Can I create an alert email that contains form submission data? | Community
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A
Anonymous
June 3, 2016
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Can I create an alert email that contains form submission data?

  • June 3, 2016
  • 5 replies
  • 9443 views

Happy Friday!

I am trying to create an email that gets triggered when a specific form is filled out. However, I want the email to contain the data submitted in one of the fields on the form. Is this possible?

Basically we are going to create a form where people can submit questions/ideas, and I want those questions/ideas to be populated in an email that gets triggered to a specific address each time it gets filled out.

Hope this makes sense, and thanks for any help/input.

ML

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    Best answer by Robb_Barrett

    More specifically, here's what you'd do.

    Create a Smart Campaign: Trigger: Form Fill for <form name>

    Flow: Send Alert

    -------Email (create the email below)

    -------Send To (either lead owner or your email address or a tokened name, etc

    Email: (CREATE THIS AS AN OPERATIONAL EMAIL!!!!)

    FROM: name@company.com

    Subject: {{trigger.Trigger Name}} for {{lead.Full Name}} from {{trigger.name}}

    Approximate Time: {{system.datetime}}

    First Name: {{lead.First Name}}

    Last Name: {{lead.Last Name}}

    Company: {{company.Company Name}}

    Phone: {{lead.Phone Numbers}}

    Email: {{lead.Email Address}}

    Comments: {{lead.Note Field Name}}

    5 replies

    Jim_Thao7
    Jim_Thao7
    Level 8
    June 3, 2016

    Yes, use tokens.

    A
    Anonymous
    June 3, 2016

    Hi Jim-

    Yes I know that I should the token for that field. But how will the email know which lead to pull that token data from? So if I submit the form and you submit the form, two emails should be triggered, but how do I make sure it pulls from my data on the first submit and yours on the second?

    Apologies if this is a stupid question.

    Jim_Thao7
    Jim_Thao7
    Level 8
    June 3, 2016

    If you submit the form and trigger the campaign, the email will contain your data.

    If I submit the form and trigger the campaign, the email will contain my data.

    The emails pulls values from the lead that triggers the campaign.

    Robb_Barrett
    Robb_BarrettAccepted solution
    Level 10
    June 3, 2016

    More specifically, here's what you'd do.

    Create a Smart Campaign: Trigger: Form Fill for <form name>

    Flow: Send Alert

    -------Email (create the email below)

    -------Send To (either lead owner or your email address or a tokened name, etc

    Email: (CREATE THIS AS AN OPERATIONAL EMAIL!!!!)

    FROM: name@company.com

    Subject: {{trigger.Trigger Name}} for {{lead.Full Name}} from {{trigger.name}}

    Approximate Time: {{system.datetime}}

    First Name: {{lead.First Name}}

    Last Name: {{lead.Last Name}}

    Company: {{company.Company Name}}

    Phone: {{lead.Phone Numbers}}

    Email: {{lead.Email Address}}

    Comments: {{lead.Note Field Name}}

    Robb Barrett
      A
      Anonymous
      June 3, 2016

      Robb, this is awesome. Thank you so much.

      Robb_Barrett
      Robb_Barrett
      Level 10
      June 3, 2016

      Thank you for marking mine correct! I need more correct answers!

      Robb Barrett
      Robb_Barrett
      Robb_Barrett
      Level 10
      June 3, 2016

      Likewise you can make the FROM the lead's email address so that the recipient can reply directly to the alert email.

      Robb Barrett
        Robb_Barrett
        Robb_Barrett
        Level 10
        October 5, 2017

        Delete the Sales Owner if there is none, just use secondary.

        Robb Barrett
        A
        Anonymous
        October 5, 2017

        Thanks Robert.

        I had actually entered my own email in the primary field, and it still didn't work. So I deleted it, and now I'm good.

        Thanks for following up!

        Peter Crowell

        Digital Marketing Manager // Mobile Marketing, LLC

        Office: (484) 944-1422 // mobile-marketing.agency<http://www.mobile-marketing.agency/> // peter@mobile-marketing.agency<mailto:peter@mobile-marketing.agency>

        Disclaimer: This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify the sender. This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this email. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.

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