How to identify who was a "known" person who bypassed the form in a smart list? | Community
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Danielle_Wong
Danielle_Wong
Community Manager
February 23, 2022
Question

How to identify who was a "known" person who bypassed the form in a smart list?

  • February 23, 2022
  • 2 replies
  • 4957 views

I have gated content forms that are hidden to known visitors. However, these still appear as form fills in activity logs and triggers that look for the form fills. How can I create a smart list of people who actually filled out the form vs those who were known and automatically accessed the gated content?

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2 replies

SanfordWhiteman
SanfordWhiteman
New Participant
February 23, 2022

Surprisingly, there’s no built-in way to use Smart List filters to distinguish Known Visitor HTML form submits from “true” form submits.

 

Dillon’s suggestion of looking at those who were created by/acquired by a form vs. those who already were in the db when they filled out the form is a good one. But it’s incomplete: someone could still not be known in a given browser/device session, so they’d see and fill out the entire form even though they will not be created by the form.

 

If you look at the details of the Filled Out Form activity, you can see a difference: if you have hidden fields added from UTM params, cookies, etc. those won’t be present if the KV HTML was shown. But that’s kind of a bug, so I’ve posted code to work around it. Once you work around it, the Filled Out Form-s will be indistinguishable again! What you can then do is have a separate hidden field expressly for this purpose, like isKVHTML, and populate that hidden field only in KV HTML mode. Then you can see isKVHTML=yes in the log. But still not in at the Smart List level.

    Danielle_Wong
    Danielle_WongAuthor
    Community Manager
    February 24, 2022

    Thank you for your response here, Sanford. I was going to bring this up in one of the NYMUG calls. I will check out the code you provided to preserve the utms for known users. 

     

    It would be nice to easily see a different activity type from "form fill" for known visitors.

    dillonlee02
    dillonlee02
    New Participant
    February 23, 2022

    You could run a report looking at their acquisition program and see if you acquired any net new leads via this program, vs a known user who has filled out a form prior (probably acquired from another program) and has their cookies enabled. Does that make sense, or I hope what I shared is a bit helpful in your search for a solution?

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    February 23, 2022

    Umm - good idea @dillonlee02, but this trick will only work if @danielle_wong has proper set up to capture the acquisition programs for the forms/assets globally created (if they have global forms in DS). I'm little afraid about form submissions for the known audience and would probably love to explore options around setting up the forms on the website in a better way - like the forms should not get submitted for the known people in the first place IMO. Also @danielle_wong, do you use form prefill for the known people - so that existing info w/o any updates essentially gets submitted in the back-end to Marketo?

      dillonlee02
      dillonlee02
      New Participant
      February 23, 2022

      Could you implement a new field on your form and implement progressive profiling? That way anyone who was known (who had all the fields filled out prior) will have to fill out the new field, and then anyone who wasn't known wouldn't have been able to fill out the new field until they fill out the other fields that are being asked of in the progressive profiling stages? Just another thought. Sorry if this isn't helpful.

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