An Administrator wants to make a list of all prospects who complete the Contact Us form but only wants them to be added the first time they complete the form. If a prospect is ever removed from the list, they shouldn't be able to get added back to it.
What is a recommended way to create this type of list?

Question

An Administrator wants to make a list of all prospects who complete the Contact Us form but only wants them to be added the first time they complete the form. If a prospect is ever removed from the list, they shouldn't be able to get added back to it.

What is a recommended way to create this type of list?

gokulakrishna S B · Accepted Answer

Use an automation rule where prospects who complete the form will match the rule once and be added to the list.

gokulakrishna S B · Answer

Use a completion action on the form to automatically add anyone who completes it to the list.

gokulakrishna S B · Answer

Use a dynamic list that matches prospects as they complete the form.

gokulakrishna S B · Answer

Use table actions to add prospects who have completed the form to the list.

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