Possible to add which form was filled out to a smart list?

[Marisa_Rybar]

Each week, I look at who has filled out a form by updating the date range on a smart list I have created in the Lead Database. The only qualification is that a lead has filled out any form. However, I'm wondering if it's possible to add a column to the leads report that shows WHICH form each lead filled out. It seems like it should be pretty straight-forward without having to go one by one through each of my landing pages to try to manually map it out.

Does anyone know how I can do this?

Thank you!

Marisa

[Anonymous]

Marisa Rybar​ FYI. I moved your post to the Products and Support​

[Marisa_Rybar]

Sorry about that. I'm new to Marketo. Thank you!

[John_Clark1]

Hi Marisa,

This could be done with a custom field and a token.

First, you would create a new custom field to hold the name of the form.  You could then set up a trigger campaign with a Fills Out Form > Is Any trigger.

The flow for the campaign would be a Change Data Value flow step, and you would choose the new custom field you created.  The new value for that field would be {{trigger.name}}, and this token would populate with whatever the name of the form is that they filled out.

You could then add the custom field to your smartlist view and you'd be able to see the most recent form each lead had filled out.  Keep in mind though that this will only populate for leads filling out forms after you activate the trigger campaign, and that campaign will overwrite the custom field each time leads fill out a form.  You'll always see the most recent form name in that field.

John

[Marisa_Rybar]

Thanks, John!

I'm finally now getting around to trying this out, and I have a question. Are you suggesting that I create a new custom field for each form where the name of the form is the name of the custom field? Or do I create a custom field that is named "Form Title", for which I add the form title in a text field on the form itself?

I really appreciate your help on this!

Best,

Marisa

[John_Clark1]

You would only need to create a single custom field.  The trigger campaign you set up would trigger anytime a lead fills out a form and populate the name of the form they filled out into that custom field.  This is done by the Change Data Value flow step and {{trigger.name}} token.  That token populates with the name of the form the lead filled out whenever they trigger the campaign.  Does that make sense?

John

[SanfordWhiteman]

Or do I create a custom field that is named "Form Title", for which I add the form title in a text field on the form itself?

This is what John meant.  I wouldn't call it Form Title, though.  I'd call it something like Last Form Title (if you are not preventing people from overwriting it on subsequent fillouts) or First Form Title (if you do choose to block updates).

[Marisa_Rybar]

Thanks guys. I'm still a little unclear though. (Sorry, I'm new at this.)

First part of my question:

So, when I'm creating my New Custom Field (as seen below), Sanford, you're suggesting I create this with the Name "Last Form Title." (By the way, I want to track all of the forms people fill out, not just the most recent one. Would you still call it this?) And I would create it as a String type, correct?

Second part of my question:

Then when I'm creating the form, I add the custom field. (Which I've tried here below.) Here's where I really get lost though.

1. How do I specify the form title as the response to field?

2. How can I hide this from prospects who are filling it out? (It would look really tacky for the landing page to show the form names on them.)

[John_Clark1]

You're right about the custom field being a string.

The issue with trying to track all of the forms a lead has filled out, is that you can't really do this simply with a single field.  The method I'm describing would give you the most recent form they filled out, and all of the rest of the form fill out activities would live on their lead record.  This custom field you're creating would get over-written each time they filled out a new field.

For the second part of your question, you can add the custom field to every form you create and set it to a Hidden type field on the form.  You would then edit the value for the hidden field to use a default value every time the form is submitted.  This is a value you would give it.

The other option is to have a smart campaign automatically populate this custom field whenever any form is filled out.  The smart list for your campaign would be a Filled Out Form trigger > Is Any.  This will fire anytime any form is submitted.  The flow for that campaign would be like below.

This flow step would fill the custom field with whatever the name of the form was that triggered the campaign.  You can see more about the trigger tokens here Tokens Glossary - Marketo Docs - Product Docs

Does that make more sense?

[Marisa_Rybar]

Aaaaaaaaaaaaaaah, ok. I think I'm understanding a little better now. And this is an either/or situation, right? I don't need to do the trigger campaign if I've already set default value on the hidden form field, right?