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5 Rules for testing your Account Engagement (Pardot) forms
Forms are usually tested from the user's point of view by filling out the form on the website or the landing page. If you test your Account Engagement (Pardot) forms like this, you need to consider some features. Therefore, It's important to understand how Account Engagement handles incoming data via form submissions.
The following section from my blog "Multiple prospects with the same email address in Account Engagement" explains how Account Engagement handles incoming data via form submissions:
"After a form has been submitted, Account Engagement tries to associate the activity with a prospect via visitor cookie. If the form has been submitted by a visitor with a corresponding visitor cookie, the activity is added to this record. If the visitor cookie matches with a prospect in the recycle bin, it's undeleted. For prospects with no corresponding visitor cookie, Account Engagement looks for corresponding email addresses. If there's more than one prospect with the same email address, the incoming data is saved to the prospect with the most recent activity. If there's no prospect with a corresponding email address, Account Engagement creates a new prospect."
This functionality has implications for testing forms. The following five rules help you to test your forms successfully:
The following section from my blog "Multiple prospects with the same email address in Account Engagement" explains how Account Engagement handles incoming data via form submissions:
"After a form has been submitted, Account Engagement tries to associate the activity with a prospect via visitor cookie. If the form has been submitted by a visitor with a corresponding visitor cookie, the activity is added to this record. If the visitor cookie matches with a prospect in the recycle bin, it's undeleted. For prospects with no corresponding visitor cookie, Account Engagement looks for corresponding email addresses. If there's more than one prospect with the same email address, the incoming data is saved to the prospect with the most recent activity. If there's no prospect with a corresponding email address, Account Engagement creates a new prospect."
This functionality has implications for testing forms. The following five rules help you to test your forms successfully:
- If a form is filled out more than once, Account Engagement duplicates the prospect activities every 30 minutes. Although every submission is accepted and all automation rules are triggered, only one form submission per 30 minutes appears in the prospect activities. To check if each submission was successful, you can open the Prospect Audits, where any changes are registered.
- To test a form multiple times, clear your browser cookies before each new test and use a new email address. If you don't delete your cookies or use the same email address, the incoming data will be added to the prospect of the first test.
- If you try to open the landing page with a built-in form within 10 minutes after a completed test, either the thank you message will appear or you will be redirected to the landing page with the thank you message. To see your form immediately after form submission, delete your cookies.
- If a submitted form directly triggers an autoresponder email and a form is tested several times with the same email address within a short period of time, Account Engagement will suppress the autoresponder.
- If you want to test a form with progressive profiling without "Always Display" enabled, you must wait 10 minutes after submission. If you would like the adapted version of the form to be displayed immediately after submission, add the following parameter to the end of the form URL: "?PI_ALWAYS_DISPLAY=1".
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