Form fillout activity | Community
Skip to main content
A
Anonymous
March 7, 2016
Solved

Form fillout activity

  • March 7, 2016
  • 4 replies
  • 6747 views

Is there a way to expose the date of activity for form fillouts?

We created a custom field to capture via token the date when a person fills out a form. We've found, however, that our own customers have been filling out lead forms erroneously which has polluted the data.

The ultimate question we want to answer is: how many leads did we get through form fill outs in e.g. January of 2015? If there were 300 such form completion, but from February 2015 to January 2016, 200 of those people again filled out the forms, then the custom field we have for capturing dates of form fill outs would get overridden and say we only had 100 leads in January. The historical data is lost.

With the date of activity field we could capture the *first* instance of when they filled out a form, rather than the last.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Grégoire_Miche2

Hi Loic,

you can create a smart list with a "fill out form" filter and set some date range (click the "add constraint" link and add the "date of activity" constraint.

Now if you do no want this to reproduce, you just have to go to admin -> field management, select the date custom field, then "field actions" -> "block field update" and block the update for form fillouts, flow change data value and lead detail update (and other sources, as you wish).

This will prevent anyone from tempering with the value in the field if there is one, but will not prevent the field to be entered a value if it is empty. Therefore, it will guarantee that you keep the first value in the field.

-Greg

4 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
March 8, 2016

Hi Loic,

you can create a smart list with a "fill out form" filter and set some date range (click the "add constraint" link and add the "date of activity" constraint.

Now if you do no want this to reproduce, you just have to go to admin -> field management, select the date custom field, then "field actions" -> "block field update" and block the update for form fillouts, flow change data value and lead detail update (and other sources, as you wish).

This will prevent anyone from tempering with the value in the field if there is one, but will not prevent the field to be entered a value if it is empty. Therefore, it will guarantee that you keep the first value in the field.

-Greg

A
Anonymous
April 27, 2016

I've marked your answer as helpful, but it help for getting the exact date of the activity. I would have to do a date range for every single day for e.g. 2016 to reveal the specific date (not just the month) that a person filled out a form.

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 28, 2016

Hi Loic,

With smart lists, yes.

Another technique is to create a compound formula field with the following formula: email + " - "+filled out form date, or last name + " " + company name + " - "+filled out form date (filled out form date being your custom field)

Then you create a lead performance report, you set a smart list to filter only the lead that have filled out the form and you group by the formula field. The report will give you a line for each lead.

The last, and most powerful feature, would be to use RCE, if you have it.

-Greg

Robb_Barrett
Robb_Barrett
Level 10
March 8, 2016

If you have a SC to track fills and set status you can look in the Results for the SC and filter by Fills Out Form. 

Robb Barrett
Robb_Barrett
Robb_Barrett
Level 10
June 9, 2016

Easy method:

Create a campaign triggered upon form fill out, will change the program status of the lead to "Fills Out Form" or something more relevant.

Now, after you get a few form fills, go into the Members tab. You'll see the member's name, you'll see "Changed Program Status" and the date is happened.  Voila!

Robb Barrett
    A
    Anonymous
    September 12, 2016

    We initially used the custom field approach, but that didn't work for us. This is because our leads can fill out forms multiple times per year (such as a returning lead x months later), and we are interested with each instance of dates (as opposed to the original or most recent).

    Our solution was to tie in Google Analytics/Adwords into the submit button, which date/time stamps each form fill out regardless of the number of times they return. In essence, I can see if "jane doe" filled out a form in January and again in April. Marketo doesn't offer an adequate solution for this.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    September 12, 2016

    What you would need is this:

    Vote

    -Greg

    Terms & ConditionsAccessibility statement

    Loading footer...