How to get the list of people who filled out the form?

[S_D1]

Hi,

My team recently executed a webinar. We have different forms to register.

I am getting the following information:

How to get the details( Name, email id) of prospects who filled out the form? ( 61 Views, 43 Filled out Form (70%)

Status:

Approved

Type:

Individual Landing Page

Editing Mode:

Guided Template

Statistics:

61 Views, 43 Filled out Form (70%)

All Time - Report Settings

[Dan_Stevens_]

What you included here is a triggered smart campaign (which also includes a smart list - all smart campaigns do).  Triggered campaigns are used to "listen" for real-time activity.  If you had this in place during the entire time that the program/campaigns were active, you should be good - and can view your results in the "results" tab.

Since it sounds like you want to analyze prior/historical activity, what you want is a standalone smart list where you include the appropriate filters (e.g., FILLED OUT FORM and MEMBER of PROGRAM) and then view the actual people by clicking on the PEOPLE tab:

It might be helpful if you head over to product docs and take some time to learn more about smart campaigns and smart lists:

Smart Campaigns - Marketo Docs - Product Documentation

Smart Lists and Static Lists - Marketo Docs - Product Documentation

[S_D1]

Hi Dan,

If I create a SMART CAMPAIGN - it has to be IN PLACE  during the program is running to get the people who filled up the form.

if not done during the time the program was running, I can get the same list of people LATER by creating a SMART LIST.

AM I Correct??

[Dan_Stevens_ · Accepted solution]

That's correct - to a point.  Don't forget, smart campaigns do "things" by including a series of flow steps (e.g., change program status, change data value, sync, etc.) for those people/leads that qualify in the smart campaign's smart list.  So if you forget to turn this on when the program is made active (meaning all the smart campaigns have been activated), then the way to remedy this would be to clone the trigger campaign and change the TRIGGER to a FILTER.  And then run once to have it catch up (up to the date that the current trigger campaign was finally activated).  In your case, you would simply change FILLS OUT FORM to a FILLED OUT FORM filter.

Standalone smart lists, on the other hand, are to identify specific people/leads who qualify for all the filters you defined in the smart list.

[S_D1]

Hi Dan,

Do we need to use Query String ( UTM code) in both the cases - Smart campaign trigger ( during program running) or smart list filter( after program ) to get the list of people who filled up the form.

If yes, Can we reuse the same UTM code ? I have one UTM code used in previous program, but the program is presently INactive. Can I use same UTM code to track future program?

[Dan_Stevens_]

You should only use those attributes/filters/constraints that are needed to accurately/uniquely qualify these leads/people.  Is the form the only form that can appear on the landing page?  Are you doing anything special with those leads that qualify based on their UTM values?  If not, then you can get by with just FORM NAME is "name of form" (this is more efficient than "any"); and WEB PAGE is "name of LP".

As for re-using UTM codes, absolutely.  UTM codes should be re-used/standardized (some may be unique, like "utm_campaign") - it's the combination that's used to define proper attribution.  For example, you should use a standardized set for your "utm_channel" values.

[S_D1]

Yes, I have one form per landing pages on company website.

Not Clear : Please explain

Are you doing anything special with those leads that qualify based on their UTM values?  ---> What special things can be done? Why do we even use query string / UTM code?

Got your point - re-used/standardized of UTM

[Dan_Stevens_]

Yes, I have one form per landing pages on company website.

The value you have here is not a company website URL - but rather a Marketo landing page name.  Are you by chance embedding your forms on your site using the iframe approach?

[Dan_Stevens_]

Not Clear : Please explain

Are you doing anything special with those leads that qualify based on their UTM values?  ---> What special things can be done? Why do we even use query string / UTM code?

What i mean is can you achieve your same result without including the utm constraints?  Or do you specifically want to know who filled out the form by accessing the page with those specific parameters?  When I referred to "do anything special", I wasn't sure if you were talking about the smart campaign - where you would execute specific flow steps based on just those leads that qualify using the smart list criteria - or a standalone smart list.

[S_D1]

1. What i mean is can you achieve your same result without including the utm constraints? ----->

I am not sure. We always use Query string contains utm_source= marketing , respective it is Marketo landing page or company website.

2. Or do you specifically want to know who filled out the form by accessing the page with those specific parameters?

I specifically want to know who responded to my email --> opened my email, clicked on CTA and filled out form .

Why do we even use utm code?

Thanks,

Sagorika

[Dan_Stevens_]

I specifically want to know who responded to my email --> opened my email, clicked on CTA and filled out form

If you're driving KNOWN users to your landing page (via email), why even require a form?  And if you really want to step it up a notch - to allow users to download the content directly from the CTA link in the email - and have them cookied - follow the process here to have it all done within a single click (thanks Sanford Whiteman​ - for this useful approach):

http://blog.teknkl.com/stop-using-direct-download-links-unless-you-like-losing-tracking/

[S_D1]

Super Helpful!

[Mark_McGourty]

Hi, I am looking for something similiar; I am looking for a list of active campaigns where the SL is simply Form Name "is any".  I can obviously isolate other campaigns off of knowing the form name or form ID; but would like to know what Smart Lists are active that look for where Form Name "Is Any". - Not sure if this is doable or not.

[Dan_Stevens_]

This is might be different from the request here - might be worth starting a new thread.  Are you looking for a list of "active smart lists" or list of people who qualified within those smart lists?

[SanfordWhiteman]

Start with a Smart List with the Filled Out Form filter.  You will not see on the generalized stats page.

[S_D1]

Hi Sanford,

Where will I get the details of the leads after creating the below mentioned smart list?

Thanks for your help