Form Date Query

0 Likes

Form Date Query

I would like to be able to query when my leads last filled out a form.  I would also like to be able to put some rules in place to say "If a person has filled out one of THESE forms (form1, form2, form name contains ABC_) in the last __ days, then don't present a form.

I mean, I have a lot of content. I want my viewers to be able to hop around from page to page and not have to submit a form every time.

I'm trying to do this with some JS on my page, but the best I can come up with is Updated At.  I have a lot of different products and if you just filled out a form for one of my products you don't have to fill out another just to see a new asset.  Your answers haven't changed. I know Progressive Profiling can do this, but PP is far from perfect.  In fact, I'll go so far as to say I don't even like PP anymore.

So anyway, if you can limit the number of emails a person can receive, why not the number of forms?

4 Comments
Anonymous
Not applicable

Robb,

You can query when leads filled out a form, however, you cannot use this query as an exclusion criteria to filter who will/will not see a form. You can, however, make this distinction directly from the form editor under form settings. You can choose to show known leads custom html. The default message is set to "Welcome back, {{lead.FirstName}} {{lead.LastName}}" but you can insert a custom message.

2015-12-17_09-50-28.png

Screen Shot 2015-12-17 at 10.45.10 AM.png

Level 10 - Community Moderator

Frank's suggestion gets you a lot of the way there, and I don't know if you were aware of Known Lead HTML, though it doesn't take into account the "filled out in nnn days" requirement. 

That requirement can be pretty easily accomplished by posting a hidden field with every form that logs the LastFilloutDate (something we often do for other reasons).  You can have one such timestamp for every form, or one timestamp for all forms.  Then prefill that field on every quota-sensitive form.  Add the form to the page but have it hidden by default.  Only show it if, using the Forms 2.0 API, you detect that the form values could use a refresh. You really get a huge amount of flexibility once you use the "hidden by default" pattern.

Level 8

I ended up creating a cookie that expires in N days.

Community Manager
Status changed to: Already have it