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Anonymous
May 6, 2016
Question

preventing progressive forms overwriting records

  • May 6, 2016
  • 2 replies
  • 1738 views

We have been using progressive profile forms for the past year.

We have encountered a reoccurring issue with people forwarding the email and completing forms using the credentials of the original recipient. I found in a discussion previously that someone had used a token called {{form.not you}}.

If this token does exist and you have used it can you please outline the best way to implement? Or is there another way to embed a code or field so that the person completing the form has different contact information displayed they can reset the form and provide the correct contact details?

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 6, 2016

Hi Bekkah,

Look into this feature:

The doc will describe the tokens avialble in this context, including the "not you"

Show Custom HTML Form for Known Leads - Marketo Docs - Product Docs

-Greg

SydneyMulligan
SydneyMulligan
Level 7
May 18, 2016

You might also want to look into your field manager and block updates from form fills for the Email Address field.

SanfordWhiteman
SanfordWhiteman
Level 10
May 18, 2016

If someone changes the email, they aren't updating the field, they are switching the context to another lead.

SydneyMulligan
SydneyMulligan
Level 7
May 18, 2016

Right, which is where using the {{form.NotYou}} token is helpful - shown by default in the "If known visitor" HTML - as @Grégoire_Michel suggested. Just offering an alternative idea if that's not what she was asking.

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