Fills Out Form trigger...but isn't created by | Community
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James_Glavin
New Participant
May 23, 2018
Question

Fills Out Form trigger...but isn't created by

  • May 23, 2018
  • 3 replies
  • 4280 views

Hi all,

I'm trying to find an elegant way to have a smart campaign be triggered off the activity that someone fills out a form, but only if it's a pre-existing lead. I'm setting up campaigns triggered when a new person fills out a form (using the Person is Created trigger with the Form Name constraint), and I'd like an equivalent program for people filling in a form who already exist in Marketo.

What's the neatest way of achieving this?

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3 replies

Taylor_McCarty
New Participant
May 23, 2018

This may not work at all, but just a quick thought. Could you not do a fills our form trigger with the specific form identified and then do a "not person was created" with a constraint of "form name: is not empty"? I attached a screen shot as well for visual reference. Again this may not help, but just tossing it out there.

SanfordWhiteman
New Participant
May 23, 2018

But that won't account for people created by Form A who later fill out Form A. Nice thought, though.

SanfordWhiteman
New Participant
May 23, 2018

Chris's suggestion is good, but I worry about the imprecision (Marketo doesn't have the time granularity that would be necessary to distinguish between a Created At that's 30s ago and one that's 15s ago).

So I would go right to the source.  Create a hidden random field on the form like LastFormSubmissionID. When you see a Data Value Change on that field, that means, without exception, that the form has been submitted again (since the first time it won't be a change).

James_Glavin
New Participant
May 26, 2018

That's very clever...I'm going to do some experimenting with this!

New Participant
May 23, 2018

Could you use the 'Form Filled Out' trigger with a filter of 'Created At' to identify leads which already exist? The 'Created At' filter/constraint could have a timeframe which makes sense for your use case.