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Marketo Forms 101

Learn how to create a form in Marketo, import it into Knak, customize its appearance, and configure advanced form features.

Create a Form in Marketo: Step-by-Step Instructions

Before You Start

Make sure you have:

  • Access to your Marketo account

  • An active Marketo integration connected to your Knak account

Step 1: Create a New Form

  1. Log in to Marketo.

  2. Click Design Studio.

  3. Navigate to the Forms Tab.

  4. Under Form Actions select New Form.

    From actions drop down menu expanded highlighting "New Form" option.

  5. Enter your form details.

    New form details page.

  6. Click Create.

Step 2: Configure Your Form Fields

Use the Marketo form builder to add and manage fields.

Add Fields

  1. Click the + icon.

    + icon in field details section highlighted to add a new field.

  2. Select the field you want to add.

    Marketo Field drop down menu expanded.

Resize Fields

  1. Select a field.

  2. Drag the field edges to adjust its width.

    Dragging and expanding an input field in Marketo.

Edit Field Properties

Use the right-side panel to configure:

  • Validation rules

  • Required fields

  • Field labels

  • Visibility settings

    Field property panel

Tip: Disable visibility rules unless you need them. If you use visibility rules, make sure your picklist values match exactly.

Delete Fields

  1. Select the field.

  2. Click the – icon.

    Delete icon highlighted for form field details in Marketo.

Step 3: Configure Form Settings

  1. Click Form Settings.

  2. Browse available themes using the navigation arrows.

    Theme selection view in form settings.

  3. Select Settings from the Form Settings menu.

    1. You can customize:

      1. Font family

      2. Font size

      3. Language settings

    General settings page for Marketo form setup.

Step 4: Save Your Form

  1. Select the Finish tab.

  2. Click Approve and Close.

    Finish form settings by approving and closing the form.

  3. Your form is now ready to use.

Add Your Marketo Form to a Knak Landing Page

Import a Form

  1. Create a landing page in Knak.

  2. Drag a Form content block onto the page.

  3. Click Import Form.

    Import form button highlighted in form attributes settings panel.

  4. Select your Marketo integration.

  5. Select your form.

  6. Click Use This Form.

    Select a form popup modal with integration and form selected.

  7. Your form will appear on the landing page.

    Marketo form inserted into a Knak Landing Page.

Refresh an Imported Form

If you make changes to your form in Marketo, refresh the version in Knak.

Choose one of the following options:

  • Delete and re-add the form

  • Select another form, then switch back to the original form

Customize Your Form Styling

Use Custom Style settings to match your form to your landing page design.

Enable Custom Styling

  1. Select the imported form.

  2. Click Custom.

    Custom form style option selected.

Available Styling Options

Category

Available Settings

Layout

Form width, alignment

Labels

Alignment, width, position, line height

Checkbox Labels

Alignment, width, position

Typography

Font, text color, text size

Links

Link color

Buttons

Width, alignment, colors, padding, corner radius

Inputs

Text color, background color, placeholder color

Input Styling

Corner radius, text size, padding

Borders

Color, width, style

Required Fields

Bold text, asterisk display, color, position

Form Container

Background color, padding, shadow, corner radius

Form Text

H1, H2, H3 sizing

Advanced Settings

Strip custom CSS, follow-up URL

Checkbox & Radio Lists

Grid gap, text size, list padding

Note: Link color settings in Knak may override custom CSS. Use the Link Color setting in Knak whenever possible.

Advanced Form Features

Progressive Profiling

Progressive profiling helps reduce form fatigue by showing only the fields a visitor needs to complete. As more information is collected over time, additional fields can be displayed.

Knak supports progressive profiling for imported Marketo forms. Configure your progressive profiling rules in Marketo. The configured behavior will automatically appear in Knak.

Form Pre-Population

Form pre-population automatically fills fields with information you already know about a visitor. This creates a faster experience because visitors do not need to enter the same information again.

Knak supports form pre-population for imported Marketo forms. Configure pre-fill settings in Marketo. Any configured values will appear automatically when the form loads.

Follow-Up URL Overrides

You can configure a custom redirect URL after form submission.

  1. Open the Custom Style panel.

  2. Locate the Follow-up URL setting.

  3. Enter your destination URL.

The URL configured in Knak overrides the redirect URL configured in Marketo.

This allows you to:

  • Reuse the same form across multiple landing pages

  • Send visitors to different thank-you pages

  • Avoid cloning forms in Marketo

Follow-up URL setting

Frequently Asked Questions

Why Is Pre-Population Not Working?

Knak supports pre-population. Your Marketo form must be configured correctly.

Pre-population does not work when an Embedded Form Domain Override is configured in your Marketo integration.

This setting forces Marketo to load the form as an embedded form. Embedded forms use the older MktoForms script, which does not support pre-population.

Fix the Issue

  1. Open your Marketo integration settings.

  2. Clear the Embedded Form Domain Override field.

  3. Make a small change to your landing page.

  4. Sync the page again.

You can also sync the landing page as new.

Form prefill warning in Marketo.

Why Does Marketo Show Both Old and New Forms After a Resync?

This behavior is expected.

Marketo handles form updates differently when updates are made through the API versus directly in the Marketo editor.

Remove the Old Form Reference

  1. Resync the landing page from Knak.

  2. Create a draft of the landing page in Marketo.

  3. Change the form.

  4. Save the draft.

  5. Return to the summary page.

The previous form reference should no longer appear.

Several form references displaying in Marketo's summary page.

Why Is My Redirect URL Not Working?

Google Tag Manager (GTM) can interfere with the JavaScript used to set redirect URLs in Knak.

If you need both Google Tag Manager and a custom redirect URL:

  1. Keep the Google Tag Manager script in Knak.

  2. Sync the landing page to Marketo.

  3. Configure the redirect URL directly in Marketo.

Need more help? Contact Support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.

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Using Strip Custom CSS with Marketo Forms
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