Approve downloads from a form

Anonymous
Not applicable

Approve downloads from a form

Hi,

We are looking to approve whitepaper downloads on a case by case basis. Is there a way to do this? Currently, I have a form on a landing pages that triggers an email with a link to the form.  These automatically go out, but is there a way to stop the flow 

I know one way is to create a domain smartlst to block, but that is difficult to list all of the domains.  Has anyone had to do this?

Thank you!
Crystal
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3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Approve downloads from a form

Hi Crystal,

Can you tell us more about whom you want to block? For blocking competing domain or personal domain addresses, you can do this either by:
  • javascript (there is some code here: test.hollebone.ca or just do a search on the community)
  • Smart List filter on the email trigger.
  • Holding Queue

For the Smart List Trigger, just create a Smart List "Competitors" and then drag that below the Fills Out Form trigger. That should block a bunch of people.

For the Holding Queue, you can let anyone sign up, but all of those leads end up in a SFDC Queue or just in a smart list/member of program. Then you can remove some of those people using a Competitor smart list or by hand. Then you can run a batch email to send out the link.

Anonymous
Not applicable

Re: Approve downloads from a form

Hi Josh,

The holding queue sounds like the best solution. Thank you for the response! 

Do you know the best way to set up a holding queue? 

Best,
Crystal
Josh_Hill13
Level 10 - Champion Alumni

Re: Approve downloads from a form

You can setup a Queue in SFDC and route those leads to that Queue.