Workflow from opt-in form with multiple options

[SoniaS]

We have built an opt-in form (on our website via hubspot) and in addition to normal opt-in info, has 2 fields both of which have multiple options.

We have designed 8 different emails that go out based on the customer selection of these 2 fields.

What’s the best way to automate this workflow. I’ve had no luck so far.

Thanks

[Phil_Vallender]

Hi @SoniaS

Are you trying to use these form fields to send a single email, or to subscribe the user to a regular type of email?

[SoniaS]

Thanks @Phil_Vallender initially a single email. Although will happily workflow additional ones if its easy (or start a new workflow).

[AM8]

This seems like a doable If-Then code. Please share the details of the selection and email map. That is, share an example of what happens when a user selects the options “Pricing and phone” or “Community and Send me an email”.
If you share what are the conditions for each of the 8 emails, this workflow logic can be built.
These are signle dropdown select fields right? Or multiselct ?

[SoniaS]

Thanks AM. I think one of the challenges is that we are using a wordpress gravity form - not a hubspot form.

[AM8]

Hi @SoniaS
I suggest using lists for this automation.
List 1: Pricing + Email ( Use the condition I’d like to know more about " contains " NOT " equals " )
List 2: Community + Email ( Use the condition " contains " NOT " equals " )
List 3: EnvBen + Email ( Use the condition " contains " NOT " equals " )

List 4: Batteries + Email ( Use the condition " contains " NOT " equals " )

Create 4 automation workflows based on these lists. I am suggesting to use the condition with field value “contains” and not equals to give you a chance to enroll people into workflows if they select multiple options or if they fill the form more than one time.
Also in your diagram, you have emails going out to people who selected “phone” as an option. I would suggest not to send them emails.