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A
Anonymous
August 20, 2014
Solved

if fill out form send information to email address

  • August 20, 2014
  • 5 replies
  • 5244 views
Hello does anyone know how to send info from a form to an email address? So I want all the information from an enquiry form on my website to be sent to an email address
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Best answer by Trish_Voskovitc
Glo-Ann
we use alerts all the time and sales loves the.

so trigger is fills out form (and we have constraint of website as we use same form on different landing pages and different people get alerts depending upon which page form was on - ie which asset they registered for)

then flow is : Send alert - then you pick the email you created as an alert (don't choose send email)

then you pick either from the pull down menu or choose None and put in the email addresses you want (this is how we do it as we have a specific list of people who get alerts)

and for schedule i do 1x per day only for that specific form as we don't want sales to get several alerts in same day for same asset (as sometimes a person fills our form more than once for some reason).


we actually have a different alert for each asset as we don't have a token for the name of asset

hope this helps

5 replies

A
Anonymous
November 8, 2017

Does anyone know if this is possible:

A form asks for the email address of the contact at your company whom the person is speaking with

Send an alert to the email address that was input on the form

The reason for this is the Record Owner may not be the person our Lead is speaking to, in this case we want to Alert the person which who they are actually conversing with vs the standard record owner

SanfordWhiteman
SanfordWhiteman
New Participant
November 8, 2017

Yes, if you're storing such a "lead-provided internal contact address" as a lead field, your triggered Alert can also send to that {{lead.token}} under To Other Emails.

Please open a new thread if you have additional questions.

A
Anonymous
November 8, 2017

Worked perfectly, thanks!

A
Anonymous
August 21, 2014
Thank you all so much! I sorted out the email, trigger and flow and it all works.
Trish_Voskovitc
Trish_VoskovitcAccepted solution
New Participant
August 20, 2014
Glo-Ann
we use alerts all the time and sales loves the.

so trigger is fills out form (and we have constraint of website as we use same form on different landing pages and different people get alerts depending upon which page form was on - ie which asset they registered for)

then flow is : Send alert - then you pick the email you created as an alert (don't choose send email)

then you pick either from the pull down menu or choose None and put in the email addresses you want (this is how we do it as we have a specific list of people who get alerts)

and for schedule i do 1x per day only for that specific form as we don't want sales to get several alerts in same day for same asset (as sometimes a person fills our form more than once for some reason).


we actually have a different alert for each asset as we don't have a token for the name of asset

hope this helps
A
Anonymous
October 31, 2016

This has been very helpful. Does this alert pull in the form information using tokens? Do you need to use 1 token for each field that is in the form or is there a way to pull ALL information from the form?

Thank you!

Josh_Hill13
Josh_Hill13
New Participant
August 20, 2014
The email will contain the Tokens from the fields you have on the Form.

{{lead.First Name}}
{{lead.email address}}
{{lead.Job Title}}

for example.
A
Anonymous
August 20, 2014
One option is setting up a triggered campaign based on "Fiils out Form". The flow would send an enail alert, using tokens to match the fields in the form.

 
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