SOLVED
@MarianoAdunseCO wrote:
How do I prevent the Referee email address field from clearing whilst making the first post @Darshil_Shah1 ? Do you mind posting a code snippet, please?
Well, it's pretty straight forward - just remove the setValues method from the referrer's form post - and clear out the value of the referee's email address field used on the form during the form post 2, i.e., during the referee's form post. Refer below:
MktoForms2.whenReady(function(form) {
var originalValues;
form.addHiddenFields({'_mkt_trk':''});
form.onSubmit(function(form) {
originalValues = form.getValues();
})
form.onSuccess(function(vals, thankYouURL) {
this.onSuccess(); // clear onSuccess for 2nd run
this.setValues({
'LastName': '',
'FirstName': '',
'Email_Address_2__c':'', //Replace 'Email_Address_2__c' with the API name of the Referee's email field
'_mkt_trk': '',
'Email': originalValues['Email_Address_2__c']
/* Add the API name of the Email Address in the Key ('Email') and Referee's email address field in the value, i.e., replace 'Email_Address_2__c' with the referee email field's API name in the originalValues['Email_Address_2__c']*/
});
this.submit(); // send it again
}.bind(form));
});
I quite like the idea of using a Smart Campaign to append the referee emails to a text field, @Darshil_Shah1 . I assume I'd use some simple logic to handle this, right? I.e. Fills out Form > Change Data Value (text field >> {{referee.referee field}}). Is this correct? Or will Change Data Value update the text field with a new value every time...? I'm thinking it will...?
Yeah - you would want to trigger on the fills out form activity, in the flow I would recommend clearing out the data from referee's email address field, after appending the data to the text area field - you can add in the filter in the SL to check for the non-empty values for the Referee's email address field. Your smart campaign should look something like below (I've used the placeholder field/form names - change them as per your setup).
If required, you can add a condition in the 1st change data value flow step to ensure that you do not end up re-adding the same referee email address field in case the referrer refers the same person more than once. The flow in that case would look something like below:
Also, make sure you update the campaign qualification rules to allow people to run through the campaign multiple times.
@Darshil_Shah1 I found this article for appending data to a text field.. This is correct, right? Also - does it have to be a free text field? Or can it be a simple string? Thank you!
Well, string field has a character limit of 255 chars - data beyond the 255th char will get truncated thereby limiting the number of email addresses that you can store in the field. The text area field enjoys much higher character limit of 65535 chars when updated via GUI/API - which should be sufficient for storing quite a lot of email addresses (at least much more than a typical referrer would refer).
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