Can I use multiple form fields as constraints in a single filter? | Community
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Megan_Koelemay
Level 4
January 10, 2020
Question

Can I use multiple form fields as constraints in a single filter?

  • January 10, 2020
  • 2 replies
  • 5516 views

We incorporate forms in many places on our website with multiple options on each one, so to make things more efficient on the production and maintenance side, we use one global hidden Marketo form in the background, with several hidden custom fields to capture specific information about what instance of the form they came from and what combo of things they are requesting as part of the form submission

For example, we have a form where someone can sign up for our email newsletter, and there's also a checkbox option to request our print catalog.  We have another instance of this same form where someone can request a PDF with the same option to request a catalog.  

We want to trigger different campaigns based on which instance of the form they came from and the different options they select within (for example, if they don't request a catalog, they do not need to be passed to our catalog fulfillment team.  If they do, I want to deliver an email alert to the team.).  But to be able to tell this, it requires looking at a combination of our custom fields.  My question is, can I use multiple form fields as constraints in a single Smart List filter?  

I tried "Fills Out Form" trigger, but there aren't constraints for form fields.

I tried "Data Value Changes" trigger with Source=Web form fillout, but I can only look at one attribute at a time, and I need to use multiple attributes.  As I understand it, using two triggers is an "OR" relationship, not "AND."  

Help?!!

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
January 10, 2020

Can you move this to Products‌? I’ll answer there, and it will get more visibility. There will be a Move link in your view.

M
Megan_KoelemayAuthor
Level 4
January 10, 2020

Moved!  Thank you, Sanford!

SanfordWhiteman
SanfordWhiteman
Level 10
January 10, 2020

OK, thanks for moving it.

My first question is Why can’t you use a trigger on Filled Out Form, plus an ALL set of filters, including each of the fields?

That would be the most common approach. I’m not saying there aren’t exceptions where this wouldn’t be appropriate, leading to befuddling results. Buy why aren’t you trying this, exactly?

    Vladislav_Vagn1
    Vladislav_Vagn1
    Level 3
    January 13, 2020

    How about a trigger for Fills Out Form and then a wait step and multiple choices on the flow portion of the smart campaign.

    So if somebody filled Filled out your Newsletter form, you would trigger off that. Then in the flow you can wait for 60 seconds and do a send alert step with a choice If [Requested Catalog field] = TRUE then Send Catalog Alert to [Team email] otherwise do nothing.

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      January 13, 2020

      That doesn't solve the problem with the fields not all being interlocked and changing as a unit.

      The key is that Marketo offers no way, within the UI, to say "Does a form data payload match all of these characteristics?" (The payload can be viewed as a unit if you read the Activity Log via API -- but I just mention that for completeness, you can't reasonably process form posts that way.)

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