Possible to add which form was filled out to a smart list? | Community
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Marisa_Rybar
Marisa_Rybar
New Participant
September 21, 2015
Solved

Possible to add which form was filled out to a smart list?

  • September 21, 2015
  • 2 replies
  • 4795 views

Each week, I look at who has filled out a form by updating the date range on a smart list I have created in the Lead Database. The only qualification is that a lead has filled out any form. However, I'm wondering if it's possible to add a column to the leads report that shows WHICH form each lead filled out. It seems like it should be pretty straight-forward without having to go one by one through each of my landing pages to try to manually map it out.

Does anyone know how I can do this?

Thank you!

Marisa

Best answer by JohnCl9

Ok, I think we're getting there. I definitely feel solid about the hidden form field possibilities and restrictions.

For the trigger campaign option, I have a couple more questions (thank you so much for all your time by the way!!!):

1. Clarification: If I schedule a trigger campaign, I can build just one for all of my programs, correct?

2. If I build a trigger campaign, do I need to include the hidden field on each form? (I understand that there is a step I don't need to do if I do the trigger campaign, but I'm not clear if that means that I simply don't have to set the default value or if I can leave the field off of the form entirely.)

3. I haven't worked with trigger tokens before, so this may be a really dumb question: Is {{trigger.name}} always in reference to a form title?

4. Pending the answer to #3, do I need to set anything on the trigger token to specify that I want the form title?


You're welcome!

1.  Yes, one campaign, once activated, would work for any form fill out in your instance, no matter where the form lives, in Design Studio or an program.

2  No, you wouldn't need the custom field on your forms because the trigger campaign would capture the name of the form and populate the field after fill out.

3. The {{trigger.name}} token will populate with whatever the name of the asset is that triggered the campaign.  If it's a Filled Out Form trigger, then yes, it will be the name of the form.  If you're using that token in a campaign with a Visited Web Page trigger though, then the token would populate with the name of the webpage that was visited.  The token takes its value from the trigger, and it will always be the name of the asset (i.e. form name, website, etc)

2 replies

J
JohnCl9
Employee
September 21, 2015

Hi Marisa,

This could be done with a custom field and a token.

First, you would create a new custom field to hold the name of the form.  You could then set up a trigger campaign with a Fills Out Form > Is Any trigger.

The flow for the campaign would be a Change Data Value flow step, and you would choose the new custom field you created.  The new value for that field would be {{trigger.name}}, and this token would populate with whatever the name of the form is that they filled out.

You could then add the custom field to your smartlist view and you'd be able to see the most recent form each lead had filled out.  Keep in mind though that this will only populate for leads filling out forms after you activate the trigger campaign, and that campaign will overwrite the custom field each time leads fill out a form.  You'll always see the most recent form name in that field.

John

    Marisa_Rybar
    Marisa_RybarAuthor
    New Participant
    September 30, 2015

    Thanks, John!

    I'm finally now getting around to trying this out, and I have a question. Are you suggesting that I create a new custom field for each form where the name of the form is the name of the custom field? Or do I create a custom field that is named "Form Title", for which I add the form title in a text field on the form itself?

    I really appreciate your help on this!

    Best,

    Marisa

    J
    JohnCl9
    Employee
    September 30, 2015

    You would only need to create a single custom field.  The trigger campaign you set up would trigger anytime a lead fills out a form and populate the name of the form they filled out into that custom field.  This is done by the Change Data Value flow step and {{trigger.name}} token.  That token populates with the name of the form the lead filled out whenever they trigger the campaign.  Does that make sense?

    John

      A
      Anonymous
      September 21, 2015

      @Marisa Rybar​ FYI. I moved your post to the Products and Support​

        Marisa_Rybar
        Marisa_RybarAuthor
        New Participant
        September 21, 2015

        Sorry about that. I'm new to Marketo. Thank you!

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