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

[Anonymous]

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

[Robb_Barrett]

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

[Anonymous]

Thanks Robert.

I had actually entered my own email in the primary field, and it still didn't work. So I deleted it, and now I'm good.

Thanks for following up!

Peter Crowell

Digital Marketing Manager // Mobile Marketing, LLC

Office: (484) 944-1422 // mobile-marketing.agency<http://www.mobile-marketing.agency/> // peter@mobile-marketing.agency<mailto:peter@mobile-marketing.agency>

Disclaimer: This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify the sender. This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this email. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.

[Robb_Barrett]

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

[Robb_Barrett]

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

[Robb_Barrett · Accepted solution]

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}}

[Hsin_Yi_Lee]

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,

[Anonymous]

Thanks for this.

One question: where do I get the trigger name?

[SanfordWhiteman]

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

[Anonymous]

So, I don't replace Name with something?

[SanfordWhiteman]

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

[Anonymous]

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?

[SanfordWhiteman]

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

[Anonymous]

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

[SanfordWhiteman]

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).

[Anonymous]

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?

[SanfordWhiteman]

You should ensure that all recipients exist, yes.

[Anonymous]

Robb, this is awesome. Thank you so much.

[Jim_Thao7]

Yes, use tokens.

[Anonymous]

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.

[Jim_Thao7]

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.