Run Send Email Flow steps, identifying the Email via forms data written to person fields.
First forum post from a longt-ime Eloqua users trying to convert to Marketo!
To simplify life I am looking to build a program that can handle lots of different forms, and conditionally run flow steps. The first step is an 'always' step, and it's to take the 18 digit SFDC Campaign ID and write it to a person field, along with the status. The Add to Campaign flow step is then configured with the lead tokens for those two fields - and it works like a dream.
Now for the other flows steps. If form includes hidden fields to indicate if an email should be sent, and another to define which email should be sent, then execute that flow step - using the 'data' in the form to identify the email.
The first part is straightforward, set up the form with a Boolean Field called sendEmail checked to true. The second, include a hidden field called emailToSend and pass a value to identify the email. On a program we have zero issue to add a Flow Step called email, add a condition to send a specific email (selected from a drop down) if sendEmail using is true. But instead of selecting a specific email from the email selector dropdown, we want to be able to define the email to send using info from the form, written to a field on the person (in this case emailToSend).
We also want similar for Send Alert (but have a fallback), Call Webhook (but not tested to see if you can pass the Webhook via a person token either).
Is this possible - and should we be:
- Passing the Email Asset Name
- The ID
- Giving up and moving on
We can create separate triggers to watch for fields with specific values and then send the relevant emails.
Really hoping there is someone out there who's cracked this. No more creating unique programs or triggers just to fire notifications and trigger emails.
Greg