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A
Anonymous
November 16, 2016
Question

Email alert after a form submission from an EXISTING lead

  • November 16, 2016
  • 3 replies
  • 2183 views

Hi,

I am trying to set up a triggered email alert after an existing lead fills out a form on my website.

My set up currently only works for new leads as the only trigger alert available is "Lead is created".

My smart campaign set up is:

Smart list: Lead is created AND Lead Origin is mywebsite.com

Flow: Send alert

How do I get my alert to be sent after an EXISITING lead submits a form on my website?

Thanks

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3 replies

Devraj_Grewal
Devraj_Grewal
Level 10
November 17, 2016

You can use the filter "not lead was created in timeframe today". That will mean that only leads created before today will execute the flow step.

So use the smart list: filled out form & not lead was created in timeframe today

and the flow: send alert

A
Anonymous
November 17, 2016

Hi Devraj, thanks for your response.

The trick is that I don't use marketo forms on my website. They are custom built Ajax forms leveraging the Marketo token, which I don't believe allows me to use as a trigger.

SanfordWhiteman
SanfordWhiteman
Level 10
November 17, 2016

If the forms use the REST API to upsert the lead, that still creates activities in the ActLog (just not literal Filled Out Form activities).

Of course, using the REST API instead of the Forms API here is highly questionable because it makes all this stuff less straightforward, with no overall benefit (and with a DoS vulnerability to boot).

Sara_Greaves
Sara_Greaves
Level 4
November 17, 2016

Hi Pierre,

You can still use a trigger, just use fills out form. You can apply the appropriate constraints to the trigger. Then, as Devraj mentioned, you can apply a filter for the lead create date. Because we had Salesforce before we had Marketo, the "Created At" is different (i.e. more recent) than our "Sales Created Date" for many leads. When we use a lead create filter, we usually use "Created At" because this is when the lead was created in Marketo. Hopefully that helps!

    A
    Anonymous
    November 17, 2016

    Hi Sara, thanks for your response.

    The trick is that I don't use marketo forms on my website. They are custom built Ajax forms leveraging the Marketo token, which I don't believe allows me to use as a trigger.

    A
    Anonymous
    November 22, 2016

    Hi Pierre Lintzer​,

    Try this out....

    1. Create a custom text field titled something like "Form Submission Code."
    2. Add this field to the form as a hidden field and make the default value a code specific to this form.
      • Example: Say the form was for a Market Research Report , I'd populate that hidden field with "marketResearchReport"
    3. On your post form Smart Campaign, add a 'Data Value Changed' trigger. Use the form specific code from the previous step as your 'New Value' constraint.
      • Example (continued): the 'New Value' constraint would be "marketResearchReport"

    This process can be used for as many forms as you need since it Triggers off of a field being updated. Simply use a unique code for each form.

    Hope that helps!

    Allie

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