Re: How do I segment an email alert to one email field within a form when there are two email fields?

Anonymous
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How do I segment an email alert to one email field within a form when there are two email fields?

I have a form that requires two email addresses - one for our referral partner and another for a lead, in which the referral partner is submitting to us. I want to send a confirmation email to the referral partner without sending the email to the lead that was input. How do I filter out one of those email fields?
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Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

Use the "Add choice" and make a declaration on the "If" attribute to include your referral partner (whichever field you use to store their information).

Hope that helps.
Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

Add Chioce? Do you mean "Add Constraint" on the "Fills Out Form" trigger?
Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

Ok. I see what you're saying now. I was trying to do it within the triggers.

If I do it this way as you see below, I don't understand how it would actually filter out the other email field.I don't want the confirmation email to go to both emails, just one.

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Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

Instead of using the "Send Email", use the "Send Alert" flow action.  


Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

I'm still a little confused. I set it up as an alert, but how do I send the alert to the the referral partner's email address? Is there a special token I need to use? If I choose lead owner or account owner, the email is going to go to the lead owner within our SFDC instance. This email needs to go to our partner that filled out the form and does not have access to our SFDC instance.

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Anonymous
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Re: How do I segment an email alert to one email field within a form when there are two email fields?

You will need to add their email manually to the section "To Other Emails".

If you have multiple referral partners, you won't be able to use the "is not empty".  You will need to declare each partner by adding a choice for each one.