Different form requirements for known vs unknown people?

Shannon_Ryan
Level 1

Different form requirements for known vs unknown people?

I've been tasked with creating a form that will only ask for email and country- UNLESS the lead is known (aka in our database). If known, the form should require additional info (name, company, etc.). Is this even possible?

5 REPLIES 5
SanfordWhiteman
Level 10 - Community Moderator

Re: Different form requirements for known vs unknown people?

Let's be specific about "the lead is known." Do you mean

  • their tracked Munchkin session is already associated with a known lead in your database due to previous activity (earlier form fillout, clicked Marketo email)

or

  • their session is anonymous, but they begin to enter data that, if posted, would be merged with a known lead
Shannon_Ryan
Level 1

Re: Different form requirements for known vs unknown people?

The second option, we would be looking for them to complete their existing profile.

SanfordWhiteman
Level 10 - Community Moderator

Re: Different form requirements for known vs unknown people?

If their session is anonymous, you cannot know until they've filled out the form that they would be merged with an existing record.

Hence you have no idea, at the time they first see the form, how many fields to display.

Forms can switch fields depending on the characteristics of an existing associated session (hiding the form if the session is associated, for example, or displaying only empty fields). This is what Progressive Profiling and other features are all about. But it can't work when the server hasn't seen the person yet. Does this make sense?

Shannon_Ryan
Level 1

Re: Different form requirements for known vs unknown people?

Yes, that does make sense, thank you!

Can you explain how to only display empty fields?

SanfordWhiteman
Level 10 - Community Moderator

Re: Different form requirements for known vs unknown people?

Read up in the docs and previous Community posts on Progressive Profiling.