Clearing Lead Record for form submissions - History System

[Anonymous]

Hi All,

I was just wondering what is best practice for clearing lead record after form submissions.

Here is an example, a customer posts comments into a comments field one year ago. Now he resubmits a form but does not leave comments. The problem here is the new data is mixed with old which becomes problematic especially when sending an alert internally.

My initial thought is to have a data cleansing program that clears the comments after a set period of time, say 24 hours.

This problem extends to other fields also, for example if they are inquiring about different products.

Can I please have your thoughts and opinions on this.

Thanks

Matt

[Anonymous]

I think I have answered my own question. If this could be confirmed as best practice it would be much appreciated.

Possible solution: Include all fields as hidden on the form that you wish to be overridden with default value of N/A.

Thanks

Matt

[SanfordWhiteman]

You can store the last form submission timestamp (in its own lead field) and use that to age out certain data that becomes obsolete in practice, even if it is not technically superseded by newer values.

Also remember that using a separate history field allows you to keep historical data (and the current field can be emptied upon writing to the history).

[Anonymous]

Hi Sanford,

The history field is interesting, is there a thread somewhere regarding this a search didn't seem to bring anything up?

Thanks

Matt

[Josh_Hill13 · Accepted solution]

Marketo Hidden Tricks and Tips - Marketing Rockstar Guides

[Anonymous]

Thank Josh Hill​

I think I may have done something NQR. Can you please have a look for me.

Im getting this error msg.

This is the SM and Flow

Thanks again

[Josh_Hill13]

looks like your caps are off on the tokens. Gotta be exact.

[Anonymous]

Josh Hill​. Thankyou very much. I was a bit sloppy.

Fantastic solution, I also applied it to our feedback field.

Regards

Matt

[SanfordWhiteman]

If you want a linebreak between the history entries, you can do that too. Hit me up for the details (I have not published the method but several instances are using it).

[Anonymous]

That would be amazing mate, will do. thanks