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Customer Insights - Journeys forum

Dynamic segment list using Marketing Form ID name

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Posted on by 45

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!

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  • Suggested answer
    megcda Profile Picture
    2,192 on at
    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

    FormSubmittedSegment.png

      

    Hope this helps.

    Thanks,

    Megan

  • Daphne Tollenaar Profile Picture
    45 on at
    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? 

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