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Re: Progressive Profiling working backwards?

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Hobie_Thompson1
Level 4

Progressive Profiling working backwards?

I've experienced this for a while, but finally thought I'd ask about it. Unless I'm reading the documentation wrong, it should display extra fields set in the progressive profiling section in the form designer if a user is cookied and has previously entered the non-progressive profiling fields.

form_settings.PNG

Here, my understanding is if I've never filled my information into a form before, I'll only get the top 4 fields, but I'll get all 7 if I've entered the top 4 fields before and I haven't cleared my cookies or anything.

But, when I visit a page with this form setup as a cookied user who has entered those fields before, I get only get the first four fields:

example_cookied.PNG

However, when I clear my cookies entirely, and visit the page, as if I'm visiting for the first time, I get all seven fields (e.g., I get the progressive profiling fields):

example_non_cookied.PNG

Am I not understanding progressive profiling? Or is there something else going on here?

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SanfordWhiteman
Level 10 - Community Moderator

Re: Progressive Profiling working backwards?

I think I see your confusion now, Hobie. You were thinking ProgPro only begins after an initial set of data comes in. That's not so: if you have M fields in your ProgPro fieldset, and if up to N are set to display at a time, then a first-time visitor will see ​N ​fields.

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Jim_Thao7
Level 9

Re: Progressive Profiling working backwards?

During your cookied visit, did your lead record already have an Address, Zip Code, and Phone Number?  If so, it's working correctly.  If not, it should've shown you those 3 fields, or at least any field that did not already have a value.

Hobie_Thompson1
Level 4

Re: Progressive Profiling working backwards?

It did, so that answers part of my question. Why would the progressive profiling fields show up when I accessed the landing page with a cleared cache? My understanding would be I'd only get the top four fields.

Jim_Thao7
Level 9

Re: Progressive Profiling working backwards?

From your screenshot, you only had the 3 fields as part of your progressive profiling.  The first 4 fields "always show".  Therefore, you'll see 7 fields altogether.  4 Fields that always show, and 3 progressive profiling fields. 

Hobie_Thompson1
Level 4

Re: Progressive Profiling working backwards?

Right, but why would the 3 progressive profiling fields show up to a brand new visitor?

SanfordWhiteman
Level 10 - Community Moderator

Re: Progressive Profiling working backwards?

I think I see your confusion now, Hobie. You were thinking ProgPro only begins after an initial set of data comes in. That's not so: if you have M fields in your ProgPro fieldset, and if up to N are set to display at a time, then a first-time visitor will see ​N ​fields.

Hobie_Thompson1
Level 4

Re: Progressive Profiling working backwards?

Ah hah, that is definitely it. Thanks, Sandy!