Kiosk mode for internal workflow

General Discussion
1

Hi,



I’m trying to setup a series of forms to group together a bunch of actions that we use regularly. Basically putting in a email address changes around a leads lists and campaigns



My first thought was to put the form in kiosk mode but then it appears that every new submission creates a new lead without matching it by the email (does that sound right?). Then if I turn off kiosk mode the one lead gets update thanks to the tracking.



Any ideas of how this could be achieved?



Thanks,

Zac


2

Hi,

I’m trying to setup a series of forms to group together a bunch of actions that we use regularly. Basically putting in a email address changes around a leads lists and campaigns

My first thought was to put the form in kiosk mode but then it appears that every new submission creates a new lead without matching it by the email (does that sound right?). Then if I turn off kiosk mode the one lead gets update thanks to the tracking.

Any ideas of how this could be achieved?

Thanks,
Zac

3

Kiosk mode should update existing leads if a matching email address is submitted with the form.

Scenario:

  • Lead "myemail@host.com" already exists in DB
  • Someone submits form and includes "myemail@host.com" as the email field
  • They also submit a first name and phone number
  • the existing lead should be updated

Example:
This lead was created by submitting just an email address to a kiosk-mode form:

https://www.evernote.com/l/ACraFPvIA2VLHqhyeyehD2qd2HpUoSGsDskB/image.png

Then I re-submitted the form including a phone number and name:
https://www.evernote.com/l/ACrxyQjI8QVOpLR2CeapkHkPOVSz64r6sm4B/image.png

you can see the same lead was updated (not a new one created).

4

Hi Chad,

It doesn’t seem to be working that way for me…

So a used “Quick add lead” to add the lead with just a email address, I then went to the form and submitted the following
“test”, “lead”, "myemail@host.com" as first name, last name, email

It created two separate leads…

I worked out what was causing it though, the email field wasn’t set to be a unique identifier, in fact it had no value, one of the database migrations must have failed somewhere along the way…

Thanks for the help!

5

Glad you got it! Thanks for the note on the email unique identifier setting.