Below is an example of how forms and visitor groups can be made to use progressive profiling. Please note this is just one example and should be adapted to suit business requirements.
- Create a new form.
- Map the form to Marketo in the Mappings property tab.
- Add an element to the form, such as a text element. In this case we have added a text field and called it "Email".
- Add any other elements to the form intended for the first visit.
- Use the Extra field mappings on the fields as needed.
- Add a second form.
- Map this form as well.
- Add the elements to be filled by the user on the second visit. e.g. FirstName and LastName fields.
- Create a visitor group.
- Add Marketing Connector profile criteria to that visitor group. Select the correct datasource, choose one of the fields that was used for the first form and set the condition to "is empty." This way when the user has completed the first form, they do not see it again on the second visit.
- Create a second visitor group.
- Add Marketing Connector profile criteria to that visitor group. Select the correct datasource, choose one of the fields that was used for the first form and set the condition to "is not null." This criteria is intended to prevent first time visitors from seeing the second form.
- Create a new page and add the two forms.
- Add the first visitor group(step 9) to the first form.
- Add the second visitor group(step 11) to the second form.
Instead of using two forms, you could also do the above with one form by using two visitor groups within the same form, on different fields per business requirements. Autofill can also be used as this prevents the user from having to redo previous work.