3 Replies Latest reply on Jun 27, 2017 2:18 PM by Grégoire Michel

    How to Track Multiple Submissions for the Same Form

    Krista Muir

      Hi there!

       

      Say I have a Smart Campaign that says "When Form X is filled out, then Add to SFDC Campaign B with Status =

      Responded" .

       

      If a lead fills out Form X on Day 1, and then many days later, fills out the same form - How do you handle that Campaign Member Status get updated?

       

      Is there a way or better recommendation to track:  even though the same form is filled out twice, the SFDC Member Status gets a new date stamp? This Date Stamp could potentially trigger an MQL status, will route to an SDR.

       

      Thank you!

      Krista

        • Re: How to Track Multiple Submissions for the Same Form
          Darrell Alfonso

          Hey Krista,

           

          The add to sfdc campaign flow step will skip if the lead already exists in the SFDC campaign. So you are ok there.

           

          If you are using salesforce for reporting, the "member first associated date" will not change, so good to go there as well.

          1 of 1 people found this helpful
          • Re: How to Track Multiple Submissions for the Same Form
            Kim Allen

            Hi Krista,

             

            What's your goal? What do you need to be able to do and see in reporting? If you care about tracking a form fill multiple times that would be a different recommendation than if you don't. Also, who needs to see this information (is it for tracking marketing touches, scoring, sales visibility, etc.).

             

            Kim

            1 of 1 people found this helpful
            • Re: How to Track Multiple Submissions for the Same Form
              Grégoire Michel

              HI Krista,

               

              Please move this question to Products  where it belongs. The specified item was not found.  is for generic marketing questions.

               

              You will first have to make sure that this SFDC campaign is not sync'ed with a Marketo program, otherwise, any "add to SFDC campaign or Change campaign status" flow steps will be ignored by Marketo.

               

              Also remember that "Reponded" is simply a sample member status in SFDC and can be changed, using the "advanced setting" in the campaign.

               

              Then, unlike Marketo programs SFDC campaign statuses can be changed backwards as well as forward. And a lead can also be removed from a campaign then added again, which will reset the member status dates.

               

              The way I would handle it is to have a "subsequent form fillout" member status (make it a response status), then when the lead fills out the form with min number of times is 2, I would set it to "Responded", then to "Subsequent form fillout".

               

              -Greg

              1 of 1 people found this helpful