Custom Form Fields with Individual Flows

[Anonymous]

Thank you, that is very helpful! I think I was going about this the hard way. I was trying to create smart lists external of the flow first, then create the flow. Now I have gone into the custom flow and built the smart list (within the flow) based on your suggestion.

[Dan_Stevens_]

You still need to replace the DVC filter with the actual attribute.  DVC will not affect net new people to your database.

[Anonymous]

Thanks, Dan! Made the change.

I'm going to continue working on the flows and run some tests. Will let you know if I run into more obstacles. Thank you for all the help, this has been super beneficial for me!

[SanfordWhiteman]

As you build out in accordance with Justin's (great) suggestions, also consider whether these fields should indeed be Booleans (which may be the most obvious -- but not best -- datatype to present as a checkbox on forms).

You can get a lot more out of Datetime or Date fields instead. You can still present checkboxes on the form side, but (using a bit of Forms JS customization or a Flow step) have the fields be SalesInterestAsOfDate, TrainingInterestAsOfDate, etc. and so directly reflect the lifecycle. (And of course, by being empty/non-empty they also represent true/false, so they're a superset of Booleans.)

Much food for thought here, but definitely listen to Justin's suggestion and think about your whole buildout as opposed to just this one piece, which on its own is simple.

[Grégoire_Miche2]

Hi Chasity,

You probably want to look at Marketo university and get some training. The 2 systems (Hubspot and Marketo) are different enough to justify a minimum retraining.

Start here: Official Marketo Training and Education - Marketo . Some of the free training will give you a head start.

-Greg

[Anonymous]

Hi Greg,

I appreciate the suggestion and yes, I am currently participating in Marketo training via the Learning Passport.