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Can I create an alert email that contains form submission data?

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Anonymous
Not applicable

Re: Can I create an alert email that contains form submission data?

Still no go.

I've got a smart campaign with:

  • smart list: fills out form, form name
  • Flow: send alert, transactional email name

The email is formatted with:

subject: {{trigger.Trigger Name}} for {{lead.Full Name}} from {{trigger.name}}

body:
First name: {{lead.First Name}}

Last Name: {{lead.Last Name}}

Email Address: {{lead.Email Address}}

City: {{lead.City}}

State: {{lead.State}}

Zip Code: {{lead.Postal Code}}

Phone: {{lead.Phone Number}}

Product interest: {{lead.Dolphin product dropdown selector}}

Sales rep: {{lead.Dolphin sales representative}}

Any idea what I'm doing wrong?

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Level 10 - Community Moderator

Re: Can I create an alert email that contains form submission data?

I don't know what you're doing wrong b/c you aren't describing your results.

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Anonymous
Not applicable

Re: Can I create an alert email that contains form submission data?

I submit the form, the form works, but no email is sent.

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Level 10 - Community Moderator

Re: Can I create an alert email that contains form submission data?

Check the results of the Smart Campaign. The contents of the email are not at fault for the email not being sent (or it is vanishingly unlikely that content or tokens have anything to do with the problem).

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Anonymous
Not applicable

Re: Can I create an alert email that contains form submission data?

Results of the smart campaign = No Activity Found.

One thing to note: in the Flow section of the campaign, I have the first recipient set to Sales Owner. The second email is my email address. But there is no sales owner.

Should I set myself as the sales owner?

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Level 10 - Community Moderator

Re: Can I create an alert email that contains form submission data?

You should ensure that all recipients exist, yes.

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Level 1

Re: Can I create an alert email that contains form submission data?

Hello all,

Hope you are well.

We are also trying to include the new leads data information into our alert email, but since we have put the token as the description in the discussions. The First name/Last name/company....shows up with the information who receive this alert email ( our sales team), but not with the lead who Filled out the form. so is this set up working in your campaigns?? or is there any other way we might be able to work on it??

I know we might use the Token {{SP_Send_Alert_Info}}

but We would like to have the alert email with more information in it

Hello (Sales Team)

Please find the below new leads who filled the interest of our course.

First name: ( New leads who filled out the form)

Last name:( New leads who filled out the form)

Company:( New leads who filled out the form)

Job Title:(New leads who filled out the form)

Course interest:( New leads who filled out the form)

Is it possible??It will be great to have some advice.

Thank you so much

Kind regards,

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Level 8

Re: Can I create an alert email that contains form submission data?

Thank you for marking mine correct! I need more correct answers!

Level 8

Re: Can I create an alert email that contains form submission data?

Likewise you can make the FROM the lead's email address so that the recipient can reply directly to the alert email.

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Level 8

Re: Can I create an alert email that contains form submission data?

Delete the Sales Owner if there is none, just use secondary.