Multiselect fields and Thank You Page followup | Community
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A
Anonymous
September 28, 2017
Question

Multiselect fields and Thank You Page followup

  • September 28, 2017
  • 2 replies
  • 1464 views

Hi Community,

What is the best way to send a lead to a specific landing page based on whether they selected a certain combination of values from a MultiSelect picklist?

Is it just to use the "multiselect field 'contains' X,Y,Z"?

Relatedly, is it wise to do so for each combination? We basically have a set of follow-up questions that we want to ask based on what they select in the multiselect field. For example, if they select Product A and Product B, then we want to ask all the follow-up questions relating to Product A and B. We have 6 different products.

Thanks,
Hoi

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
September 28, 2017

You could use the TY Page Routing choice steps within the Form settings. But I believe this isn't really possible with that functions limits. You need to have it know about a specific field value or CONTAINS at the time of Form Fill and not rely on Smart List like lookups.

You may want to have it do a workflow with a set of Forms and Pages based on the questions. You'll have to manage the  branching more carefully or make it simpler.

SanfordWhiteman
SanfordWhiteman
Level 10
September 28, 2017

Don't try to maintain all the permutations -- that's going to be crazy.

Instead, simply forward the value of this field to the follow-up page. You only need one follow-up page and one follow-up form.

Use Visibility Rules on the follow-up form to determine which other questions to ask.

    A
    Anonymous
    September 28, 2017

    Very helpful! Thanks, Sanford and Josh!

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