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rachel2-2
Level 8
August 25, 2016
Solved

Block New Leads from Filling Out Form

  • August 25, 2016
  • 1 reply
  • 3765 views

Hi team,

My apologies if there's already a topic for this. I didn't really know what to search for. I have a form that will be on a page that will only be sent out to existing leads. I don't want any new leads ever created from this form. If (though unlikely) someone stumbles upon this form who isn't already in the system, I want to be able to display an error message letting them know that they can't fill out the form, and at the same time blocking the new lead from being created in Marketo. Is there any way to make this happen?

Thanks!

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Best answer by Devraj_Grewal

Rachel,

What you could do is run a smart campaign with the trigger of "lead is created" and source is web form fillout. Also bring in the filter of "filled out form" and select this form. The flow can simply be to delete the lead. So any new leads created from filling out this form will automatically be deleted.

1 reply

Devraj_Grewal
Devraj_GrewalAccepted solution
Level 10
August 25, 2016

Rachel,

What you could do is run a smart campaign with the trigger of "lead is created" and source is web form fillout. Also bring in the filter of "filled out form" and select this form. The flow can simply be to delete the lead. So any new leads created from filling out this form will automatically be deleted.

R
rachel2-2Author
Level 8
August 25, 2016

Thanks Devraj. That's what I ended up doing just to get this rolling. Was hoping for an alternate option but this will have to work.

Devraj_Grewal
Devraj_Grewal
Level 10
August 25, 2016

Also for the filter of "filled out form" make sure you use the constraint of "in the last 10 minutes" or so.

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