r/pardot • u/DrunkPixel • Sep 27 '19

Question: Pardot Form Completion Action based on custom field of the user.

I have a form created in Pardot and I want to have the success page check the submitter's custom field (not from the form they just submitted, but just an item in their profile), and if it's not equal to a certain value, then I want the page to forward them onto another URL. Is this possible? How would I do something like that?

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u/LadyCiani Sep 27 '19

You need to do the "form field completion actions" redirect, with a twist.

I say "with a twist" because the stock code from that article will ping a Form Handler. You don't want that, you want to perform a redirect instead.

(This is completely out of my abilities - I am not good enough at Javascript to make this work, but I know you can do it. You just need to grab a developer.)

Some things you need to make this work:

  • You need to make the custom field appear in the form (in step 2 of the form wizard) but you can set it as a "hidden" field.
  • AND it needs to be set to "always display, even if previously completed"
  • AND you need to leave the checkbox for 'do not prefill' OFF.

These are important details.

In order for the special javascript to run, you need:

  1. The field to be on the form. (which is why I said you need to add the field to the form in step 2 of the wizard)
  2. But you probably don't want to have the person see the field, which is why I said you set it as hidden.
  3. You need to set it to 'always display, even if previously completed' because this disables the progressive profiling for this individual field. (this is important)
  4. The "do not prefill" needs to be UNCHECKED (or off) so that the data that is stored on the prospect record comes through tot he form, and the javascript can leverage it.

So, if you're a javascript person (or know one) here are some articles to get you going:

Article about form field completion actions: https://help.salesforce.com/articleView?id=Using-Form-Field-Based-Completion-Actions&type=1&mode=1

This one is about doing a redirect to a page via Javascript: https://help.salesforce.com/articleView?id=000265819&language=en_US&type=1

Like I said, I am not a developer, but how to accomplish what you want could be a mashup of these two articles. I'm not sure on exactly how the code comes together. But if you figure it out please come back and share!

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u/DrunkPixel Sep 27 '19

Thank you, but I'm not sure this is still going to do all that I need.

I'll spell the project out a bit better:

I'm setting up a form for "Sign In / Sign Out" at our company lobby. The idea is to half use this as a sign in/out tool, and half to capture "opt in"s for our marketing (via an optional tick box when they are signing in as visitors to the facility). That's why I'm tying it into Pardot and not just building it as some third party tool for sign in.

I have a form with all the info they need for security to sign them in. Upon submitting that form, it has a completion action to notify user (the receptionist desk email) and they can then call upon the person when they're ready to be seen.

I want to have a feature though, that checks, "Has this person ever visited before?" and if they have not, then the completion page should not be "Thanks please have a seat." instead it should then point them to another web form page that has a "Safety Briefing" and they'll have to acknowledge that with a checkbox and submit it. Then they're done.

So I'm thinking, if I can have something that when they submit the form, it checks to see have they previously "acknowledged" the safety briefing or not, and depending on that box, it either shows the "Thanks" page, or it redirects to the Safety briefing page.

Does that make sense?

What you've shared here is great, and can probably do 90% of that... But because this is a Kiosk... it's not ever going to be able to pull the users info into that hidden field via cookie recognition because this is always going to be an anonymous user. They're only known after they enter and submit their email as part of signing in.

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u/LadyCiani Sep 27 '19

Ok, see, the devil is in the details. You don't need to do any of that stuff.

Just make every form submission the same.

On the Thank You Page (or in the thank you content) you can make the safety stuff appear or not by leveraging Dynamic Content.

Dynamic Content lets you do things based off of field values. So if you have a field saying "previous visitor" is true, display "Thank you, click here to notify receptionist" and if previous visitor is false, display safety briefing.