Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

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Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

Is there a way to dive deep in to form-fill data to see how many people who fill out a form(s) are doing so for the first time, vs. times after that?

Essentially, we want to derive whether it's worthwhile for us to turn on Block Field Updates for a couple fields, but wouldn't want to do so if people appear to be deliberately updating their field info relatively regularly.

4 REPLIES 4
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Level 6

Re: Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

See if this helps.

1. Build a smart list to contain the records who have filled out the form a minimum of 2 times. <-- This will give you the number of records that have filled out the form more than 1 time.

2. Build a smart list to contain the records who have filled out the form, excluding the smart list you just built in step 1.  <-- This will give you the number of records that have filled out the form exactly 1 time only (first time).

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Level 10 - Community Moderator

Re: Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

Greg and I both like Jim's suggestion!

The only thing is, when it comes to ​updating fields ​this won't tell you if they just left the fields as-is or not (assuming they were Pre-Filled).

To actually see how often people are self-servicing their Marketo record, you need to extract the Activity Log (using the API) and then you'll be able to compare the form data itself.

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Re: Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

Aw man, that sounds like a schlep. Thanks for the information!

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Level 10 - Community Moderator

Re: Tracking New Person FORM fills vs. Repeat/Update Person FORM fills

You can also try this from another angle:

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But it's still not using the form itself as the first-class object. For that you need to extract the ActLog.