Lead Scoring a Form Once Only

How to Count Only the First Form Submission for Lead Scoring

Hi All,

For lead scoring purposes, how can we ensure that only the first form submission is counted if a prospect submits the same form multiple times?

You can achieve this by following these steps:

Create a Numeric Custom Field
Name it something like “Form Submission Counter.” Use your form’s Completion Action to increment this field each time the form is submitted (via “Increment Prospect Field Value”).
Set Up a Recurring Automation Rule
Create a rule that triggers when “Form Submission Counter” is greater than or equal to 2. Add the following actions:
- Adjust Prospect Score: Reduce the score by X points, where X equals the number of points typically added for a form submission (e.g., 50).
- Decrement the Form Submission Counter field.

This approach ensures that only the first submission affects the lead score, while subsequent submissions are effectively neutralized.

There isn’t a direct way to prevent forms from adding points for repeated submissions as defined in scoring rules. However, here’s an alternative:

Use a checkbox field that gets marked on the initial submission.
Add a conditional completion action to the form to reverse the points for additional submissions if the checkbox is already marked.

While this method could work, you’d need to test it thoroughly to ensure it meets your needs. One drawback is that it might clutter the audit tab with numerous scoring adjustments.