Hiding forms for known visitors, but still requiring some fields. | Community
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A
Anonymous
November 24, 2015
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Hiding forms for known visitors, but still requiring some fields.

  • November 24, 2015
  • 6 replies
  • 9028 views

Does anyone know a way to hide certain fields from a known visitors while still requiring other fields?

I want to use the "If visitor is known, hide form" functionality, but I don't want to hide the whole form. Here is the situation. If a user would like to schedule a demo, but we have already gathered their contact info (name, company, phone, etc.) through previous browsing activity, we don't want to ask for it again.  The trick is, we still want to present the solution drop down and have a text field to ask "What information would you like to discuss during your demo?" I thought about enabling progressive profiling, but that doesn't give me the option to have a custom greeting to acknowledge that I already know who they are.

So the message would say:

          Welcome back, Andreya.

          Please select a solution (dropdown field)

          What information would you like to discuss during your demo? (text field)

          (submit button)

Anyone have any ideas how to do that?

Thanks in advance!!

Andreya

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    Best answer by

    Hi Andreya,

    I just did this myself by creating a new form with only the fields I want to ask the Known Visitor. Next, copy the embed code of that form you just created. Edit your original form that contains all the fields for unknown visitors and open the  If Known Visitor, Show Custom HTML window. Click on HTML version and paste the embed code after the "Welcome back" text. Be sure to remove the code for the button as the button will be populated by your Known Visitor form.  Let me know if you have questions!

    Janine

    6 replies

    Jack_Wildt
    Jack_Wildt
    New Participant
    October 26, 2017

    I have the 2nd form embedded in the custom HTML that shows for a known visitor, however it doesn't seem to be populating correctly. The progressive profiling always shows all of the fields. Is there something I need to do to populate the form with the correct values?

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    October 26, 2017

    Can you open a new thread in Products​ please?  This discussion shouldn't ever have been in this place -- it's for discussing the Champs incentive program, not support.

    Also please provide your URL with the new thread.

    KellyJoHorton
    KellyJoHorton
    New Participant
    July 6, 2016

    I tried this solution and found out the hard way that tokens are not recognized in hidden fields on the second form. Still trying to figure out how to solve this problem.

    We have a number of hidden fields that are required every time someone submits a form, so the "Known Visitor" function out of the box doesn't work for us, since it only submits a couple of mandatory fields like Munchkin code ID, and Person ID.

    We have external systems like Domo that rely on data in the Activity log. So truncated entries are a bummer.

    Kelly Jo HortonSenior Client PartnerEtumos503.928.1928khorton@etumos.com
    SanfordWhiteman
    SanfordWhiteman
    New Participant
    July 6, 2016

    Not sure if you literally mean tokens as in {{my.tokens}} or {{lead.tokens}} or something else. Maybe you need to rephrase.

    If you're talking about hidden field AutoFill from cookies or query params (not tokens proper), while it's true that AutoFill isn't supported out-of-the-box when Known Lead HTML is shown, it's trivial to re-add that functionality using the JS API method addHiddenFields. 

      Grégoire_Miche2
      Grégoire_Miche2
      New Participant
      May 23, 2016

      Another one to be relocated to the "products" section.

      -Greg

      A
      Anonymous
      May 18, 2016

      Hi Janine,

      This is a really helpful solution. Have you had any success in embedding as a lightbox? I've created the two forms as directed above and tried embedding either the normal and lightbox code (of the known user form) in the new user form... have not had much luck unfortunately.

      Any ideas?

      Many thanks,

      Michelle

      SydneyMulligan
      SydneyMulligan
      New Participant
      May 19, 2016

      Hi Michelle,

      Can you provide a little more detail about what is happening when you attempt to embed the second form into the If Known User custom HTML?

      A
      Anonymous
      Accepted solution
      December 3, 2015

      Hi Andreya,

      I just did this myself by creating a new form with only the fields I want to ask the Known Visitor. Next, copy the embed code of that form you just created. Edit your original form that contains all the fields for unknown visitors and open the  If Known Visitor, Show Custom HTML window. Click on HTML version and paste the embed code after the "Welcome back" text. Be sure to remove the code for the button as the button will be populated by your Known Visitor form.  Let me know if you have questions!

      Janine

        SydneyMulligan
        SydneyMulligan
        New Participant
        December 7, 2015

        Just note that if you go this route, you need to include BOTH forms in your Smart Campaign that is tracking form completions.

        Jason_Hamilton1
        Jason_Hamilton1
        New Participant
        November 27, 2015

        Hi Andreya,

        I think you can achieve what you are looking for by doing a combination of progressive profiling and lead tokens in a rich text field on the form itself.

        Then use visibility rules to hide the rich text field if they are unknown.

        I have not tested this approach, but it is worth giving it a shot.

        Let me know if it works for you.

        Jason

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