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Customer experience | Sales, Customer Insights,...
Answered

How to assign a form attribute to to a segment?

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Posted on by 5

Hi,

I created a form with 2 different options (form attributes) to choose from. Now I would like the results to be displayed in segments.

How do I create a segment A with all options A and a segment B with all options B?

Thank you in advance.

 

Best regards

Sebastian Winter

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  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: How to assign a form attribute to to a segment?

    Hi Sebastian Winter,

    Do you mean that you'd like to create a segment to filter out the contacts who submit a marketing form and update a certain field?

    If yes, here is a sample.

    pastedimage1634204542236v1.png

  • Sebastian Winter Profile Picture
    5 on at
    RE: How to assign a form attribute to to a segment?

    Hi Nya,

    thank you very much.

    Yes, that is what I am looking for. But your sample shows form submitted in general. How do I specify the segment that it shows only contacts who submitted option A of that form?

    Then I will create a second segment that shows only contacts who submitted option B of that form.

    Is it possible?

    Best regards,

    Sebastian Winter

  • Verified answer
    Nya Profile Picture
    29,060 on at
    RE: How to assign a form attribute to to a segment?

    Hi Sebastian Winter,

    Sorry for the omission.

    As we know, the form submissions of a marketing form is recorded with a string.

    pastedimage1634262610163v1.png

    Here, for example, an option called Education was submitted with one of the option values - 10000002.

    And the segment can be like:

    pastedimage1634262747091v2.png

     

    But as you can see, in the first screenshot the contact submits several different values.

    So the above behaviour segment alone does not guarantee a final result, it will filter out all contacts that have been submitted with the value 10000002.

    You have to add a query block after it. Here 10000002 is the value of the option label Education 03. You can check it in the properties of the option field.

    pastedimage1634263448428v1.png

    The above segment allows to filter out the contacts who submitted an option field with a certain option which is the current option.

  • Sebastian Winter Profile Picture
    5 on at
    RE: How to assign a form attribute to to a segment?

    Hi Nya,

    that was what I was looking for.

    Thank you very much.

    Best regards,

    Sebastian Winter

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