Collecting data on a form but only using if it doesn't already exist on the lead

Forum|Forum|4 years ago
July 15, 2021
2 replies
3093 views

We have a Marketo form with first name, last name and email address fields. Is it possible for the form to accept a first and last name but only use that data if it doesn't already exist on the lead?

We have a business use case where we want to be able to send the name for associating with new leads, but would like to avoid changing the name of a lead if the same email address is used for multiple people.

Marketo

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

Best answer by Kaitlyn_Simko

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField). That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

SanfordWhiteman

New Participant

Yes, Block Field Updates from Form Fills (you don't need a temp field).

M

Megan_KoelemayAuthor

New Participant

That's a global setting, correct? Or can you apply it to specific forms only?

SanfordWhiteman

New Participant

That’s correct. If you needed to apply the concept only to selected forms, you’d need proxy fields as Kaitlyn suggests.

Kaitlyn_SimkoAccepted solution

New Participant

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField). That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

M

Megan_KoelemayAuthor

New Participant

Thanks @kaitlyn_simko! That's just what we need.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded