Display Value vs Stored Value in Forms

[Anonymous]

Hi there,

I'm having trouble understanding how to tie stored values in forms back to a lead's profile. I have built a preference center page with a form that has three radio buttons. This form asks leads how often they would like to receive emails from us. One of the radio buttons is "Once a week" for the display value. When a lead indicated this preference and submits the form, I want to convert them to a Subscriber, which means I'd like that their Subscriber field checkbox will be checked on their Custom Lead Profile page.

How do I build in this functionality to point a form selection to perform an action on a field?

Thanks,

Mike

[Dory_Viscoglio]

Mike, is there more than one subscription option within the radio buttons? I'm assuming that there are multiple frequencies based on the fact that there are 3 options, so it sounds like you're also going to want to retain their frequency selection. I'd suggest a smart campaign listening for that form fillout, and if the radio button they select relates to "subscription", then do a change data value for the subscriber checkbox on their custom lead page.

I've also had some trouble with display value and stored value on the forms, so I keep both of the values the same. Probably something I should reach out to support about...

Hope this helps!

[Anonymous]

Hi Dory,

Thanks for the quick answer! That's what I figured I had to do but wasn't sure if there was another way. You are correct in assuming there are two other subscription options. I will build out 3 smart campaigns to listen for preference updates.

Thanks again!

[Anonymous]

One more question. When I create the smart campaign that listens for the form fillout, how do I write the smart list to listen for the form fill out AND trigger an action based on the specific field filled out in the form?

[Dory_Viscoglio]

Within the flow steps you can add constraints, so you could say for a data value change "If frequency is weekly, change subscriber to true" If frequency isn't weekly, then it won't make the checkbox for subscriber true. 

[Anonymous]

Hi Mike,
maybe "Data Value Changes" is easier and you can add a Constraint "New Value is". Could be a combination of Form+Data Value or just the Data Value.

Best regards

Steffen