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Ron_Olech
Level 2
July 22, 2020
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Progressive Profiling - Which fields on a submission?

  • July 22, 2020
  • 1 reply
  • 1381 views

We are consolidating and standardizing our forms with progressive profiling.  However, different contacts have different fields already filled in.  Some of those fields are time-sensitive.  We use a flow to save the date in another field.  This works fine when we know which form that field appears.  Is there a way I can tell when a particular field is served up to a contact on a form?

Best answer by SanfordWhiteman

Is there a way I can tell when a particular field is served up to a contact on a form?


Good question.

 

The short answer is No, out-of-the-box you can't tell whether somebody saw a field on their side (except for manually checking the Activity Log detail, but that isn't consulted in Smart Campaigns).

 

For this reason and others, I like to include the entire form payload in its own (Textarea) field, giving a snapshot of the Filled Out Form activity as a whole. As shown here: https://codepen.io/figureone/pen/YzzjGoe

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
July 22, 2020

Is there a way I can tell when a particular field is served up to a contact on a form?


Good question.

 

The short answer is No, out-of-the-box you can't tell whether somebody saw a field on their side (except for manually checking the Activity Log detail, but that isn't consulted in Smart Campaigns).

 

For this reason and others, I like to include the entire form payload in its own (Textarea) field, giving a snapshot of the Filled Out Form activity as a whole. As shown here: https://codepen.io/figureone/pen/YzzjGoe