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dmedua
New Participant
December 10, 2020
Solved

How to find what campaign a form is linked to

  • December 10, 2020
  • 1 reply
  • 5615 views

Hi everyone,

 

I hope y'all are doing well!

 

I just joined a new company and I'm having trouble finding out where the information is going from a form that is embedded on our website. I looked up the form id in our instance and found it, but I'm not seeing that the form is being "used by" anything. 

 

Could y'all help me figure out how to find out where an embedded form is being linked to and tracked when starting from viewing the form from within the design studio?

 

Thank you!

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Best answer by SanfordWhiteman
My issue, however, is that there is nothing under the "Used By" tab

Note this is normal for an embedded form that (as Michael and Katja note) is not explicitly used in a Smart Campaign. Used by will show the Marketo LPs on which a named form is used; it will never show the 3rd-party pages on which an embedded form is used.

 

Also, as the others say, the data is always being recorded.

 

If you don't see any activities other than Filled Out Form itself in the Activity Log, that suggests — but doesn't 100% confirm — that your predecessor never got around to setting up a follow-up flow.  The reason it's not a real confirmation is (like Katja said) there could be a separate campaign that generically looks for form fillouts. I'd add that there could be campaigns acting on Program membership. This is why documentation is crucial!

1 reply

A
AbhinavSa2
Employee
December 10, 2020

Hey,

Go to form and at the right side you'll have the option of used by as per below snippet. 

 

Also, there is other work around by submitting form it self and check your activities in lead activity. 

D
dmeduaAuthor
New Participant
December 10, 2020

Hi @abhinavsa2 ,

 

Thank you for the response! My issue, however, is that there is nothing under the "Used By" tab. As in it says it isn't being used by anything. And when I have submitted the form myself and checked my activities the only campaign that it says it is linked to is one that simply scores me up for filling a form. No smart campaign or program linked to it, which leads me to believe that anyone who has been filling the form isn't having their information stored or saved anywhere.

 

Would that be the correct assessment to make?

 

I also created a smart list to view anyone who has filled out the form in the past year and it only pulled up a handful of names from the past 2 days.

 

 

Michael_Florin-2
Michael_Florin-2
New Participant
December 10, 2020

I'm not 100% certain I understand this, but let me say something anyway. 🙂

 

If you don't see anything in the "Used By" tab, your form is not _specifically_ tied to any Smart Campaign. If you are using processes that listen to "Submitted Form is Any" that would include your form, although you're not seeing it.

 

But even if that form is not used anywhere, that doesn't mean it doesn't store data. If there's an email address field on that form, that email address is saved and an existing record is being updated or a new one created. That is an inherent feature of a Marketo form.

 

I'd just submit that form with a new email address and search for that address in your database.

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