Dynamic segment list using Marketing Form ID name

(0) Share

Report

Posted on by Daphne Tollenaar

Hi,

We're trying to create a dynamic segment that captures the leads and/or contacts that have filled out a specific form. We've created the form in the marketing app - including a marketing page. We've tested the form which redirects us to the "follow up" URL, and creates a lead in CRM.

But for some reason, our (live) dynamics segment doesn't show/populate any members.

We've used the following query:

Contact > msdyncrm_marketingformidname > = > "form name"
&
Contact > all

I'm wondering if anyone has also experienced this and if so, knows how to fix this?
Thanks in advance!

Categories:

Segmentation

All responses (2)

Answers (0)

Daphne Tollenaar 45 on at

Like (0)

Report

RE: Dynamic segment list using Marketing Form ID name

Thanks! The suggested query only applies to contacts. Is there also a work around available when working with leads?
Suggested answer

megcda 2,192 on at

Like (0)

Report

RE: Dynamic segment list using Marketing Form ID name

Hi Daphne,

Select Contact>Link between FormSubmitted interaction and contact and then select FormSubmitted>Formid>is>[fill in formid] (see picture.) You can get the Formid from the URL of related form’s entity record

Hope this helps.

Thanks,

Megan