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

[John_Clark1]

Correct, but you'll need to set that custom field up on all of your forms, now and in the future, if you want it to populate for all of them that way.

The campaign will populate it for you without having to put the field on every form.

[Marisa_Rybar]

Ok, I think we're getting there. I definitely feel solid about the hidden form field possibilities and restrictions.

For the trigger campaign option, I have a couple more questions (thank you so much for all your time by the way!!!):

1. Clarification: If I schedule a trigger campaign, I can build just one for all of my programs, correct?

2. If I build a trigger campaign, do I need to include the hidden field on each form? (I understand that there is a step I don't need to do if I do the trigger campaign, but I'm not clear if that means that I simply don't have to set the default value or if I can leave the field off of the form entirely.)

3. I haven't worked with trigger tokens before, so this may be a really dumb question: Is {{trigger.name}} always in reference to a form title?

4. Pending the answer to #3, do I need to set anything on the trigger token to specify that I want the form title?

[John_Clark1 · Accepted solution]

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)

[Marisa_Rybar]

By George, I think I've got it!!! THANK YOU SO MUCH!!! This makes total sense now.

You are a lifesaver. Thank you!!!

[SanfordWhiteman]

(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...

[Marisa_Rybar]

Hi John,

Ok, I've got a question on this now. The reporting seemed to be working fine last week except that there were a few forms that were being used on several landing pages, which was making it hard for me to know which landing page they were actually filling out. So, I went through and cloned some forms so that each landing page has its own form so that I can see which LPs are being filled out.

Now this week I'm looking at my report, and most of the fields for Last Form Title are blank. When I click into the lead detail, it says, "Skipped 'Do Nothing' was set for this choice" next to Change Data Value where the Campaign Name is Fills Out Any Form: Form Title Trigger. The few leads that do have a value under Last Form Title had filled that form out last week and were return visitors, so the form they filled out this week did not get logged.

I just checked the smart campaign, and it looks like everything is still set up correctly as we had discussed last week where the "Fills Out Form" smart list is [Full List of Forms] and the Flow step is Change Data Value > If Last Form Title > Is > ... wait a second. There's something weird here. There are only 6 form titles available to me here. Is this why this is being skipped? Have I missed a step? Why don't I see all of my form titles here?

[John_Clark1]

Hi Marisa,

You said you had cloned some forms, which would mean they would need to be added to the list of 6 you had in your campaign already, right?  I might be off on that, it's Friday and my brain isn't running on all cylinders today.

John

[Marisa_Rybar]

Yep, I would like to add them to this list, plus it's missing a few other earlier ones. However, the "Add New Values" drop down in the Multiple Value Chooser is not giving me any other options besides these six. Do I really need to manually type all of them in here? It seems odd to me that it's not automatically populating them into my options in the drop down list, so I'm wondering if I've done something wrong in their form set up.

[John_Clark1]

Hi Marisa,

What does your smart list look like for this campaign?  You said you wanted this to work for any form in your instance, right?  If so, then you wouldn't need any kind of choice in the flow step.  The campaign would just be Filled Out Form > Is Any and then in the flow, Change Data Value > Last Form Title = {{trigger.name}}

The choice in the flow step isn't needed because it doesn't matter what the form name is, the campaign should put it in the Last Form Title field no matter what, right?

John

[Marisa_Rybar]

Yeah, so I've got the smart list set up with Form Name > Is Any, but I just realized I had it set up to specify a web page, for which I had selected all. (I think my thinking on this last week was that I might be able to view the landing page associated with the form, which I was not able to do...however, last week I was also able to view this report just fine, so I'm not sure if this is the problem.) I've just removed the web page constraint > for which I'd added all.

What if in the Flow Step I chose If Last Form Title > Is Not Empty instead of trying to select the form titles themselves, which I'm only getting 6 options? Do you think this would work? I seems worth a shot, yeah?