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Change program status from a lead alert email

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Level 6 - Champion Alumni

Change program status from a lead alert email

Hello all,

Looking for a way to change a lead's program status from an alert email. For example a lead fills out a form registering for an event, alert goes to program owner, the owner clicks accept or decline, and depending on the link they click, the program status would change for the lead. Has anyone had any success doing anything like this?

Any ideas would be appreciated.

Thanks,

Jason

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Re: Change program status from a lead alert email

Interesting one.  Aside from using a webhook -- which would work, but isn't necessary -- you could have a referral-type LP (no Munchkin cookie on the form, following the usual prescription) that automatically posts a form using the Forms 2.0 API with the lead's email address. The accept/decline could be in the URL, so you don't have to waste a lead field on it. 

Then trigger on Fills Out Form, Form is 'Program Owner Approval', Query String contains 'accept'.

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Highlighted

Re: Change program status from a lead alert email

Interesting one.  Aside from using a webhook -- which would work, but isn't necessary -- you could have a referral-type LP (no Munchkin cookie on the form, following the usual prescription) that automatically posts a form using the Forms 2.0 API with the lead's email address. The accept/decline could be in the URL, so you don't have to waste a lead field on it. 

Then trigger on Fills Out Form, Form is 'Program Owner Approval', Query String contains 'accept'.

View solution in original post

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Level 6 - Champion Alumni

Re: Change program status from a lead alert email

Helpful as always Sanford!

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Level 10 - Champion Alumni

Re: Change program status from a lead alert email

So it sounds like you have an event program with approve/reject functionality.  If so, we've built all of the assets/workflows to support this:

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This uses a similar approach that Sandy suggested above.

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Level 6 - Champion Alumni

Re: Change program status from a lead alert email

Thanks Dan,

This is super helpful, I wish I could mark both of you as correct.

Jason

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Level 10 - Champion Alumni

Re: Change program status from a lead alert email

No problem, Jason - just happy to help.  The one item I forgot to include in my reply is what that URL looks like within the alert:

  • Approve registrant: https://yourdomain.com/{{my.ApprovalPageURL}}.html?EmailAddress={{lead.Email Address}}&First={{lead.First Name}}&Last={{lead.Last Name}}
  • Deny registrant: https://yourdomain.com/{{my.DenialPageURL}}.html?EmailAddress={{lead.Email Address}}&First={{lead.First Name}}&Last={{lead.Last Name}}

The URL tokens above aren't actually URLs, but rather the value that's contained in the highlighted area of the LP URL builder:

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Re: Change program status from a lead alert email

Dan, what are the form settings to support populating the three URL-toggled fields in this way? Thanks.

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Level 10 - Champion Alumni

Re: Change program status from a lead alert email

The three URL parameters are contained within the alert that gets sent to marketing.  When they click on "approve" or "decline", the URL on those buttons/links include those three URL parameters.

Here's the composition of the alert that gets sent to marketing:

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The ACCEPT button/link is made up as follows:

https://pages.avanade.com/{{my.ApprovalPageURL}}.html?EmailAddress={{lead.Email Address}}&First={{lead.First Name}}&Last={{lead.Last Name}}

Here's what the form looks like (all hidden fields; disregard the DemandBase hidden field - that's for something else):

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And here's the landing page - in this example, the APPROVAL one (the script that you see here is to grab the First/Last name of the lead so that it can be inserted here ("Please confirm your approval for FIRST LAST to attend the event"):

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Here's the HTML where the FIRST and LAST are populated:

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And finally, the smart campaign that processes the APPROVAL when the form is submitted on the approval page:

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Re: Change program status from a lead alert email

Thanks Dan for filling those extra details. That's exactly what I was seeking to better understand.

Level 10 - Champion Alumni

Re: Change program status from a lead alert email

One other important item that I failed to mention - if it wasn't already assumed - but you need to use a LP (for the approve/decline LPs) that has Munchkin tracking disabled.  See details in this thread: Non-trackable landing page is still identifying me