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Re: Collecting data on a form but only using if it doesn't already exist on the lead

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Megan_Koelemay
Level 4
We have a Marketo form with first name, last name and email address fields.  Is it possible for the form to accept a first and last name but only use that data if it doesn't already exist on the lead? 
 
We have a business use case where we want to be able to send the name for associating with new leads, but would like to avoid changing the name of a lead if the same email address is used for multiple people.  
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Kaitlyn_Simko
Level 4

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

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6 REPLIES 6
SanfordWhiteman
Level 10 - Community Moderator
Yes, Block Field Updates from Form Fills (you don't need a temp field).
Megan_Koelemay
Level 4

That's a global setting, correct?  Or can you apply it to specific forms only?  

SanfordWhiteman
Level 10 - Community Moderator

That’s correct. If you needed to apply the concept only to selected forms, you’d need proxy fields as Kaitlyn suggests.

Megan_Koelemay
Level 4

Thanks @SanfordWhiteman!  Looks like we'll need to use the proxy fields in this instance.

Kaitlyn_Simko
Level 4

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

Megan_Koelemay
Level 4

 Thanks @Kaitlyn_Simko! That's just what we need.