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Jason_Hamilton1
Jason_Hamilton1
New Participant
May 17, 2016
Solved

Change program status from a lead alert email

  • May 17, 2016
  • 2 replies
  • 5569 views

Hello all,

Looking for a way to change a lead's program status from an alert email. For example a lead fills out a form registering for an event, alert goes to program owner, the owner clicks accept or decline, and depending on the link they click, the program status would change for the lead. Has anyone had any success doing anything like this?

Any ideas would be appreciated.

Thanks,

Jason

    Best answer by SanfordWhiteman

    Interesting one.  Aside from using a webhook -- which would work, but isn't necessary -- you could have a referral-type LP (no Munchkin cookie on the form, following the usual prescription) that automatically posts a form using the Forms 2.0 API with the lead's email address. The accept/decline could be in the URL, so you don't have to waste a lead field on it. 

    Then trigger on Fills Out Form, Form is 'Program Owner Approval', Query String contains 'accept'.

    2 replies

    Dan_Stevens_
    Dan_Stevens_
    New Participant
    May 17, 2016

    So it sounds like you have an event program with approve/reject functionality.  If so, we've built all of the assets/workflows to support this:

    This uses a similar approach that Sandy suggested above.

      Jason_Hamilton1
      Jason_Hamilton1Author
      New Participant
      May 20, 2016

      Thanks Dan,

      This is super helpful, I wish I could mark both of you as correct.

      Jason

      Dan_Stevens_
      Dan_Stevens_
      New Participant
      May 20, 2016

      No problem, Jason - just happy to help.  The one item I forgot to include in my reply is what that URL looks like within the alert:

      • Approve registrant: yourdomain.com/{{my.ApprovalPageURL}}.html?EmailAddress={{lead.Email Address}}&First={{lead.First Name}}&Last={{lead.Last Name}}
      • Deny registrant: yourdomain.com/{{my.DenialPageURL}}.html?EmailAddress={{lead.Email Address}}&First={{lead.First Name}}&Last={{lead.Last Name}}

      The URL tokens above aren't actually URLs, but rather the value that's contained in the highlighted area of the LP URL builder:

      SanfordWhiteman
      SanfordWhitemanAccepted solution
      New Participant
      May 17, 2016

      Interesting one.  Aside from using a webhook -- which would work, but isn't necessary -- you could have a referral-type LP (no Munchkin cookie on the form, following the usual prescription) that automatically posts a form using the Forms 2.0 API with the lead's email address. The accept/decline could be in the URL, so you don't have to waste a lead field on it. 

      Then trigger on Fills Out Form, Form is 'Program Owner Approval', Query String contains 'accept'.

        Jason_Hamilton1
        Jason_Hamilton1Author
        New Participant
        May 20, 2016

        Helpful as always Sanford!

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