I've been tasked with creating a form that will only ask for email and country- UNLESS the lead is known (aka in our database). If known, the form should require additional info (name, company, etc.). Is this even possible?
I've been tasked with creating a form that will only ask for email and country- UNLESS the lead is known (aka in our database). If known, the form should require additional info (name, company, etc.). Is this even possible?
The second option, we would be looking for them to complete their existing profile.
If their session is anonymous, you cannot know until they've filled out the form that they would be merged with an existing record.
Hence you have no idea, at the time they first see the form, how many fields to display.
Forms can switch fields depending on the characteristics of an existing associated session (hiding the form if the session is associated, for example, or displaying only empty fields). This is what Progressive Profiling and other features are all about. But it can't work when the server hasn't seen the person yet. Does this make sense?
Yes, that does make sense, thank you!
Can you explain how to only display empty fields?
Read up in the docs and previous Community posts on Progressive Profiling.
Let's be specific about "the lead is known." Do you mean
or