Hey guys, I'm trying to figure out how to create a dynamic list of people that filled out a specific set of forms over a specific time period (ex. Anyone that filled out a demo/pricing request form in the last week). I'm not seeing a good way to target a form completion AND a specific date/time range that that form was filled out within a Pardot list. Am I missing something obvious here?
I know I can look at the form itself to isolate those people with the date range, and I can also look at a form report view in Pardot. But I'm looking for an automated way to create that list, so I can sync people to campaigns and do other data work on this segment. Any help would be awesome! Thanks!
Hello @Vlad Dimitrov,
The solution I can think of is as below: 1) create custom prospect fields (type-date) for forms submission, though one would have to create custom date field for each of the form if the separate list has to be created for every form.
2) Next would be add this custom field in the completion action action of form and add update the field value to submission date of form
3) Now we can create the dynamic list or any other automations to create the list with the custom field date value as the rule. In the below screenshot I have tried to find the prospect who has filled the form in the last 7 days.
Thanks,
