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Displaying a Form Field Based on Person Attributes

Question asked by Troy Larson on May 17, 2018
Latest reply on May 17, 2018 by Jay Jiang

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Hey everyone, have a question for you all.

In our attempts to get GDPR compliant, I'm trying to figure out if it's possible to display a certain form field based off a person's location, whether they are a customer or not, and if they've already completed the field.

For example, if we know that a person is a customer then when they visit our form we hide a GDPR field. Or conversely, if we know they are from Europe and are not a customer we show them a specific GDPR field.

I know you can display fields based off other values in forms - for example if you say the territory you're in is N.America I know you can then show a country field with values of USA, CAN, MEX, however it looks like you can't combine things like this. For example: not customer and in Europe, then show field. Am I missing something? Can this be done? To do this, are we looking at something like site personalization?

Any ideas you guys have would be much appreciated.

Thanks,

-Troy

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Grégoire Michel May 17, 2018 1:07 PM

Hi Troy,

You could create a "GDPR status" field that is computed from your complex rules (smart campaigns with choices using smart lists as tests). Then add this field as a hidden field in all your forms and use is as the driver for the visibility rules.

-Greg

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Sanford Whiteman May 17, 2018 1:20 PM

Quite possible, but as you note, the Visibility Rules in the Form Editor won't cut it because they don't allow for multiple conditions.

Instead we use VRs based on a hidden field, but the hidden field value itself is set using JavaScript, so it can use any logic to decide the final outcome.

Or you can build the whole thing using only JS and CSS, no formal VRs at all.

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Jay Jiang May 17, 2018 5:49 PM

If you're using Marketo landing pages you can use a combination of dynamic content and different forms.

Personally, I'd opt to modify the form using JS since you'd probably be using a web service to get the country of a new IP address hitting your site anyway.

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Grégoire Michel May 17, 2018 1:07 PM
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Hi Troy,

You could create a "GDPR status" field that is computed from your complex rules (smart campaigns with choices using smart lists as tests). Then add this field as a hidden field in all your forms and use is as the driver for the visibility rules.

-Greg
1 person found this helpful
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Sanford Whiteman May 17, 2018 1:20 PM
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Quite possible, but as you note, the Visibility Rules in the Form Editor won't cut it because they don't allow for multiple conditions.

Instead we use VRs based on a hidden field, but the hidden field value itself is set using JavaScript, so it can use any logic to decide the final outcome.

Or you can build the whole thing using only JS and CSS, no formal VRs at all.
1 person found this helpful
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Jay Jiang May 17, 2018 5:49 PM
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If you're using Marketo landing pages you can use a combination of dynamic content and different forms.

Personally, I'd opt to modify the form using JS since you'd probably be using a web service to get the country of a new IP address hitting your site anyway.
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Displaying a Form Field Based on Person Attributes

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