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Re: if fill out form send information to email address

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Anonymous
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if fill out form send information to email address

Hello does anyone know how to send info from a form to an email address? So I want all the information from an enquiry form on my website to be sent to an email address
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Trish_Voskovitc
Level 5

Re: if fill out form send information to email address

Glo-Ann
we use alerts all the time and sales loves the.

so trigger is fills out form (and we have constraint of website as we use same form on different landing pages and different people get alerts depending upon which page form was on - ie which asset they registered for)

then flow is : Send alert - then you pick the email you created as an alert (don't choose send email)

then you pick either from the pull down menu or choose None and put in the email addresses you want (this is how we do it as we have a specific list of people who get alerts)

and for schedule i do 1x per day only for that specific form as we don't want sales to get several alerts in same day for same asset (as sometimes a person fills our form more than once for some reason).


we actually have a different alert for each asset as we don't have a token for the name of asset

hope this helps

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Anonymous
Not applicable

Re: if fill out form send information to email address

One option is setting up a triggered campaign based on "Fiils out Form". The flow would send an enail alert, using tokens to match the fields in the form.

 
Josh_Hill13
Level 10 - Champion Alumni

Re: if fill out form send information to email address

The email will contain the Tokens from the fields you have on the Form.

{{lead.First Name}}
{{lead.email address}}
{{lead.Job Title}}

for example.
Trish_Voskovitc
Level 5

Re: if fill out form send information to email address

Glo-Ann
we use alerts all the time and sales loves the.

so trigger is fills out form (and we have constraint of website as we use same form on different landing pages and different people get alerts depending upon which page form was on - ie which asset they registered for)

then flow is : Send alert - then you pick the email you created as an alert (don't choose send email)

then you pick either from the pull down menu or choose None and put in the email addresses you want (this is how we do it as we have a specific list of people who get alerts)

and for schedule i do 1x per day only for that specific form as we don't want sales to get several alerts in same day for same asset (as sometimes a person fills our form more than once for some reason).


we actually have a different alert for each asset as we don't have a token for the name of asset

hope this helps

View solution in original post

Anonymous
Not applicable

Re: if fill out form send information to email address

This has been very helpful. Does this alert pull in the form information using tokens? Do you need to use 1 token for each field that is in the form or is there a way to pull ALL information from the form?

Thank you!

Anonymous
Not applicable

Re: if fill out form send information to email address

Thank you all so much! I sorted out the email, trigger and flow and it all works.
Anonymous
Not applicable

Re: if fill out form send information to email address

Does anyone know if this is possible:

A form asks for the email address of the contact at your company whom the person is speaking with

Send an alert to the email address that was input on the form

The reason for this is the Record Owner may not be the person our Lead is speaking to, in this case we want to Alert the person which who they are actually conversing with vs the standard record owner

SanfordWhiteman
Level 10 - Community Moderator

Re: if fill out form send information to email address

Yes, if you're storing such a "lead-provided internal contact address" as a lead field, your triggered Alert can also send to that {{lead.token}} under To Other Emails.

Please open a new thread if you have additional questions.

Anonymous
Not applicable

Re: if fill out form send information to email address

Worked perfectly, thanks!