Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

Highlighted

Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

We recently added a new required field to our forms, but all of our forms have custom HTML enabled so that if they are recognized as a known user, they are just displayed with a welcome message and button to download the related asset or register for the related webinar.

We'd like to backfill this field for all of our current leads, but when a known lead comes to the site to fill out a form, they are not presented with the form, but instead just the CTA button because they are recognized as a "Known User." Is there a way to override the "Show custom HTML" functionality for users who have fields that are missing but required? Or is the only way to disable the custom HTML and always show the form?

4 REPLIES 4
Highlighted
Level 10 - Community Moderator

Re: Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

Perhaps what you really wanted to use here was not KV HTML but Progressive Profiling, with all of your fields in the ProgPro block.  (KV HTML and ProgPro are mutually exclusive.)

This way, unfilled fields will be displayed; if all are filled out, only the Submit button will be shown.

Highlighted
Level 3

Re: Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

We have the same question. For known leads, does custom HTML override subsequently added required fields on a form even if the required fields have not been selected or filled in for those leads? We want to display the form only if a known lead has not previously granted explicit consent to receive emails by checking the newly added "I consent" box; otherwise, if all required fields have been satisfied, we want to display the custom html.

Highlighted
Level 10 - Community Moderator

Re: Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

Custom HTML doesn't care about new/old fields*, only if the web session is associated or anonymous.

To build what you're describing requires a JS dev to swap the form fields for the static HTML. While not difficult it can't be done in the visual editor alone.

* With an exception that would only be confusing here.

Highlighted
Level 3

Re: Force "Known Users" to fill out any empty required fields on a form when "Show custom HTML" is enabled.

Too bad. Thanks for the reply and explanation, Sanford.