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

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

Happy Friday!

I am trying to create an email that gets triggered when a specific form is filled out. However, I want the email to contain the data submitted in one of the fields on the form. Is this possible?

Basically we are going to create a form where people can submit questions/ideas, and I want those questions/ideas to be populated in an email that gets triggered to a specific address each time it gets filled out.

Hope this makes sense, and thanks for any help/input.

ML

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Level 8

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

More specifically, here's what you'd do.

Create a Smart Campaign: Trigger: Form Fill for <form name>

Flow: Send Alert

-------Email (create the email below)

-------Send To (either lead owner or your email address or a tokened name, etc

Email: (CREATE THIS AS AN OPERATIONAL EMAIL!!!!)

FROM: name@company.com

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

Approximate Time: {{system.datetime}}

First Name: {{lead.First Name}}

Last Name: {{lead.Last Name}}

Company: {{company.Company Name}}

Phone: {{lead.Phone Numbers}}

Email: {{lead.Email Address}}

Comments: {{lead.Note Field Name}}

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20 REPLIES 20
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Level 6

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

Yes, use tokens.

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

Hi Jim-

Yes I know that I should the token for that field. But how will the email know which lead to pull that token data from? So if I submit the form and you submit the form, two emails should be triggered, but how do I make sure it pulls from my data on the first submit and yours on the second?

Apologies if this is a stupid question.

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Level 6

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

If you submit the form and trigger the campaign, the email will contain your data.

If I submit the form and trigger the campaign, the email will contain my data.

The emails pulls values from the lead that triggers the campaign.

Highlighted
Level 8

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

More specifically, here's what you'd do.

Create a Smart Campaign: Trigger: Form Fill for <form name>

Flow: Send Alert

-------Email (create the email below)

-------Send To (either lead owner or your email address or a tokened name, etc

Email: (CREATE THIS AS AN OPERATIONAL EMAIL!!!!)

FROM: name@company.com

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

Approximate Time: {{system.datetime}}

First Name: {{lead.First Name}}

Last Name: {{lead.Last Name}}

Company: {{company.Company Name}}

Phone: {{lead.Phone Numbers}}

Email: {{lead.Email Address}}

Comments: {{lead.Note Field Name}}

View solution in original post

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

Robb, this is awesome. Thank you so much.

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

Thanks for this.

One question: where do I get the trigger name?

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Level 10 - Community Moderator

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

{{trigger.Name}} is an actual token, not shorthand.

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

So, I don't replace Name with something?

Level 10 - Community Moderator

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

Correct, {{trigger.Name}} and {{trigger.Trigger Name}} refer to trigger characteristics automatically.