4 Replies Latest reply on Jan 23, 2018 11:40 AM by Trevor Parsell

    Putting Last Filled Out Form Field in Report

    Nick Nappo

      I have dozens of people who registered for an event.  They're appearing on the Registered smart list, and now I want to go back and populate this smart list with the dates they filled out the form.  What would be the best way to do this?

      Thanks!

        • Re: Putting Last Filled Out Form Field in Report
          Trevor Parsell

          Hey Nick,

           

          I would recommend setting up interesting moments and using a "Last Interesting Moment Date" and "Last Interesting Moment Desc" fields to track this kind of activity in the future.

           

          If you are going to use this on a regular basis going forward, you could also create a "Last Form Fill Date" field and use a smart campaign to time stamp each time a form is filled out. However, I would recommend using interesting moments instead as they are more flexible and can show you the date of many different possible activities.

           

          Thanks!

          Trevor

            • Re: Putting Last Filled Out Form Field in Report
              Nick Nappo

              Thanks, Trevor.  I'll look to implement that moving forward.

              In the meantime, however, do you have any suggestions for a smart campaign

              flow that would regressively assign the Last Filled Out Form date to each

              lead?

               

              On Tue, Jan 23, 2018 at 12:35 PM, Trevor Parsell <

                • Re: Putting Last Filled Out Form Field in Report
                  Sanford Whiteman

                  This is far harder to do after the fact and why, like Trevor says, you should always have your Filled Out Form trigger(s) set up in advance (write {{system.datetime}} to a lastFormFilloutDT field and this would be all done for you).

                   

                  You can't directly pull date values from the Activity Log in a batch.  Unless you're only talking about a short range of days -- you could create separate SCs and/or group-by SLs if you only had, say, < 7 days to work with -- you'll need to read these activities out via API and then write the lastFormFilloutDT field.

                  • Re: Putting Last Filled Out Form Field in Report
                    Trevor Parsell

                    Hey Nick,

                     

                    As Sanford mentioned, this is more doable if the range of possible form fill dates is small. You can create a smart campaign like this for each possible date:

                     

                    Smart List:

                    Flow: Update your "Last form fill date" field

                     

                    You would then repeat this for each possible date.

                     

                    Thanks!