Lead Capture Tools

MChainani
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Progressive fields

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Hi, 

 

I want to show the name and company name fields in form only if the email id is not in our database. Is this possible using progressive fields? If yes, then please guide.

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karstenkoehler
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Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Progressive fields

resolver

Hi @MChainani,

 

As far as I know this is not possible, it's not how progressive fields work. With progressive fields, if the contact filling out your form already has a value for a specific field, you can use progressive fields to set another field to appear in its place, see here: https://knowledge.hubspot.com/forms/use-progressive-fields-in-forms

 

Here's what's happening in the background: When a page is loaded, the form is not looking up a contact in the HubSpot CRM. The information used for the progressive fields must be accessible in the cookie. The cookie can only know what has been submitted by the user in a website form before: https://community.hubspot.com/t5/Tickets-Conversations/Always-create-contact-for-new-email-address-o...

 

This is why progressive rule can't be based on the fact that something is unknown. By definition the cookie doesn't have the full picture. The form wouldn't 'know' if the email address is unknown because it's doesn't have a corresponding contact record in the CRM or because the contact simply has not accepted cookies or is submitting the form on a new device.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Makeminecount
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Progressive fields

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I ned help on this.  We have a progressive field form that is working really well.  The issue I now have is that when a user who has completed all the questions comes back to our site they get a form with a prepoulated email address and a "Submit" button - the user journey is quite confusing.  Is there a way to redirect someone who has completed all the questions to another page, or at least to hide the Submit button????

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Progressive fields

resolver

Hi @MChainani,

 

As far as I know this is not possible, it's not how progressive fields work. With progressive fields, if the contact filling out your form already has a value for a specific field, you can use progressive fields to set another field to appear in its place, see here: https://knowledge.hubspot.com/forms/use-progressive-fields-in-forms

 

Here's what's happening in the background: When a page is loaded, the form is not looking up a contact in the HubSpot CRM. The information used for the progressive fields must be accessible in the cookie. The cookie can only know what has been submitted by the user in a website form before: https://community.hubspot.com/t5/Tickets-Conversations/Always-create-contact-for-new-email-address-o...

 

This is why progressive rule can't be based on the fact that something is unknown. By definition the cookie doesn't have the full picture. The form wouldn't 'know' if the email address is unknown because it's doesn't have a corresponding contact record in the CRM or because the contact simply has not accepted cookies or is submitting the form on a new device.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

MChainani
Miembro

Progressive fields

resolver

Hi,

 

Thank you for clarifying this for me. Much appreciated 

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