Add link to forms, "Not you?" when single user fills out a form for multiple people
We use NR forms frequently for event registrations and it is common for an admin to register multiple people at a company. When this happens, the single contact gets updated each time rather than new contacts being created.
Other systems, like eloqua, have a link in their forms that say, "Not you, First name?" When you click the link, the form will make a new contact rather than update.
It's like a "Forward to a friend" feature at the form-level.
Thanks for the suggestion, it’s a needed addition. We hope to tackle this in one of our “quick hits” sprints coming after the new user interface launches.
Kris Patel commented
I wonder if some logical rules as to how the form interacts with the database would help this issue...
a) if the information submitted through form is the same as the information of the recipient of the campaign email and is the same in the database - no contact info is updated, only activity info
b) if the information is somewhat different (diff e-mail, phone, address) but still matches the campaign email recipient - this info is updated to the current lead within the database to be used and analyzed later
c) if the information is completely different and does not match the campaign email recipient - a new entry/lead is added to the database and activity is not attributed to the campaign email recipient
We're now getting into the "quick hits" and I confirm this is among them. We'll provide an ETA when we can do so reliably.
Abdul Karmach commented
This issue came up again today. The problem is when people forward emails to event invitations. It seems the the best approach would be to disable cookie tracking with either email links or forms. Any ideas for dealing with this? Thanks.
Hubspot just added a feature request to selectively disable cookie tracking for forms. Their users are having the exact problems I've been having: