Last Form Fill Out

Anonymous
Not applicable

Last Form Fill Out

Hi All

I have a lead allocation model setup in Marketo for allocating the lead for three different business verticals (eg. xyz, abc, uvw) . For three business vertical I have three different forms in place that act as an identifier so that if a lead fills out form for xyz business vertical it should be assigned to the sales rep responsible for xyz business vertical on reaching certain lead score. But this lead allocation model is based on first form fill out or submission and since we have common leads across three business vertical I want to change it to the last form or latest form fill out. Right now I have created a smart list for all the leads who have filled xyz form and i am referring this smart list in the smart campaign created for lead allocation. So can anybody help in figuring out how I can change the lead allocation model from 1st form submission to latest form submission.

Thanking you in advance

6 REPLIES 6
Emily_Thornton1
Level 3 - Champion Alumni

Re: Last Form Fill Out

Could you create a custom field for "Last Form Submission", then add as a hidden field to each of your forms. Have each form populate with the name of the specific form, and don't block field updates so it overwrites with each form submission. Then leverage that field in whatever routing is needed.

Lynn_Ray_Pardo
Level 4

Re: Last Form Fill Out

Emily, I like your idea!

Would you please show which value you would use for the hidden field to populate it with the form's name? 
Thanks,
Lynn

SanfordWhiteman
Level 10 - Community Moderator

Re: Last Form Fill Out

You don't need to do this in JS (in fact this particular goal is harder in JS than in a flow, for reasons I won't belabor).  Just set your field to {{Trigger.Name}} -- that's the name of the form in a ​Filled Out Form ​trigger.

Lynn_Ray_Pardo
Level 4

Re: Last Form Fill Out

OMG!! Thank you SOOOO much Sanford, you are perfection!!

This is a huge help to us!!!


I LOVE YOU! (But not a creepy way!)

Thank you again, Sanford you roooockkkkk!!!!!!!!!!!!

Lynn :^)

SanfordWhiteman
Level 10 - Community Moderator

Re: Last Form Fill Out

So happy to help!

Priyank_Joshi3
Level 5

Re: Last Form Fill Out

Hi SSR,

You can create Last Touch field and populate the info based on the form fill out. Say, if a lead fills out form for business vertical xyz, populate the value for respective field/with form fill info. You can also create segmentation around your business verticals. This would bring ease for your to identify how many leads belong to which business verticals.

Thanks!

Priyank