Form does not appear to select in segmentation

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Posted on by Shenkx

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Hey guys.
I'm trying to create a segment, with potential customers who have submitted a form.

But even the form being active, it does not appear to select.
Any idea?

Thanks

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Leah Ju Microsoft Employee on at

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Hi Shenkx,

You can click 'advance lookup' to change other views to select marketing forms.

It seems that the default lookup view is Marketing form valid for event registration lookup view:

And that view has another filter, which is the reason why there is no marketing form displayed.

Try to change another lookup view, we can see and select marketings forms:

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Megan V. Walker 1,841 Most Valuable Professional on at

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Shenkx - it's a bug and has been reported, but unlikely it will be changed as it's for Outbound Marketing Segments. The focus is on Real-time Marketing Segment builder now. So it's a bit annoying but as Leah Ju shared, you can still change the lookup and find the form you are looking for.

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Shenkx 110 on at

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Thank you very much!

From what I've seen, in outbound marketing targeting (for submitted forms) - it only brings me contacts.

To bring in potential customers it has to be in real-time marketing, right?

Do you know which column I should use to only target leads who submitted a certain form - in real-time marketing?

I tried to find the column, but I couldn't.

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Megan V. Walker 1,841 Most Valuable Professional on at

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Outbound marketing is only for Contacts. Real-time Marketing allows you to market to Contacts OR Leads. In the new segment builder in Real-time Marketing you cannot currently create a segment based on forms being submitted, but you could use the out of the box custom trigger for Marketing Form Submitted (note there is one for Realtime called Marketing Form Submitted and one for Outbound with Outbound marketing in the name) and send an email with the form submission is received.

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Shenkx 110 on at

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Hi Megan.

Can you insert an image so I can see if I'm doing it correctly?

I didn't find that field :/

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Megan V. Walker 1,841 Most Valuable Professional on at

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Hi Shenkx - not sure what field you are referring to or where, so can't include an image. Why don't you share an image of where you are in the system and what you are trying to do? I don't know what you are doing to know.

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Shenkx 110 on at

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Estou criando um segmento de marketing em tempo real - para clientes em potencial.

And I want to target only those prospects who submitted a certain form.
But I don't know which field I should select (columns are native - no customization).

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Megan V. Walker 1,841 Most Valuable Professional on at

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As mentioned, you cannot currently create a segment based on someone submitting a form in Real-time Marketing, which is why I mentioned using the trigger instead (therefore, no segment needed). The ability to build a segment based on that is coming... but no estimate of when.

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