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September 28, 2015
Question

Form Notification

  • September 28, 2015
  • 1 reply
  • 2127 views

How do i make it so that i am notified when a form is filled out?

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1 reply

Adobe Employee
September 28, 2015

Hi Taylor,

You'll want to have a smart campaign setup in your Marketing Activities section.  You'll use a Fills Out Form trigger in the Smart List tab of the campaign, and you can choose a specific form, or use the Is Any option in the trigger's drop down to trigger off of all forms.  In the Flow tab of the campaign you'll use a Send Alert flow step, and choose which email you want to be sent when the campaign is triggered.

The email can contain tokens like {{lead.First Name}} for lead information, or {{trigger.trigger name}} to get the name of the form they filled out.  You can see all of the available tokens you can use in your alert email here. https://docs.marketo.com/display/public/DOCS/Tokens+Glossary

Once all that is done, you activate the campaign on the Schedule tab, and you'll start getting alerts for your form fill outs.

John

September 28, 2015

Thanks John,

Should i set the schedule to run everyday? My goal is basically to get notified whenever a form is filled out.

Adobe Employee
September 28, 2015

Hi Taylor,

If you use the Fills Out Form trigger (Orange Lightning Bolt) in the Smart List, then it will become a trigger campaign and the schedule tab will say Activate. Check your smart list and switch the green filter for an orange trigger.

John