Triggering Auto-Email Alerts from a Specific Form Field Picklist Selection? | Community
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A
Anonymous
May 15, 2014
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Triggering Auto-Email Alerts from a Specific Form Field Picklist Selection?

  • May 15, 2014
  • 5 replies
  • 2029 views
I'm working on a campaign that needs to send an email alert to our Channel Sales VP whenever one of the form field's picklist values is set to "Yes."  Does Marketo have the ability to trigger auto email alerts from a specific selected form field value during form fillout?

If so, how is this done (I looked at the "Add Constraint" options on the "Fills Out Form" trigger, but no help there)?  

If not, how else would I possibly do this?
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Best answer by Conor_Fitzpatri
Hi Justin,

You wouldn't need to use the Data Value Changes filter. The Lead will be created with that value already filled in. For example, let's say the field you wanted to look at is State and you wanted to send a notification any time a Lead from CA fills out the form. The smart list would be:

  • Use ALL Filters
  • Trigger - Fills Out Form
  • Filter - State = CA
 
As long as the field you are concerned about exists in Marketo and is not hidden, it will be available as a filter.

5 replies

Conor_Fitzpatri
Conor_Fitzpatri
Level 5
May 15, 2014
Hey Justin,

You could just add an additional filter, where the picklist value = Yes:

  • Use ALL Filters
  • Trigger - Fills Out Form
  • Filter - Picklist Value = Yes

Hope that helps.
A
Anonymous
May 15, 2014
Hey Conor - to clarify your third bullet-point:

  • Filter - Picklist Value = Yes ==> Do you mean a "Data Value Changes" filter here?
​
I'm configuring the smart campaign with a "Fills Out Form" trigger, and then the suggested "Data Value Changes" filter for the specific form field, where Previous Value "Is Empty" and the New Value is "Yes."

But, if this is going to be a brand-newly created lead, how is a FILTER going to key off of a field value that Marketo doesn't (yet) see in its system? I'm going to test this right now and let you know what happens...
 

Conor_Fitzpatri
Conor_FitzpatriAccepted solution
Level 5
May 15, 2014
Hi Justin,

You wouldn't need to use the Data Value Changes filter. The Lead will be created with that value already filled in. For example, let's say the field you wanted to look at is State and you wanted to send a notification any time a Lead from CA fills out the form. The smart list would be:

  • Use ALL Filters
  • Trigger - Fills Out Form
  • Filter - State = CA
 
As long as the field you are concerned about exists in Marketo and is not hidden, it will be available as a filter.
A
Anonymous
May 15, 2014
Hi Justin, 

Conor is correct if you would like to set up smart campaigns for each partner that have specific perameters.

If you had fewer options you could set up the smart campaign

Smart Campaign
-Fills Out Form

Flow Send Alert
-Add Choice
If Field Value = Yes > VpChannelSales@yourcompany.com, JustinM@yourcompany.com
If State = Wyoming > Conatact@CompanyB.com
Default = JustinM@yourcompany.com

You can base a choice on any field and it will send to the first person or people that it qualifies for.

Good Luck!

-Ryan
A
Anonymous
May 16, 2014
Thanks Guys! Conor's second case comment did the trick.
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