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marija_Milanova
marija_Milanova
Level 2
October 29, 2018
Solved

Progressive profiling - Subscribe to marketing updates

  • October 29, 2018
  • 2 replies
  • 5674 views

Hi,

I have a challenge with the progressive profiling on forms, and I have been trying to solve this, but no success. I have the following fields to always display:
*First Name: prefill enabled*Last Name: prefill enabled
*Email: prefill enabled
*GDPR Consent box: prefill disabled

Progressive profiling fields: (show 3 fields)
*Industry (dropdown): prefill enabled
*If industry is Other from the dropdown - a free text field will display. prefill enabled
Marketing consent checkbox: prefill enabled

*Country: prefill enabled

Job title

My challenge:

- If marketing consent checkbox is checked (TRUE) I don't want it to show again - This is ok and it works.

- If marketing consent checkbox is unchecked (FALSE) I want it to display again - but it doesn't

Here is an example landing page (in Swedish): go.arvato.se/OnDemand_Digtital-tillvaxt_Registration.html

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Best answer by Grégoire_Miche2

Hi Marija,

Instead of using Progressive profiling to hide/show your consent field, create a new "consent date" field in your database. Set a smart campaign that adds the {{system.date}} to this field each time the value of the consent field changes to True and when the person is created with a True consent.

Then in the form, add the date field, hidden type, prefill enabled.

Then create a visibility rule that shows the consent field only if the consent date is not empty.

If you need to reorder the fields, use Sandy's framework. See here: https://nation.marketo.com/message/196314-re-embedded-forms-progressive-profiling-visibility-rules#comment-196314

-Greg

2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
October 29, 2018

You'll need to move the thread to Products .  This isn't a support space (Move link to the right).

    marija_Milanova
    marija_MilanovaAuthor
    Level 2
    October 29, 2018

    Thanks for the notification Sanford, I moved it now.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    October 29, 2018

    Beyond Greg's suggestion to change your tack for this particular field -- what you're seeing is an essential conflict between Visibility Rules and Progress Profiling.  If you remove the VR for Alt Industry the behavior will be what you expect. Also, it's more manageable to avoid using a separate field for "Other" choices. See this post: https://blog.teknkl.com/forms-add-other-option-without-new-field/

    Grégoire_Miche2
    Grégoire_Miche2Accepted solution
    Level 10
    October 29, 2018

    Hi Marija,

    Instead of using Progressive profiling to hide/show your consent field, create a new "consent date" field in your database. Set a smart campaign that adds the {{system.date}} to this field each time the value of the consent field changes to True and when the person is created with a True consent.

    Then in the form, add the date field, hidden type, prefill enabled.

    Then create a visibility rule that shows the consent field only if the consent date is not empty.

    If you need to reorder the fields, use Sandy's framework. See here: https://nation.marketo.com/message/196314-re-embedded-forms-progressive-profiling-visibility-rules#comment-196314

    -Greg

      marija_Milanova
      marija_MilanovaAuthor
      Level 2
      October 30, 2018

      Thank you This solution worked perfectly!

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      October 30, 2018

      It happens that the community provides good advice

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