Lead Capture Tools

ironshield
参加者

Cumulative Contact Property

解決

I have a form that Contacts are likely to submit multiple times.  Is there a Contact property (form field) that can retain data over multiple submissions?  Currently, the field I'm using is overwritten each time.

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MFrankJohnson
解決策
ソートリーダー

Cumulative Contact Property

解決

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Q: I have a form that Contacts are likely to submit multiple times. Is there a Contact property (form field) that can retain data over multiple submissions? Currently, the field I'm using is overwritten each time.

 

Short A: Yes. HubSpot has two options.

 

Longer A:

Your best option may be to use progressive profiling in forms. Basically, you'd create a set of custom contact properties and display them in succession as needed on each form submission -- e.g., submission-01, submission-02, submission-03, submission-04, etc.. Subsequent properties display only AFTER previous properties are populated during previous form submissions.


This method retains all property values in an active state for use in HubSpot lists, emails, and workflows.

- see Use progressive profiling in forms


If you only need to 'see' the historical record of changes, HubSpot already stores this information in the property history for your properties.

- see View property history

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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3件の返信
MFrankJohnson
解決策
ソートリーダー

Cumulative Contact Property

解決

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: I have a form that Contacts are likely to submit multiple times. Is there a Contact property (form field) that can retain data over multiple submissions? Currently, the field I'm using is overwritten each time.

 

Short A: Yes. HubSpot has two options.

 

Longer A:

Your best option may be to use progressive profiling in forms. Basically, you'd create a set of custom contact properties and display them in succession as needed on each form submission -- e.g., submission-01, submission-02, submission-03, submission-04, etc.. Subsequent properties display only AFTER previous properties are populated during previous form submissions.


This method retains all property values in an active state for use in HubSpot lists, emails, and workflows.

- see Use progressive profiling in forms


If you only need to 'see' the historical record of changes, HubSpot already stores this information in the property history for your properties.

- see View property history

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
ironshield
参加者

Cumulative Contact Property

解決

Thanks Frank.

 

The Progressive Profiling would require multiple fields/properties?  Correct?

 

The only option that HubSpot provides that would allow any number of form submissions to track a single field is the "history" of the field?

 

Thanks again for the clarification.

0 いいね!
MFrankJohnson
ソートリーダー

Cumulative Contact Property

解決

>>"The Progressive Profiling would require multiple fields/properties?"

Correct

 

>>"The only option that HubSpot provides that would allow any number of form submissions to track a single field is the "history" of the field?"

Correct

 

Additional Information

- see Property field types in HubSpot

- see [Now Live] Upload Multiple Files at once to your Forms

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 いいね!