How can I set up a form for a person to fill in the name of another person?

I'm implementing a form in which a person is asked to fill out the form to someone else. Basically, we ask people if they are still our first contact. If they are, it is a confirmation of the simple blind shape. If they don't, ask them to please tell us who. While it will take them to a form where they can tell us who is the new contact. However, I do not want cookies for the new person to be assigned to the person who filled out the form (like who would mess then with segmentation, scoring lead / feed, etc.). We must also see who is the person filling out the form, so that we know which replaces the new person. So, we will need to collect the address name or email of the person filling out the form, in addition to the name and address of the person that they add email.

I know that this is possible, as in a previous company, we have a form that has been used internally to add those who have called for requests for, so that we could catch them as 'submit a request' as if they had just completed a form. For example, I would like to fill out the form after someone requesting product information, but the online behavior of this person would not be attributed to me even though I filled out the form on my computer. Unfortunately, I don't remember how this was put in place. Does anyone have any ideas on how this could be adjusted upward?

Hi Abby,

To do this, the easiest method is to set up two forms:

  1. The first form is your primary contact, who will submit to the secondary email address and additional contact information for the secondary contact. You can also include a field (hidden or not) for the primary contact if you want to record the activity of presentation of this form, but functionally, it is not necessary.
  2. A second form that will accept e-mail address of the secondary contact and any other contact information you want to capture through this process.

The thing is that, once you have these two forms saved, you add a form processing step to the first form called Post data to the server. In this step, you fill in the details for the second form, including making sure to map the secondary e-mail address field on the formula 1 to the e-mail address field main form 2. The URL must be the action url POST for the secondary form, you can get the details of integration. You also need to add your SiteID and the form name and also a variable to disable cookies for this presentation (elqCookieWrite). The final URL should be something like this:

https://s1886.t.Eloqua.com/e/F2?elqSiteID=1886&elqFormName=Alt2&elqCookieWrite=0

  • My organization is 1886, you will need to replace it with the code of your Site
  • My name of the secondary form is Alt2, so you have to replace with your name of secondary form
  • elqCookieWrite = 0 provides the secondary form will not attempt to associate the session with the ElqGUID (cookie)

In the secondary form, make sure you have updated contact - form dataprocessing step.

Now when submit form 1, you will see a presentation to both forms, and contact information submitted to form 2 creates a new contact (or updates an existing one) with no link with the course/session cookie used to submit the form 1. You can add these contacts to a shared list, enter them in a separate campaign or program or something else, you could do a presentation of normal form.

One caveat to remember is that as this person has not submitted the form, you have collected not technically no permission to contact them, you need to set some rules will apply in your area (your use case seems to be for existing customers which is usually OK, but you should still check).

Hope this helps,

Richard

Tags: Marketers

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