Smart Campaign for a specific question in form

Forum|Forum|11 years ago
July 18, 2014
5 replies
1654 views

Hi Everyone!

I was wondering if there was a way to have a smart campaign triggered when someone answers "yes" for to a specific question in a form? For example, I want to be notified when someone clicks "yes i would like to be contacted" and I would also like for another email to be automatically sent to the lead saying that someone will be with you shortly, is this possible?

Marketo

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Best answer by

Hi Kristen,

You can create a campaign that triggers on a "data value changes" trigger.

1.) in the smart list, choose "data value changes" with the lightning bolt next to it, next
2.) put the field you're keying off of as the "attribute" and then,
3.) create a "constraint" with new value equals "yes..", or TRUE, or 1, or however the data is captured that indicates that they would like to be contacted.

Then, in the flow have it send you an alert.

Best Regards,

Dave

A

Anonymous

Accepted solution

Hi Kristen,

You can create a campaign that triggers on a "data value changes" trigger.

1.) in the smart list, choose "data value changes" with the lightning bolt next to it, next
2.) put the field you're keying off of as the "attribute" and then,
3.) create a "constraint" with new value equals "yes..", or TRUE, or 1, or however the data is captured that indicates that they would like to be contacted.

Then, in the flow have it send you an alert.

Best Regards,

Dave

A

Anonymous

Thanks! Do you know if there is a way to attach any comments that the user might include in the form in the alert email? (I don't have a CRM)

Josh_Hill13

Level 10

Yes, add the token for your comment field:

For example:
{{lead.Comments}} will drop that into an email or even a Task.

See my post on how to do comments history
http://www.marketingrockstarguides.com/marketo-hidden-tricks-tips-1482/

A

Anonymous

Yeah, Josh has it. Drop that token into your alert email.

A

Anonymous

Thanks guys!

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