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Level 4
Jul 15, 2021 4:40 PM UTC
Solved

Collecting data on a form but only using if it doesn't already exist on the lead

We have a Marketo form with first name, last name and email address fields.  Is it possible for the form to accept a first and last name but only use that data if it doesn't already exist on the lead? 
 
We have a business use case where we want to be able to send the name for associating with new leads, but would like to avoid changing the name of a lead if the same email address is used for multiple people.  
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Kaitlyn_Simko
Kaitlyn_SimkoAccepted solution
Level 4
Jul 15, 2021 5:03 PM UTC

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

6 replies

Kaitlyn_Simko
Kaitlyn_SimkoAccepted solution
Level 4
Jul 15, 2021 5:03 PM UTC

I would recommend appending data to a temp field first (let's call this TempField) vs adding it to "real" field (RealField).  That way in a smart campaign you can query if RealField is/is not empty then append Temp Field.

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Level 4
Jul 15, 2021 6:58 PM UTC

 Thanks @kaitlyn_simko! That's just what we need.  

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SanfordWhiteman
User Group Leader
User Group Leader
Jul 15, 2021 5:43 PM UTC
Yes, Block Field Updates from Form Fills (you don't need a temp field).
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Level 4
Jul 15, 2021 6:03 PM UTC

That's a global setting, correct?  Or can you apply it to specific forms only?  

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SanfordWhiteman
User Group Leader
User Group Leader
Jul 15, 2021 6:14 PM UTC

That’s correct. If you needed to apply the concept only to selected forms, you’d need proxy fields as Kaitlyn suggests.

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