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How to track click of a link in email + form completion

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Anonymous
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How to track click of a link in email + form completion

We have a short form and a long for on our site. When someone submits the short form, we automatically send them an email with a CTA button that links to the long form (because we want them to come back and fill out the long form).

How can I track how many of these people clicked through the CTA button in our email and actually filled out the long form?

I know how to see how many times people clicked the CTA button in our email but I need to know if they clicked the CTA button, then completed the long form.

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SanfordWhiteman
Level 10 - Community Moderator

Re: How to track click of a link in email + form completion

Depends on how the server-side plugin actually posts the data.

If they use a form post, you will get a Fills Out Form activity.

If they use a REST or SOAP API, you will not get such an activity, and you also are highly vulnerable to an instance-wide DoS against all your integrations.  They should not be doing this and I would yell at them if they are.

Neither of the above is following best practices for third-party forms, which should be using a hidden form submit on the client side.

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Anonymous
Not applicable

Re: How to track click of a link in email + form completion

You can do this with a smart list.

three Filters

     1)  Filled Short Form

     2)  Clicked Link

     3)  Filled Long Form

The results will be all of the people who took all three actions.

Anonymous
Not applicable

Re: How to track click of a link in email + form completion

Thanks Jamie,

Will this still work if I'm not using Marketo forms?

When add the "Filled out Form" filter to my smart list, I'm not able to choose out form because we are using gravity forms with a WordPress plugin.

SanfordWhiteman
Level 10 - Community Moderator

Re: How to track click of a link in email + form completion

Depends on how the server-side plugin actually posts the data.

If they use a form post, you will get a Fills Out Form activity.

If they use a REST or SOAP API, you will not get such an activity, and you also are highly vulnerable to an instance-wide DoS against all your integrations.  They should not be doing this and I would yell at them if they are.

Neither of the above is following best practices for third-party forms, which should be using a hidden form submit on the client side.

View solution in original post

Anonymous
Not applicable

Re: How to track click of a link in email + form completion

I got this to work!

I just had to drag over my form field that we created as a filter. Thanks for the help and advice!