Send Email Alert – Custom Form

[camillebrooks19]

We have a form on our company website that begins with a dropdown to select what kind business unit you're interested in. Based on your selection, the form changes. How do I set up the alert to send to different lead owners based on which drop selection a user makes?

[Darshil_Shah1]

Is this a Marketo form? If so, then you’ll have the BU data in corresponding field upon form submit, and so you can use the values in Choice steps in flow of the campaign that is triggered when someone fills out this form. Each choice step in the can have a condition saying If BU = ABC, Send Alert to corresponding point of contact person.

[camillebrooks19]

I know I need to use alerts, but I am having trouble determining what needs to be under the "If" of the choice conditions.

[Darshil_Shah1 · Accepted solution]

You should use the Business Unit field in the choice step condition; this field will have the data for the person's BU, right? See below Send Alert flow step as an example:

[Amanda_Reilly3]

This is exactly what I would do too - if there's any chance a person can select multiple, what Darshil has suggested is "hierarchical" so only the first match will apply. This makes it easy to ensure an alert only goes out once.

For future-proofing, it may also be helpful to send to an alias if you have one, so that you're not having to update multiple locations when there is a change of position/turnover. Another way to do this would be setting up a folder level token that can be used instead. (more info on this post here)

 

[camillebrooks19]

Apologies for another question. I don't have Business Unit, only Business Type. How do I add a business unit? And then what do I need to add to the forms to make it reflect the business units?

[Amanda_Reilly3]

I think Darshil and I were both just giving a generic field name of Business Unit. Business Type is fine if that's the field you are using! 

[Darshil_Shah1]

As Amanda said, you should reference the field used in the form to capture the business type value. Additionally, since you've mentioned "Custom Form" in the question title, I just wanted to add a note here that if this is a non-Marketo form, then you'd need a setup (e.g., background form submission) to ensure the corresponding non-Marketo form submit data gets passed over to Marketo as well on submit which will trigger your flows relying on the form fills (e.g., the send alert flow).