Thursday, April 26, 2012

Auto-filling City and State with Postcode Anywhere and Marketo

First, the "product": an HTML script block that can be added to Marketo as a snippet for looking up the City and State/Province based on a given Country and Zip/Postal Code! All one has to do to use it should be to edit and change the Postcode Anywhere license key.

The background for this is that our Marketing department went live with Marketo last week, and that was an awesome accomplishment which involved replacing all of our previous Web-to-Lead forms with Marketo landing pages. With that done, we set our eyes on a next step: making our forms more approachable by automatically filling in a lead's city and state/province if they give us the country and zip/postal code.

For the lookup service, we chose Postcode Anywhere originally because they were listed on the Salesforce AppExchange. But then we realized that the app was for internal use after a lead already went into Salesforce, and what we actually want is for the info to be filled in before a form is even submitted. Plus, we want our leads to go into Marketo first, not Salesforce.

Knowing that our marketers should not have to know JavaScript to use this functionality, it was obvious that any real solution would have to be able to be dragged and dropped on to a Marketo landing page with minimal configuration, if any at all.

Thankfully, it appears that there are standard address fields in Marketo with standard and consistent name and id attributes. Once I discovered this common characteristic across all forms that we had created, it was simple to customize the JavaScript code template that Postcode Anywhere publishes to work with Marketo.

This is a great example of two companies, Marketo and Postcode Anywhere, making user-friendly integration a viable and attractive option.