I’m using a raw embeded form. I set email or mobile and (hidden) ‘favourite artist’. This is saved to a static ‘followme’ list. Users can submit the same form for different artists.
I’ve enabled contacts ‘without email’ so that can capture (assume [email, mobile, fav-artist]) list entries like [-, 1234, artist1], [-, 1234, artist2]. Duplicate mobile numbers with different artists. I can’t do the same with emails which must be unique, it will save the last submit eg [me@b.com, -, artist2] so I lose the previous submit for artist1. Assuming I can’t save multiple entries with the same email, what are my options? Eg one option, define another hidden field ‘sms-number’ and populate that in the form. Then always send email as blank so it works similar to mobile number capture.
The next issue: I can setup filters for an Active list to then include all ‘artisit1’ into a new artist1-followme list whenever they appear in the general list. But is it possible to ‘move’ contacts to an artist specific static list once they appear in my general followme list? If that were possible then I would not need to worry about duplicate email entries as they would not remain in the general list. I’m trying to avoid doing any of this via the SDK for example nor manually managing lists nor a form-per-artist which does not scale, just through the HS dashboard workflow.
Looking forward to suggestions! Is HubSpot open to functionality requests? eg for a ‘move’ filter to better manage lists?
Assuming I can’t save multiple entries with the same email, what are my options?
Could you elabore in more detail what exactly you’d like to achieve? You’re describing HubSpot’s functionality in terms of capturing contacts but not what your desired outcome is.
In general, however, previous form submissions will still be visible in the contact timeline and on the form itself. This would be the easiest and quickest fix: Filter activity index pages and record timelines
Yes, fields will be overwritting but the entire form submissions will still be shown in the history.
But is it possible to ‘move’ contacts to an artist specific static list once they appear in my general followme list?
Yes, this can be done via workflows. You could set up a contact-based workflow that enrolls contacts because they are a member of a specific list. You can then use the “Add to static list” workflow action and pick any static list.
To clarify what we need, we have an Artist page which a Fan views and they are given a HubSpot embedded form to ‘Follow’ this artist. They can choose email or mobile, and we capture those in a “followers” HS List for marketing. I also submit a hidden ‘artist’ name back to HS.
Now, a fan can follow many artists. We’re able to store mobile + artist combinations in the list (email column is left blank), including duplicate mobile numbers. But if they choose email then duplicates aren’t possible. We need to store duplicate emails, one entry per artist.
Experimenting with workflows it appears to behave like tagging (eg gmail) where the filter does not MOVE entries entirely from our followers list into an artist specific list. Do I have this wrong, perhaps I haven’t configured this properly? If I submit a duplicate email address then the previous entry is replaced with any new data (new artist for example)
If we could trigger moves then the issue of duplicates is solved since each artist specific list contains a unique set of emails/mobile numbers.
Worth mentioned we can’t serve artist specific embedded forms, as this would be a manual process that does not scale.
Does this explain what we need to achieve properly? Thanks!