Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

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Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Background: I recently joined a company which is just getting up and running with Marketo. I am myself just learning Marketo.

A consultant has come in and created a program where people fill out a form survey on the site and then receive a follow up email. Another option within this campaign is that if you start filling out the form but don't finish it, you will receive and email reminder to finish the form.

The user experience gets weird for repeat survey visitors who have already filled out the form once and perhaps started taking the survey again but did not complete.

The ask: How, in my smart campaign logic, do I make it so that if you have already successfully completed the form you will not receive the second "Don't Forget to Finish" even if you come back and start taking the survey but don't finish it!

Thank you and stoked to be part of the Marketo community.

9 REPLIES 9
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Level 10 - Community Moderator

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Can you move this to Products​? (Part of the learning process!)

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Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Done and done.

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Level 7 - Champion

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Hey Spencer,

It depends on exactly how this program is stuctured (e.g., is it a multipart form?), but using a filter in the smart campaign for "not has filled form", or "not member of smart campaign" (where the campaign is the one that sends the form completed email) should achieve what you're looking for.

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Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Hi Grace,

Please find attached screenshots of how this campaign is set up. The campaign has four distinct parts to it (smart campaigns):

  1. Set Acquisition
  2. Completed Survey
  3. Not Completed Survey
  4. Route to Nurture

The form is multipart and has hidden fields.

Based on your experience, which smart campaign should I add the trigger to so that if someone has already filled out the survey and started it again but not finished, would make it so they don't receive the reminder email?

Smart campaign 01: Set Acquisition Program

01.SetAcquistion.png

Smart campaign 02: Completed Survey

02.CompletedSurvey.png

Smart campaign 03: Survey not completed

03. Survey Not Completed.png

Smart campaign 04: Route to Nurture

04. RouteNurture.png

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Level 10 - Community Moderator

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Can we get the Smart Lists please?

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Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Hi Sanford,

Find below screenshots of the smart lists.

01. Set Acquisition Program Smart List

01.png

02. Completed Survey

02.png

03. Survey Not Completed

03.png

04. Route to Nurture

04.png

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Level 10 - Community Moderator

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Seems like you're missing a Remove From Flow condition in 03. If their Program Status is Survey > Completed Survey, remove them as this supersedes any further checking.

I'm not totally into the blind form as the checkup (I would use a Munchkin API Visit Web Page hit, it's more lightweight) but anyway....

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Level 7 - Champion

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

+1 to this. It's not possible for people to go back to a previous status within a program, so Sanford's suggestion is a simple & reliable way to ensure anyone who has progressed to the full completion previously will be suppressed from this flow.

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Level 10 - Community Moderator

Re: Campaign Logic Q: If Survey Form Filled, Bypass a 2nd Email

Another option within this campaign is that if you start filling out the form but don't finish it, you will receive and email reminder to finish the form.

What Grace said, plus I assume what is actually being checked here is whether the person visited the page with the form, not whether they actually started entering data. Or is there actually custom code that's logging that the person populated a field?