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

Marisa_Rybar · ‎09-21-2015

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

John_Clark1 · ‎09-30-2015

You're welcome!

1. Yes, one campaign, once activated, would work for any form fill out in your instance, no matter where the form lives, in Design Studio or an program.

2 No, you wouldn't need the custom field on your forms because the trigger campaign would capture the name of the form and populate the field after fill out.

3. The {{trigger.name}} token will populate with whatever the name of the asset is that triggered the campaign. If it's a Filled Out Form trigger, then yes, it will be the name of the form. If you're using that token in a campaign with a Visited Web Page trigger though, then the token would populate with the name of the webpage that was visited. The token takes its value from the trigger, and it will always be the name of the asset (i.e. form name, website, etc)

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SanfordWhiteman · ‎09-30-2015

(By the way, I want to track all of the forms people fill out)

But the method you're following does not create a history field stored directly on the lead record.

You can filter on the Filled Out Form events in the Activity Log (until the activities expire, by default 90 days). The field you're continuously overwriting should still be called Last Form Title for the aforementioned reason...

John_Clark1 · ‎09-30-2015

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

Anonymous · ‎09-21-2015

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

Marisa_Rybar · ‎09-21-2015

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