Using Smart Rules within a Workflow

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi! I have 16 course registration forms, each should receive a thank you for your enrollment email.

I want to save time by making the same email using smart rules to adjust the title of the course on the subject, and the body of the email.

Questions:

1 Is this possible? I’m thinking of a workflow with many branches like this:

Trigger FORM 1 - Generic email smart rule - property (User submitted Form1)

Trigger FORM 2 - Generic email smart rule - property (User submitted Form2)

2 Is this the best way to solve this or is better to create 16 worklows?

2

Hi @VRequesens1,

I am convinced that it doesn’t matter and mostly comes down to personal preference. You’ll spend the same time creating 16 lists and 16 smart rules as it would take to set up 16 workflows.

Personally, I prefer workflows, for two reasons:

  • Easier to troubleshoot (due to them being separate assets with separate action logs)
  • No delay needed in your workflow (lists for smart rules need time to populate, the email send has to wait at least 1 minute after the form submission)

Best regards!