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Embedded form visibility rules that rely on lead data do not function as intended

Question asked by Dan Stevens. Expert on Dec 8, 2015
Latest reply on Dec 8, 2015 by Sanford Whiteman

We use embedded forms on our website.  One of the fields is an opt-in checkbox.  When checked, we have a flow step that also populates an "opt-in date" field. If the lead had opted in during a prior form submit, we want to hide that field.  The thought was to define a visibility rule on the opt-in field to only display if the hidden "opt-in date" value was empty.  This isn't working for us.  I'm assuming this is because there's no way for Marketo to prepopulate the hidden date field since this is an embedded form, correct?  I think what's needed are separate trigger campaigns that do all of this processing after the form has been submitted (e.g., "Data Value Changes" of the opt-in field from "false" to "true" AND if "opt-in date" is not empty, then reset "opt-in" to TRUE.