Issues with name fields when using both Mailchimp and Google Drive integrations

  • Profile Image
    LongBeachRowing
    Asked on March 14, 2021 at 09:27 PM

    Hi there, I'm working on a form that does two things upon submission:

    1. Stores the submitter's info into Mailchimp(which has a combined Full Name field)
    2. Stores a copy of the submitted form into a Google Drive folder with the format "Lastname, Firstname"

    However, I'm unable to use both these integrations together due to inconsistent behavior with respect to the name fields, as I explain below.

    APPROACH #1:

    I started out using the built-in FullName field in Jotform which has two subfields for FirstName and Lastname. However, when I do this, Mailchimp works but Google Drive doesn't. In this case, the Mailchimp integration can work as expected but the Google Drive integration cannot, because it doesn't have separate variables for first and last name, as shown below. To get it to work as expected, I'd need separate variables for"coachsName_FirstName" and "coachsName_LastName", but I only have the one variable available here.1615771010_604eb582d0448_

    APPROACH #2:

    In this approach, I used separate fields for first and last name in Jotform. However, when I do this, Google Drive works but now Mailchimp doesn't. In this case, the Google Drive integration can work as expected because I have separate variables for first and last name. However, I cannot correctly send the data to Mailchimp because the Mailchimp integration only allows mapping one Jotform field per Mailchimp field, so I end up having to store only the first or last name to Mailchimp, but not both:

    1615771427_604eb723db440_

    My ideal solution would be for Jotform to update the Google Drive integration to provide separate variables for the subfields of the built-in FullName field. However, I am open to any alternative solution you can suggest. Please help!

  • Profile Image
    jherwin
    Answered on March 15, 2021 at 04:21 AM

    You can use a separate text boxes for first and last name and then add an additional short-text entry field for the full name.

    Please check this demo form: https://form.jotform.com/210732440470041

    You can use the other text-box or full name field for the google drive integration and set it hidden.

    Please give it a try and let us know how it goes.


  • Profile Image
    LongBeachRowing
    Answered on March 20, 2021 at 08:41 PM

    Thanks for the response. I see that the demo form auto-populates the full name field by combining the values from first and last name fields. That seems like exactly what I need, but how do you set it up to do that? I found this https://www.jotform.com/help/286-how-to-pass-field-value-to-another-field but I couldn't figure out how to combine the values from two fields into one.

  • Profile Image
    Ariel_P
    Answered on March 21, 2021 at 04:31 AM

    Greetings,

    You can clone the form to see how exactly it was set up.

    We have a detailed guide on how to do just that here: How to Clone an Existing Form From a URL

    The setup consists of three Short Text elements for first name, last name, and full name.

    1616315125_605702f5962d2_

    The Conditional Logic looks like so:

    1616315228_6057035c94e5c_

    It checks if both First Name and Last Name fields are filled. Combine the field values if true, and set the concatenated value to the Full Name field.

    Let us know if you have further questions.

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    LongBeachRowing
    Answered on March 22, 2021 at 09:14 PM

    Aha! I somehow missed that "copy multiple field values" option the first time. I think I finally have a solution that works now. Thanks for your help.