When duplicate leads come in, will the lead source be updated with a new value? | Community
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A
Anonymous
February 8, 2015
Solved

When duplicate leads come in, will the lead source be updated with a new value?

  • February 8, 2015
  • 5 replies
  • 1648 views
I have a hidden field on a form for lead source = download form. However, I only want this field to be populated if there is NO lead source yet. That way if the lead already exists in my database and has a value in lead source, the original lead source value is preserved.
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Best answer by
Hi Christine,

I think from what you're saying, you'll need to access "Field Management" in "Admin", find the field and adjust its "block" settings"

Explanation with screenshots here in this article
https://community.marketo.com/MarketoArticle?id=kA050000000KypCCAS

Also another community discussion with extra info
https://community.marketo.com/MarketoDiscussionDetail?id=90650000000Q1DYAA0

5 replies

A
Anonymous
February 9, 2015
Did you try with the visibility rules ?
A
Anonymous
Accepted solution
February 9, 2015
Hi Christine,

I think from what you're saying, you'll need to access "Field Management" in "Admin", find the field and adjust its "block" settings"

Explanation with screenshots here in this article
https://community.marketo.com/MarketoArticle?id=kA050000000KypCCAS

Also another community discussion with extra info
https://community.marketo.com/MarketoDiscussionDetail?id=90650000000Q1DYAA0
N
Natali_Talevski
Level 4
February 9, 2015
Hi Christine,

We've implemented this at a Smart Campaign level. Our smart list is a trigger Filled out form = form and our flow say If Lead Source is blank, then Lead Source = Website. Default is left as Do Nothing. Works for all of our forms.

Just remember to remove the hidden field from your form.

Natali
Josh_Hill13
Josh_Hill13
Level 10
February 9, 2015
Christine,

Pleasee do what Jason C said. I think we did this together awhile back, so just check if your lead source fields are set to block updates from Form Fill Outs. That will ensure they are not overridden. Once this is confirmed, it is safe to leave the hidden field.

Natali's method will work, but I dislike it because it adds extra work for Marketo and extra steps for you to manage in each Program.
A
Anonymous
February 9, 2015
Thanks everyone! 
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