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camillebrooks19
New Participant
May 18, 2023
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Send Email Alert – Custom Form

  • May 18, 2023
  • 1 reply
  • 3004 views

We have a form on our company website that begins with a dropdown to select what kind business unit you're interested in. Based on your selection, the form changes. How do I set up the alert to send to different lead owners based on which drop selection a user makes?

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Best answer by Darshil_Shah1

You should use the Business Unit field in the choice step condition; this field will have the data for the person's BU, right? See below Send Alert flow step as an example:

 

1 reply

Darshil_Shah1
Darshil_Shah1
Community Manager
May 18, 2023

Is this a Marketo form? If so, then you’ll have the BU data in corresponding field upon form submit, and so you can use the values in Choice steps in flow of the campaign that is triggered when someone fills out this form. Each choice step in the can have a condition saying If BU = ABC, Send Alert to corresponding point of contact person.

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camillebrooks19Author
New Participant
May 18, 2023

I know I need to use alerts, but I am having trouble determining what needs to be under the "If" of the choice conditions.

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
May 18, 2023

You should use the Business Unit field in the choice step condition; this field will have the data for the person's BU, right? See below Send Alert flow step as an example:

 

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