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Capturing custom field data on anonymous leads

Question asked by 6e3aeb82dad57ed9534e3f5254c3c1bdf9d1f21e on Oct 19, 2016
Latest reply on Oct 27, 2016 by sanford.whiteman

We're looking to build a pop-up window for first-time website visitors that will ask them to self identify their business size and type. We then want to direct them to the appropriate page for their persona based on this data. We don't want to request contact information at this point. Just those two demographics. However, there's some functionality details I'm unclear on as far as how the best way to accomplish this would be.

 

My initial thought was to have this built as a form with just those two fields, but as far my understanding goes, you cannot capture custom field data until a lead is known. Outside of that, I'm unaware of a way to dynamically define the followup page based on the the responses contained in said form. Would this be doable with (simple enough) javascript?

 

Outside of that, I was thinking of just making buttons with utm parameters and have a smart campaign that eventually adds this demographic data to the lead once the lead becomes known. But to do this, the lead will have to make itself known within 90 days to take advantage of the data. That's a large enough window to make it worthwhile, but I'm still curious if there's a better way to go about this that isn't bound to the 90-day expiration on "Visits web page" data.

 

Insight from anyone else currently doing something similar would be greatly appreciated.

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