Fills Out Form trigger...but isn't created by

James_Glavin
Level 5

Fills Out Form trigger...but isn't created by

Hi all,

I'm trying to find an elegant way to have a smart campaign be triggered off the activity that someone fills out a form, but only if it's a pre-existing lead. I'm setting up campaigns triggered when a new person fills out a form (using the Person is Created trigger with the Form Name constraint), and I'd like an equivalent program for people filling in a form who already exist in Marketo.

What's the neatest way of achieving this?

5 REPLIES 5
Chris_Morris1
Level 4

Re: Fills Out Form trigger...but isn't created by

Could you use the 'Form Filled Out' trigger with a filter of 'Created At' to identify leads which already exist? The 'Created At' filter/constraint could have a timeframe which makes sense for your use case.

SanfordWhiteman
Level 10 - Community Moderator

Re: Fills Out Form trigger...but isn't created by

Chris's suggestion is good, but I worry about the imprecision (Marketo doesn't have the time granularity that would be necessary to distinguish between a Created At that's 30s ago and one that's 15s ago).

So I would go right to the source.  Create a hidden random field on the form like LastFormSubmissionID. When you see a Data Value Change on that field, that means, without exception, that the form has been submitted again (since the first time it won't be a change).

James_Glavin
Level 5

Re: Fills Out Form trigger...but isn't created by

That's very clever...I'm going to do some experimenting with this!

Taylor_McCarty
Level 4

Re: Fills Out Form trigger...but isn't created by

This may not work at all, but just a quick thought. Could you not do a fills our form trigger with the specific form identified and then do a "not person was created" with a constraint of "form name: is not empty"? I attached a screen shot as well for visual reference. Again this may not help, but just tossing it out there. Screen Shot 2018-05-23 at 2.29.49 PM.png

SanfordWhiteman
Level 10 - Community Moderator

Re: Fills Out Form trigger...but isn't created by

But that won't account for people created by Form A who later fill out Form A. Nice thought, though.