preventing progressive forms overwriting records

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Anonymous
Not applicable

preventing progressive forms overwriting records

We have been using progressive profile forms for the past year.

We have encountered a reoccurring issue with people forwarding the email and completing forms using the credentials of the original recipient. I found in a discussion previously that someone had used a token called {{form.not you}}.

If this token does exist and you have used it can you please outline the best way to implement? Or is there another way to embed a code or field so that the person completing the form has different contact information displayed they can reset the form and provide the correct contact details?

5 REPLIES 5
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Re: preventing progressive forms overwriting records

Hi Bekkah,

Look into this feature:
pastedImage_0.png

The doc will describe the tokens avialble in this context, including the "not you"

Show Custom HTML Form for Known Leads - Marketo Docs - Product Docs

-Greg

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Level 7 - Champion Alumni

Re: preventing progressive forms overwriting records

You might also want to look into your field manager and block updates from form fills for the Email Address field.

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Level 10 - Community Moderator

Re: preventing progressive forms overwriting records

If someone changes the email, they aren't updating the field, they are switching the context to another lead.

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Level 7 - Champion Alumni

Re: preventing progressive forms overwriting records

Right, which is where using the {{form.NotYou}} token is helpful - shown by default in the "If known visitor" HTML - as @Grégoire_Michel suggested. Just offering an alternative idea if that's not what she was asking.

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Level 10 - Community Moderator

Re: preventing progressive forms overwriting records

Blocking field updates on Email Address from form fills has no bearing on the problem, because that action is not being attempted.