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michellechopin
Community Advisor
michellechopinCommunity Advisor
Community Advisor
May 13, 2021
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Identify leads that have filled out multiple forms

  • May 13, 2021
  • 1 reply
  • 4846 views

We have a page on our website that gives leads the option to download up to 6 brochures. While we use the same form on each landing page, they are separated by a form name identified in the code and I'd like to see how many leads are downloading more than one form. 

 

I've only been able to pull a report and smart list that identifies how many leads have filled out each form using custom columns, but I can't seem to find, or figure out, how to identify leads that might have filled out 2 or more forms. Is that possible?

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Best answer by SanfordWhiteman

There actually isn't a built-in way to determine if they've filled out 2 or more different forms.

 

But if you choose to believe that 2 or more forms ≈ 2 or more different forms, or don't care about the distinction, you can use the "Min. number of times" constraint on the Filled Out Form activity.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
May 14, 2021

There actually isn't a built-in way to determine if they've filled out 2 or more different forms.

 

But if you choose to believe that 2 or more forms ≈ 2 or more different forms, or don't care about the distinction, you can use the "Min. number of times" constraint on the Filled Out Form activity.

    michellechopin
    Community Advisor
    michellechopinCommunity AdvisorAuthor
    Community Advisor
    May 14, 2021

    Thanks @sanfordwhiteman - that's also where I ended up too but as it doesn't QUITE meet what I needed, I was hoping there was another option or way to build it out manually. The form name is the same so that "min number of times" would technically work, it's the different forms that are what I am hoping to identify.

     

    If we have a lot of people downloading multiple brochures, I'd ideally push them into our general brochure nurture program, instead of the nurtures that are based on the individual brochures (they are regionally based) - if I can't identify who's downloading multiples at a glance, I wonder if I can use the Smart Campaigns to push people into the right nurture based on activity (i.e. fill out that specific form multiple times with any of the brochure names, then push them into the general nurture; if they fill out only ONE time based on the form itself, then I can push them into the specific nurture).

     

    Thanks as always for your help and insight  😀

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 14, 2021
    The form name is the same so that "min number of times" would technically work, it's the different forms that are what I am hoping to identify.

    This is kind of confusing b/c if if the form name is the same, then it's the same form — not different forms. 2 forms can't have the same name.

     

    Do you mean not "different forms" but "different submitted form data"?

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