Form Question | Community
Skip to main content
October 25, 2013
Solved

Form Question

  • October 25, 2013
  • 5 replies
  • 1703 views
When someone clicks the "Submit" button, how can i set it up so it will email the form information to an email address?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Calvin_Lam
You can accomplish this by setting up a Smart Campaigin.  In the Smart List Tab, drag the trigger "Fills out Form" to the main panel and select the form you are interested in.  Next, go to the Flow Tab and you  can either (1) Send an Email to your Lead and/or (2) Send an Alert to specific people who are interested in this event (for example Lead Owner).  Finally, activate the Smart Campaign in the Schedule Tab.

5 replies

Calvin_LamAccepted solution
Level 4
October 25, 2013
You can accomplish this by setting up a Smart Campaigin.  In the Smart List Tab, drag the trigger "Fills out Form" to the main panel and select the form you are interested in.  Next, go to the Flow Tab and you  can either (1) Send an Email to your Lead and/or (2) Send an Alert to specific people who are interested in this event (for example Lead Owner).  Finally, activate the Smart Campaign in the Schedule Tab.
October 25, 2013
You will also need to use tokens within the body of the email to populate the alert with the leads information.
Level 4
October 25, 2013
@Kenny - Great point!
October 25, 2013
I'd recommend using this: http://community.marketo.com/MarketoArticle?id=kA050000000LADCCA4

The {{SP_Send_Alert_Info}} includes:
  • First name and last name as a link to the lead in Marketo
  • A link to the lead in your CRM
  • The campaign name in Marketo that sent the alert
  • The time at which the alert was sent


Level 4
October 26, 2013
Good call Jim!