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February 6, 2014
Question

"Smart Rules" for Progressive Profiling on Forms

  • February 6, 2014
  • 2 replies
  • 984 views
We're trying to figure out a way to add a "Smart Rule"-type function to our Progressive Profiling fields on our forms. We have a bunch of leads that we generated via Unbounce that we exported and now want to upload to Marketo / SFDC, but many of those leads are lacking Company, First Name and Last Name values. We're planning on setting those 3 fields as [not provided] (if they're blank) in order to upload them to a SFDC Campaign (which is synced with a Marketo program) -- and SFDC Campaigns require a value for last name and company. However, if/when these leads return to another one of our landing pages in the future, we want to re-serve the Progressive Profiling questions of First Name, Last Name and Company so that we can eventually gather accurate information for these fields and replace the [not provided]. Is there a way that we can set a "Smart Rule" that, for instance, says: "if First Name = [not provided], serve the First Name field on the form"?

Thanks in advance!
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2 replies

Josh_Hill13
Level 10
February 6, 2014
You should be able to use the Visbility Rule to do this. Click on the field and then look at the lower right corner and click Visible?
February 10, 2014
Thanks Josh. What we're going to end up doing is creating another "Company 2", "First Name 2" and "Last Name 2" -type fields and then setting the visibility settings based on the value in the Company field.