Trapping email changes on a marketing campaign when form filled

Marketing & Content Hub Tips, Tricks & Best Practices
1

Hi,

Anyone know how to trap this:

- an email is sent to a known recipient

- that recipient shares the email with a colleague

- that colleague uses that email which directs to one of our forms and fills in new contact details

- the details of the original recipient are updated erroneously (instead of the new contact)

For example, on email address audit looks like this:

changedemail.png
changedemail.png699×518 39.9 KB

So if I can filter changes to property ‘email’ via the forms API, I’d be able to get to a list of suspected changes. But can’t imagine how to do that.

Thanks!

Phil

2

Hi @PBaxter,

In the settings / options tab of the HubSpot forms editor, there is an option “Always create new contact”. When you enable this, the issue won’t occur anymore. Create forms (legacy)

For every new email address, HubSpot will force the creation of a new record.

Best regards!

3

Hi Karsten,

Thanks for the reply. I’m pretty sure we tried something along those lines but encountered some other downsides (IIRC some of the data we already had didn’t pre-populate the form). But will check again!

Phil

Phil

4

To address the issue of erroneously updating the details of the original recipient instead of the new contact, you can implement a solution by filtering changes to the ‘email’ property through the forms API. By monitoring and tracking any modifications to the ‘email’ field, you can compile a list of suspected changes. This allows you to identify and investigate instances where the original recipient’s information is mistakenly updated and winch information.

5

Thank you - we’ll take a look at that