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Bonni_Graham_Go
New Participant
April 28, 2021
Solved

Making a form field conditionally required

  • April 28, 2021
  • 1 reply
  • 3370 views

Good morning Hive Mind!

We have a form where our SalesOps group wants two fields:

* Email

* Phone

They want to set it up so that one or the other is required, but AT LEAST one must be filled out. That is, if someone fills out Email, they don't have to fill out Phone and vice versa, but ONE of the two fields must have a value. How would we do that?

Best answer by SanfordWhiteman

On the form side, this is easy to do.

 

But before I tell you how, I want to sound a warning that may make you rethink the concept.

 

If you submit a form without an empty Email Address field, Marketo will create a new lead with no email. Marketo will never dedupe on Phone, so each time the form is submitted with the same phone number will create a duplicate. Are you 100% sure this is what you want?

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 28, 2021

On the form side, this is easy to do.

 

But before I tell you how, I want to sound a warning that may make you rethink the concept.

 

If you submit a form without an empty Email Address field, Marketo will create a new lead with no email. Marketo will never dedupe on Phone, so each time the form is submitted with the same phone number will create a duplicate. Are you 100% sure this is what you want?

Bonni_Graham_Go
New Participant
April 28, 2021

RIGHT; in the churn of the argument about this, had forgotten that. Let me go back to SalesOps and point this out, which may change the game. TY!