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Customer Submitted Info on Wrong Form - How to Transfer Info to Another Form
Résolue
We use duplicate forms for each conference we attend. The team at the conference forgot to change the link to that conferernce's form. As a result we have a few customers that have put their information into the wrong form. Can I transfer that information to the correct form within Hubspot?
No, unfortunately not. A submission cannot be transferred from one form to another. There aren't any changes (except deleting the entire contact) which would change fields like First conversion, Recent conversion, Form submission that are referring to the submission.
I would suggest a few things:
If you're referencing form submissions for segmentation (in list building for example), make sure to create a contact list to easily identify those contacts. This will help you to exclude them from receiving communication they shouldn't be receiving, enrolling in workflows etc.
No, unfortunately not. A submission cannot be transferred from one form to another. There aren't any changes (except deleting the entire contact) which would change fields like First conversion, Recent conversion, Form submission that are referring to the submission.
I would suggest a few things:
If you're referencing form submissions for segmentation (in list building for example), make sure to create a contact list to easily identify those contacts. This will help you to exclude them from receiving communication they shouldn't be receiving, enrolling in workflows etc.