In one of our forms, we have a question “Which service are you interested in?” and we have four dropdown options. Based on the option selected by the contact, I would like the form notification email to go to a different user. I.E.:
- “outsourced sales” selected - send notification to user 1
- “academy” selected - send notification to user 2
- etc.
I tried creating a workflow that triggers an email notification based on the answer to this dropdown, but the email I can send only can pull in the contact receiving the email’s personalization tokens. How can I send just the normal form notification based on those triggers?
Hi @shangilhuley,
This can be solved with an ‘If/then’ or ‘value equals’ branch in your workflow:
You can then set up a notification to a different recipient in each branch.
Hope this helps!
Thanks Karsten - I don’t see the form submission notification as an option for the email. When I click “send internal email notification” it shows the blank email template in my screenshot. If I try to recreate the form submission notification email, the only personalization tokens available are those for the person receiving the notification, not the contact filling out the form.
Hi @shangilhuley,
Ah, understood. The personalization tokens always refer to the enrolled contact, not the recipient of the internal email. If the enrolled contact has the first name Bob and you have an internal email notification that you’re sending to Sarah, then using the personalization token “Hi {{ contact.firstname }}” will result in a “Hi Bob”, not “Hi Sarah”.
In other words: you can use personalization tokens for all form fields and create your own form submission notification.
Best regards!