topic Re: Form re-enrollment after a time lapse in Lead Capture Tools

Form re-enrollment after a time lapse

helen_c — Wed, 21 Jun 2023 18:10:53 GMT

I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there...

I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submission. Any ideas on if this can be done and if so, how best to set up?

Thanks!

Re: Form re-enrollment after a time lapse

karstenkoehler — Wed, 21 Jun 2023 18:17:29 GMT

Hi @helen_c,

If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest 🙂

A contact can't reenroll while still being in a workflow.

Best regards

Re: Form re-enrollment after a time lapse

helen_c — Wed, 21 Jun 2023 18:20:28 GMT

Ahhh of course! Thanks for the help (+ for the speedy response!) 🙂

Re: Form re-enrollment after a time lapse

jolle — Wed, 21 Jun 2023 18:21:23 GMT

Hey @helen_c, thanks for reaching out! I'm not sure I fully understand your use case, but I have some initial thoughts. I think you'd want to create a separate workflow with separate enrollment criteria here.

If you're speaking to 3 months after any form submission, you can use the "Recent conversion date" contact property. That stores the date of the last form submission recorded for the contact. Your enrollment criteria would look something like:

"Recent conversion date" is more than 90 days ago

If you're speaking to 3 months after a specific form submission, you can use the "Form submission" enrollment trigger refined by date. It would look something like:

So you'd still have your initial workflow that doesn't have re-enrollment enabled. You'd then have this separate workflow that would allow contacts to enroll if they've previously engaged or met specific criteria at least 3 months later.

Hope this helps at least get you started! Happy to share additional thoughts if you can give us more details around what you're hoping to accomplish!

Re: Form re-enrollment after a time lapse

helen_c — Wed, 21 Jun 2023 18:41:10 GMT

Thanks Jacob 🙂 This was an option I had looked into, but I thought having another workflow might present more issues in terms of tracking + also create a potential for an infinite number of workflows?!

Use case is for a specific form, which we use as an application for one of our products. We explain product criteria up front, but still get applications that don't meet the criteria. If we do reject an application however, we want to ensure people have the oportunity to reapply after a period of time has elapsed and they have had a chance to address the missing criteria issues. The 3 months is a bit of a plucked at random delay, but we essentially want to ensure people don't constantly keep resubmitting the form without having taken any action 😅