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Christian_Tovar
Christian_Tovar
Level 3
Jun 6, 2019 8:13 PM UTC
Question

Trigger setup based on form response

I am trying to setup a trigger email based on the response to the form. Is this the correct setup?

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12 replies

SanfordWhiteman
SanfordWhiteman
Level 10
Jul 21, 2019 5:40 AM UTC

Yes, that can work.

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Sant_Singh_Rath
Sant_Singh_Rath
Level 6
Jun 17, 2019 11:15 AM UTC

This flow will work when someone will fill the added form and travel type value will contain charter. So, flow will be triggered when both condition will be true.

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Best regards,Sant Singh Rathaur
Christian_Tovar
Christian_TovarAuthor
Level 3
Jul 2, 2019 8:53 PM UTC

Hi,

Coming back to this. So what if I want to send two different thank you emails? What's the best way to set up and what's the best way to test that it will work.

Right now we have it as smart campaigns in a program. Is that best practice?

I want to send two different thank you emails based on the new leads so it will look like this

New person fills out form and travel type is charter = thank you email for charter

new person fills out form and travel type is per seat = thank you email for per seat

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SanfordWhiteman
SanfordWhiteman
Level 10
Jul 2, 2019 9:16 PM UTC

You may not need a different email. If the content only differs by a couple of lines, for example, then switching on a single Lead field like this is easier using a single email and a Velocity token. (More email assets mean more housekeeping.)

If you need a different email, then you can have 2 Smart Campaigns, one for each Travel Type value.

Also, if this only for new leads you should use the trigger Person Created with a form constraint, not Fills Out Form (despite people's tendency to use FoF, it cannot directly determine whether someone is net new).

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Jackie_Potts
Jackie_Potts
Level 6
Jun 6, 2019 8:58 PM UTC

This looks like it will work. They need to fill out the customize.form and have the travel type data value contain charter the way I understand what you have set up.

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    Christian_Tovar
    Christian_TovarAuthor
    Level 3
    Jun 6, 2019 9:51 PM UTC

    that is exactly how i want it to work. so glad it will work 

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    Jun 6, 2019 8:27 PM UTC

    Pls change from Discussion to Question.

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    Christian_Tovar
    Christian_TovarAuthor
    Level 3
    Jun 6, 2019 9:51 PM UTC

    how do i do that?

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    Jun 6, 2019 9:59 PM UTC

    When you open a thread you have the choice (and should pretty much always choose Question). Don't know where it is to change after the fact.

    See, now you can't mark Jackie's answer as Correct.

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