Adobe Marketo Engage Champion Deep Dive: Extending Marketo With AEM Forms

Discover the various ways and use cases for using Marketo forms vs. AEM forms.. In this session, Adobe experts will explore the different types of forms, key use cases, the pros and cons of each type and more! Learn how to leverage these different types of forms to best suit your business needs and use case.


Agenda

1.What is a Form?

2.Marketo Forms overview

3.AEM Forms overview

4.Use Case: Extend communications with personalized PDFs

5.Use Case: Complete journeys with personalized web applications

6.Use Case: Contact Us form

7.Q&A



Target Audience

Marketo Users: Professionals already using or considering Marketo who want to expand their marketing capabilities to AEM

AEM Users: Professionals already using or considering AEM who want to expand their marketing capabilities in Marketo

1. 28 February 202 5 – Deep Dive

2. Adobe User Group House Rules To ensure our Adobe User Groups stay user-focused and a safe space for members to learn, network, and problem solve, we ask that all Adobe User Group session attendees follow these rules: No self-promotion or pitching of any kind is permitted at Adobe User Group events Don’t contact people outside of the User Group without their consent If User Group members share their use case at the User Group, please don’t share that information without their consent

3. Notice: This User Group Meeting is being Recorded. To ensure that we are abiding by the Adobe User Group Code of Conduct, we are informing all user group attendees at this meeting on Feb 28, 2025, that this meeting will be recorded and posted on the Adobe User Group YouTube Channel to promote training, education, and future learning.  If you do not wish to participate in a LIVE recorded session , please feel free to watch the recording at a later time, which will be linked after the meeting concludes. Send us any questions you may have to [email protected].  

4. Whose form is it anyway?:  Deep Dive on Marketo forms vs. AEM Forms

5. Agenda What is a Form? Marketo Forms Overview AEM Forms Overview Use Case: Extend communications with personalized PDFs Use Case: Complete journeys with personalized web applications Use Case: Contact Us form Q&A

6. What is a Form? A form is a structure with space in which to write or select content

7. Escape the Medium

8. Marketo Forms Overview

9. Key Features of Marketo Forms Progressive profiling Pre-fill Hidden fields Visibility rules Thank you page after form fill

10. Marketo Form Summary Flexibility Ease of Use Advanced Customization Integrations Prevents duplicates Potential bot attacks Branding No Pre-Fill with Embed Conversion Tracking Benefits Considerations

11. AEM Forms Overview

12. Adobe Experience Manager

13. Form Types Dyn a mic / Inter a cti v e Form End user Engage m ent • Pr e -po p u l a te • D o cument R o uting • Intu i tive i n terface 4 5 1 3 2

14. Example Forms 2025-02-28 ©2021 Four Point Solutions Ltd Existing PDF Document Generation Mobile Responsive Adaptive Form PDF Fillable for offline HTML5 fillable for online Letters Online Interactive Communications PDF/PS/PCL Statements Data Capture

15. AEM Form Summary User- Friendly Interface Multi-Channel Output Real-Time Data Validation Centralized Content Management Integrations Scalability Secure Submissions Cost Complexity Maintenance Training Benefits Considerations

16. Use Case: Personalized PDF Scenario : An bank wants to run a campaign for a new small business lending offer. Solution : AEM Forms – Dynamic Read Only Form (HTML5) Problem : The campaign should includ e a promtional email custom PDF explaining the unique offer for each customer.

17. Use Case: Embedded Web Application Scenario :The bank would like to follow up the promotional email with another email to prompt the customer to sign up. Solution : AEM Forms – Guided (Adaptive Forms) Problem : The recipient should be able to enroll immediately from the marketing correspondence.

18. Use Case: Contact Us Form Scenario : A new contanct us form needs to be created as part of a new campaign. Solution : It Depends… Problem : There are multiple tools which can create the Contact Us Form but which is the best choice?

19. Q & A