Hi Team, we have a form for our employees to fill in on events to register certain leads.
I wanted to have some conditional logic of when filling out the form, the "thank you" page will display based if the lead exist already or not. Is that possible?
Itay, you may be able to achieve this with dynamic content/segmentation on landing page. Refer below -
The segmentation would likely be based on date lead was created, since they will be created as lead as soon as they fill the form and didn't previously exist in the database.
Won't work, Chirag. The next page after a form fillout is not guaranteed to have merged the cookie with an existing lead in the database. That association happens asynchronously -- perhaps only a second later, but that's too late.
The only way to do this reliably is to create a Lead Lookup Form that polls until the lead is associated. I've provided examples of this in the past.
Hi Sanford Whiteman, thanks for the advice. I couldn't find examples for the Lead Lookup Form. Any chance you'll re-share an example?
In the meantime we created an alert that is sent out to whoever filled in the form. It is not immediate, but it gives some indication.
That has no bearing on the issue, I'm afraid. Conditional Thank You cannot tell you whether a lead was already in your db.