topic Re: If/Then Branch Doesn't Work for Form Submission in Lead Capture Tools

If/Then Branch Doesn't Work for Form Submission

Dedra77 — Tue, 08 Nov 2022 16:40:20 GMT

After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?

Re: If/Then Branch Doesn't Work for Form Submission

karstenkoehler — Tue, 08 Nov 2022 16:49:08 GMT

Hi @Dedra77,

Have you enabled reenrollment for the form submission? https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow

(Click into the enrollment criteria box, in the right sidebar check the Reenrollment tab and check the box for the form.)

If that's not it, click Details in the top right and check the Action log for the contact that you expected to trigger a notification. Feel free to share a screenshot if you need help interpreting what you see.

Best regards!

Re: If/Then Branch Doesn't Work for Form Submission

Dedra77 — Tue, 08 Nov 2022 20:24:43 GMT

Hello again, @karstenkoehler! Thank you for your help! I tried reenrollment, that didnt' help. I looked at the action log, and it said that it continued to the none met branch. What could I be doing wrong?

Re: If/Then Branch Doesn't Work for Form Submission

MrJustinGivens — Tue, 08 Nov 2022 21:23:22 GMT

Hey @Dedra77, The enrollment is a form submission but your IF state is also a form submission.

Does the end user submit both forms at the same time?

Are you wanting to delay until they submit the next form in the If/else?

Re: If/Then Branch Doesn't Work for Form Submission

Dedra77 — Tue, 08 Nov 2022 21:38:39 GMT

Thank you for your reply @MrJustinGivens

Here's what is supposed to happen.

Lead completes interest form, which triggers internal email to me/external email to lead that has a second form embedded. Completion of this form should trigger an internal email to me, and should change their LifeCycle Stage to "Content Under Review". I actually don't need an "if/then branch", but I can't figure out another way to set up additional form triggers.

Thoughts?

Re: If/Then Branch Doesn't Work for Form Submission

MrJustinGivens — Tue, 08 Nov 2022 21:50:48 GMT

Yup, you need to add a delay until one of the next form fields is updated on the contact property.

For example, you could create a hidden property named "Partner Step".

Set it as a number field.

In the first form, add the Partner Step as a hidden field with a value of 1.

Then on the second form, add the same hidden field with a value of 2.

In your workflow, after your emails go from the initial form submission. You would delay until Contact Property is updated to 2.

Repeat as you go down the forms needed to be completed.

If you have any other questions or issues let me know in a reply.

If you want to hash it out even more over the phone, use the link in my bio to schedule that time.

Cheers,
Justin

Re: If/Then Branch Doesn't Work for Form Submission

Dedra77 — Tue, 08 Nov 2022 21:52:25 GMT

I'll try this! Thank you so much @MrJustinGivens!

Re: If/Then Branch Doesn't Work for Form Submission

karstenkoehler — Wed, 09 Nov 2022 05:30:55 GMT

Thanks for checking, @Dedra77, I think I spotted the issue.

By default, HubSpot checks all steps and branches within seconds. The contact won't have had time to submit the second form by the time it arrives at the branch, meaning that it will go down the 'None met' branch.

You can change this by simply adding a "Delay until event happens" action between the current step 2 and 3:

These are the settings I'd suggest:

That should do the trick.

Best regards!

Re: If/Then Branch Doesn't Work for Form Submission

LaurenRyan — Wed, 09 Nov 2022 13:27:35 GMT

Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to the email subscription type. That might help!

For the if/then branch - I agree with the other comments to add a delay step. You can also use a 'delay until' step to trigger right when they submit the form.

Re: If/Then Branch Doesn't Work for Form Submission

MrJustinGivens — Wed, 09 Nov 2022 22:06:43 GMT

Were you able to get it working?

Re: If/Then Branch Doesn't Work for Form Submission

Dedra77 — Fri, 11 Nov 2022 23:56:30 GMT

Hi, @MrJustinGivens!

Thanks so much for reaching out! Nothing I tried worked, so I ended up making a second workflow. In the first workflow I just enrolled the lead into a second workflow. I started the second workflow with a trigger from a second form. That ended up working!

I'm sure there was a way to make it all work in one workflow, but honestly, I was tired of trying things, and gave up.

Thanks so much for all of your help!

You'll hear from me again. I'm new to Hubspot and will need help with my next task!

Have a great weekend!