errors. Additionally, with fewer forms, it’s easier to ensure compliance with laws like GDPR.
Reduced time making changes to forms
If you need to optimize your form or update the data you capture, you only need to update a minimal number of forms, making changes quick and efficient. A perfect example of this is if you need to make changes to visibility rules on your forms. Instead of updating 15, 20, or more forms, you would only need to update a handful instead.
More consistent data capture
A good example of this, is that you may have hidden Marketo form fields that you use for attribution purposes. Using global forms means that it’s easier to ensure that these hidden fields are present on every one of your forms.
There are certainly use cases for local forms. However, we recommend that these are only used if your use case is one off, and the form requires a unique field setup.
Have form questions? Let us know! We would love to help.