Customer experience | Sales, Customer Insights,...

How do I create a segment based on Form submissions?

(0) Share

Report

Posted on by IronPatriot

290

We have had people registering for an event we're running by submitting a CRM Marketing Form. We want to send a reminder email but want to ensure that people who have already booked don't receive another invite. I was going to create a Segment that lists all people who've submitted this form, but I can't see Marketing forms in the Segment Builder.

Am I blind, or is there no way to get a list of people who have submitted a form?

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

d_radulova 2 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

H iIronPatriot,

To create the segment, use the behavioural template.

(if you don't have wave 2 installed and don't see it, give me a shout and I'll show you how to do it in the old UI), then type in 'form' and you'll see all form actions.

Even though it would work, I'm not convinced that's the best approach. Can you share a bit more info on the use case? Are you using account or contact based marketing? If you are organising events, are you using the events management in D365? What's the logic behind what people to prompt?

Thanks,

-DD

Was this reply helpful? Yes No
Suggested answer

Christian Abeln Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hello,

in order to find contacts who have submitted a form use the following steps:

New UI

(in early access and in October release)

1. Click on "Behavioral"

2. Select Form Submitted

3. Pick the form

4. Go Live

Old UI

1. Select contact

2. in the contact attributes type "Submitted" and select "Form Submitted" interaction

3 Now the UI changes to interaction segment builder. Now specify the form by ID or select the form (if you have Marketing Form configured in the Marketing data configuration )

For your final scenario you will probably exclude all contacts who have successfully booked.

Seems straight forward!

Was this reply helpful? Yes No
IronPatriot 290 on at

Like (0)

Report
Copy link

Link copied!

Thanks. That seems exactly what we need. Just need to clarify that I set 'Having count' to > 0 and leave 'Sliding Window:' blank? Don't know what 'Select unit' days/weeks/months means; I assume that we would only use that for people who have booked in the last month or something?

Was this reply helpful? Yes No
Suggested answer

Christian Abeln Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Yes, "'Having count' to > 0" means anyone who has at least submitted once. And the sliding window allows you to select a time frame. For example if you want to select everyone who has at least submitted the form once in the last month, you would select 1 in the sliding window and select the unit "months".

Was this reply helpful? Yes No
Suggested answer

IronPatriot 290 on at

Like (0)

Report
Copy link

Link copied!

Great. Thanks again, so much, for your help. Greatly appreciated

Was this reply helpful? Yes No
Basvb 62 on at

Like (1)

Report
Copy link

Link copied!

Is it also possible to set segments based on Form Field interactions instead?

Example: If form submitted answer was YES and Contact Email contains data

Was this reply helpful? Yes No