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Form entries overwriting each other

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5 comments

  • Rick Juby
    ​Hi Sylvia -- I believe you need to click on 'Always Append'.  On the Labs Form it is on the Properties tab and look at the List section. On the Classic form it is on the Finish Tab just under the 'Save' button in the upper right hand corner.  Hope this helps.

    Kind regards ~ Rick





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    Rick Juby
    Progressive Casualty Insurance Company
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    -------------------------------------------
    Original Message:
    Sent: 04-04-2018 11:34
    From: Sylvia Pinegar
    Subject: Form entries overwriting each other

    My company is still very new to Act-On and wanted to manually enter in customer information that was submitted via pen and paper at an event to an Act-On form. We've created multiple versions of the same form using both classic and labs, even used a pre-existing template and what's happening is that whatever the most recent entry is, that entry information overwrites every other entry into the form. If there are ten individual entries, that information gets overwritten with whatever information was the last to be entered. Has anyone experienced this or does anyone have a work around? We tried contacting Act-On support, but it's been a week now with no response. Thanks!

    ------------------------------
    Sylvia Pinegar
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  • Chris Bjorklund
    Rick is correct about the 'always append' box - that will allow you to add multiple contacts without overwriting. The problem is, it doesn't prevent duplicates from being entered. That's good on a quote request form but not for event registration.

    HOWEVER, forms aren't really meant to work that way. When someone submits a form, their computer/browser is 'cookied' so Act-On can match up their other activity, like website visits. By you submitting a form from your computer for 'Mary Jane Jones' with her email address, you essentially 'become' Mary Jane Jones. This happens frequently when we have an event and one person signs up other colleagues - messes with the tracking for a while. Luckily I get the 'root' email sent to me so I can see what was actually submitted, versus what I see in the Act-On list.

    I would suggest you just import the entire list from Excel or a csv file and append it to the signup list or you can click on the list (not a segment) and in the More actions list, choose 'add a contact' (with full details) or 'add contacts' (which is basically just name and email but quicker).

    You should be able to look in Act-On's knowledge base for details on appending to a list. 
    Hope that helps.

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    Chris Bjorklund
    EMarketing Coordinator, Don Johnston Incorporated
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    -------------------------------------------
    Original Message:
    Sent: 04-05-2018 07:51
    From: Rick Juby
    Subject: Form entries overwriting each other

    ​Hi Sylvia -- I believe you need to click on 'Always Append'.  On the Labs Form it is on the Properties tab and look at the List section. On the Classic form it is on the Finish Tab just under the 'Save' button in the upper right hand corner.  Hope this helps.

    Kind regards ~ Rick





    ------------------------------
    Rick Juby
    Progressive Casualty Insurance Company
    ------------------------------

    Original Message:
    Sent: 04-04-2018 11:34
    From: Sylvia Pinegar
    Subject: Form entries overwriting each other

    My company is still very new to Act-On and wanted to manually enter in customer information that was submitted via pen and paper at an event to an Act-On form. We've created multiple versions of the same form using both classic and labs, even used a pre-existing template and what's happening is that whatever the most recent entry is, that entry information overwrites every other entry into the form. If there are ten individual entries, that information gets overwritten with whatever information was the last to be entered. Has anyone experienced this or does anyone have a work around? We tried contacting Act-On support, but it's been a week now with no response. Thanks!

    ------------------------------
    Sylvia Pinegar
    ------------------------------
  • Tessa Anderson
    If you want every entry to be unique there is a little box you need to check on the last step in your form builder. It says always append, which means everything you add will create a new line, rather than finding the exiting entry and updating the text. See attached image.

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    Tessa Anderson
    Digital Marketing Manager, BridgeTower Media LLC
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    -------------------------------------------
    Original Message:
    Sent: 04-04-2018 11:34
    From: Sylvia Pinegar
    Subject: Form entries overwriting each other

    My company is still very new to Act-On and wanted to manually enter in customer information that was submitted via pen and paper at an event to an Act-On form. We've created multiple versions of the same form using both classic and labs, even used a pre-existing template and what's happening is that whatever the most recent entry is, that entry information overwrites every other entry into the form. If there are ten individual entries, that information gets overwritten with whatever information was the last to be entered. Has anyone experienced this or does anyone have a work around? We tried contacting Act-On support, but it's been a week now with no response. Thanks!

    ------------------------------
    Sylvia Pinegar
    ------------------------------
  • Leah Bartell
    Hi Sylvia!

    Are you having your internal folks submitting that form? If so, you'll also want to turn off cookie logging. Otherwise your internal reps will get cookied and scored as your event contacts. This means your contacts will show activity history that isn't actually them-- it's from your reps, and your contacts will have scores that don't truly belong to them. This is related to what Chris mentions in her comment.

    The details of how to turn off cookie logging is in this article: Suppressing Cookie Logging on Form Submissions

    You have to suppress cookie logging any time you will be filling out a form on behalf of someone else, or any time you have people completing an Act-On form on a shared computer or tablet (like at a tradeshow).

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    Leah Bartell
    Riskalyze Inc.
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    -------------------------------------------
    Original Message:
    Sent: 04-04-2018 11:34
    From: Sylvia Pinegar
    Subject: Form entries overwriting each other

    My company is still very new to Act-On and wanted to manually enter in customer information that was submitted via pen and paper at an event to an Act-On form. We've created multiple versions of the same form using both classic and labs, even used a pre-existing template and what's happening is that whatever the most recent entry is, that entry information overwrites every other entry into the form. If there are ten individual entries, that information gets overwritten with whatever information was the last to be entered. Has anyone experienced this or does anyone have a work around? We tried contacting Act-On support, but it's been a week now with no response. Thanks!

    ------------------------------
    Sylvia Pinegar
    ------------------------------
  • Sion Stedman
    Hi Sylvia

    If I were marking a 'best answer' here, I would mark Leah's.

    The issue is that the device being used at the event location is treating all submissions as being from the same person. This is because they are all submitting from the same IP address. The steps to 'suppress logging' will resolve this.

    However, we should note an effect of doing this. With logging suppressed, a person will not then be recorded as having submitted this form in their activity history. That said, a form submitted at an event is not particularly useful to scoring/evaluating leads, as the people there are a 'captive audience' – the whole purpose of the event is to get leads! So, not something to worry about, but to be aware that the list you capture contacts in will be your only record that they submitted the form at the event.

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    Sion Stedman
    Idox Software Ltd
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    -------------------------------------------
    Original Message:
    Sent: 04-05-2018 18:37
    From: Leah Bartell
    Subject: Form entries overwriting each other

    Hi Sylvia!

    Are you having your internal folks submitting that form? If so, you'll also want to turn off cookie logging. Otherwise your internal reps will get cookied and scored as your event contacts. This means your contacts will show activity history that isn't actually them-- it's from your reps, and your contacts will have scores that don't truly belong to them. This is related to what Chris mentions in her comment.

    The details of how to turn off cookie logging is in this article: Suppressing Cookie Logging on Form Submissions

    You have to suppress cookie logging any time you will be filling out a form on behalf of someone else, or any time you have people completing an Act-On form on a shared computer or tablet (like at a tradeshow).

    ------------------------------
    Leah Bartell
    Riskalyze Inc.
    ------------------------------

    Original Message:
    Sent: 04-04-2018 11:34
    From: Sylvia Pinegar
    Subject: Form entries overwriting each other

    My company is still very new to Act-On and wanted to manually enter in customer information that was submitted via pen and paper at an event to an Act-On form. We've created multiple versions of the same form using both classic and labs, even used a pre-existing template and what's happening is that whatever the most recent entry is, that entry information overwrites every other entry into the form. If there are ten individual entries, that information gets overwritten with whatever information was the last to be entered. Has anyone experienced this or does anyone have a work around? We tried contacting Act-On support, but it's been a week now with no response. Thanks!

    ------------------------------
    Sylvia Pinegar
    ------------------------------

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