RSVP Yes or No CheckBox Help | Community
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A
Anonymous
March 7, 2016
Question

RSVP Yes or No CheckBox Help

  • March 7, 2016
  • 1 reply
  • 6275 views

Hi Everyone,

I wanted to know if the forms have the ability to do yes or no RSVP checkboxes and also recognize who replied yes or no. I'd like to create that type of RSVP option and then send a reminder to those who have not yet RSVPd a couple days before the event.

Any suggestions on how to approach this?

Thank you!

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    1 reply

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    March 7, 2016

    Sure, you can wire up a form field of the Radio Buttons type to a lead field like LastEventRSVP.  Two choices ("I will attend"/"I will not attend").  Trigger campaign that changes Program Status.

    This isn't necessarily the way that I'd do it, but if you want a quick-and-dirty solution and you're not concerned about someone simultaneously RSVPing for more than one future event, this will work for you.

    (If I were doing it, I'd likely set up a synthetic form and register the link clicks only.  This is more scalable because you don't need to deal with new field/s -- you can Change Program Status based directly on the click. Similarly, you could use two different email links, though this is not technically a form.)

      A
      Anonymous
      March 7, 2016

      Hi Sanford,

      Thank you for your help. I'm pretty new to Marketo so not sure I fully understand what you mean. I couldn't find the option for a defaul RSVP check box  so I tried to customize the form from "opinion of our company" to RSVP checkboxes. (see below for picture). Do you suggest that I create a separate trigger that changes the program status once they have filled out the form (it will recognize the yes or no answer?)

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      March 7, 2016
      I couldn't find the option for a defaul RSVP check box

      There's no such thing as an "RSVP checkbox" as a preset field type.  There are form field types like checkboxes (however, what you should use here are 2 radio buttons, not checkboxes, since radios represent Yes/No as opposed to Yes/nothing). That's what's shown in the browser. Then there are the lead fields that those form fields will update in your Marketo database.  What you do (among other things) when you create a form is map form fields to lead fields.

      If you create a lead field (in Marketo Admin) to hold the latest RSVP result, like LastEventRSVP then you can map a form field to it.

      Your trigger campaign can look for a combo Filled Out Form + Web Page contains <the URL of a webinar-specific page>. or Querystring contains... etc.  A form fillout on /webinar-2016-03-15.html and LastEventRSVP = 'yes' means you can change Program Status accordingly.  A form fillout on /webinar-2016-04-01.html and LastEventRSVP = 'no' can change PS in another program.  And so on.

      The more flexible approaches that I was mentioning allow you to trigger on Clicked Link or Clicked Email activities, which can have arbitrary values that don't map to a custom lead field.  However, if you want to use a standard form with no customization, those other approaches are out of reach for now.

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