Filled Out Form as a choice - Clarification | Community
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Itay_Billet4
Itay_Billet4
Level 8
January 20, 2013
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Filled Out Form as a choice - Clarification

  • January 20, 2013
  • 5 replies
  • 2063 views
I was just wondering if using "Filled Out Form" choice on flows fires on the last submitted form (and not fire based on past activities)
For example, I created a smart campaign for form fillouts, so if a lead filled out a "Trial" form, his status is changed. if it's a different form, it skips the status change.

Thanks

Itay
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That Flow will change the status of any lead who filled out the Trial Form in the past.

If you want to restrict it to particular set of leads, Elliott's right that you need to constrain the leads further with the Smart List earlier on.

You could alternatively create smart lists with Filled Out Form in past 30 Days for each type of Form if that is part of your goal.

Then your Flow would be:

Change Data Value:
Choice 1: IF Member of Smart List IN "Trial Form Fill Outs Past 30 Days" THEN Change Lead Status to "Requires Attention"
Default: do nothing

5 replies

A
Anonymous
January 20, 2013
Itay, filters are for all time unless you constrain the time frame, which you cannot do when it is used in the choice of a flow action.  If this smart campaign uses the Fills Out Form trigger in its smart list, use the "Form Name: is Trial" constraint and in the flow, the Change Data Value flow action would change the appropriate status.

If you need to set other values, create another smart campaign with the Fills Out Form trigger with the "Form Name: is any" constraint.
Itay_Billet4
Itay_Billet4Author
Level 8
January 21, 2013
So what's the usage for these values available in Flow Choices? (Filled Out Form, Clicked link, visit webpage etc...)
For example, If I have a smart campaign like this:

Smart List: Fills out Form: is any
Flow: Change data Value
      Choice: Filled out form: Trial Form
      Change Lead Status to "Requires Attention"
      Default: -Do Nothing-

I assume the lead status will change if the lead fills out a trial form. However, if the lead filled out a "Resource" form, will the data value change the lead status? (as the lead filled out a trial form in the past)
A
Anonymous
January 21, 2013
You are correct.  The flow action choices do not provide the ability to have constraints associated with the filter you select.  If you need to use constraints with filters, you'll have to do it in the smart list, not the flow.
A
Anonymous
Accepted solution
January 21, 2013
That Flow will change the status of any lead who filled out the Trial Form in the past.

If you want to restrict it to particular set of leads, Elliott's right that you need to constrain the leads further with the Smart List earlier on.

You could alternatively create smart lists with Filled Out Form in past 30 Days for each type of Form if that is part of your goal.

Then your Flow would be:

Change Data Value:
Choice 1: IF Member of Smart List IN "Trial Form Fill Outs Past 30 Days" THEN Change Lead Status to "Requires Attention"
Default: do nothing
Itay_Billet4
Itay_Billet4Author
Level 8
January 24, 2013
That makes sense, thank you both!
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