Trying to setup a lead alert on a two step form based on values from the first step. Sanford Whiteman maybe you have some thoughts on this?
My lead alert is defaulting to the last step even though I'm seeing the values in Marketo = what my add choice if then statement asks for. Also, I've added in a wait step of a few minutes to give Marketo a chance to read the data from the first form.
The send a lead alert is a fills out form trigger based off of the second form.
Now, I've done this before in just a 1 step form. VERY curious to why this drops off on the second form.
Any thoughts community?
Can you post a screenshot of the smart list?
P.S. I'm not a big fan of the "should be long enough" use of wait steps. I recommend triggering on data value changes, not estimated time elapsed for background processes.
I completely rebuilt the all the pages and programs from the ground up. Looks like it was a glitch in my workflow that I just couldn't locate.
Instead of a 2 step form, you may want to use visibility rules to display fields and change their labels in the first form.
Thanks for your response, certainly a solution, but we were looking to track drop offs in the process as it's not more of an application than a generic form.