Form Field Value as a constraint for Fills Out Form trigger | Community
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Andy_Varshneya1
Andy_Varshneya1
Level 7
March 15, 2016
New

Form Field Value as a constraint for Fills Out Form trigger

  • March 15, 2016
  • 4 replies
  • 3951 views

It would be very helpful to have a constraint on triggers and filters that allows us to check for the value of a form field at the point of the form fill. The reason a second filter of FieldName equals/contains/starts with/etc doesn't work is because sometimes the field values changes quickly if they're filling out multiple forms and can result in false positives or false negatives.

    4 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    March 15, 2016

    Hi Andy,

    It does not solve all the cases, but on the "data value changes" trigger and "data value changed" filter, you can use "Reason" and "Source" constraints.

    Source will need to be "Web form fillout" to filter the changes that are due to form fillouts.

    Reasons includes the URL of the LP.

    E.g.:

    Reason:

    Form fill-out, URL: infos.inficiences.com/20160315-Seminaire-Marketo-inficiences-alignement-marketing-ventes-Registration.html?utm_source=inficiences&utm_campaign=SMR20160315&utm_content=seminar&utm_medium=email&mkt_tok=3RkMMJWWfF9wsRoluqnPZKXonjHpfsX56%2B4tW6%2BwlMI%2F0ER3fOvrPUfGjI4DScJgI%2BSLDwEYGJlv6SgFT7nGMal50LgLXRE%3D

    Source:

    Web form fillout

    -Greg

      Andy_Varshneya1
      Andy_Varshneya1Author
      Level 7
      March 15, 2016

      Interesting, never thought to look there. Thanks as always Greg.

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      March 15, 2016

      Hi Andy,

      One of the main limitations of the "data value changes" constraint is that it does not give the form ID nor the form name, just the URL. But it's better than nothing

      Just added this idea:

      -Greg

      A
      Anonymous
      March 15, 2016

      Another way I have handled this situation in my smart campaigns is to simply use Fills Out Form in the smart list section, then in the Flow step, start with a 1 or 2 minute wait. Following that, you can plug in your Change Data Value step (or whatever you want to do) but add an 'if' constraint based on the form value that action is dependent on -- ie Add to SFDC Campaign if form field A is TRUE

        Grégoire_Miche2
        Grégoire_Miche2
        Level 10
        September 23, 2018

        Another reason for this idea is the time it takes to update the database and the issues when you want to combine fills out form with testing some values.

        -Greg

        K
        kh-lschutte
        February 6, 2020
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