Email Marketing Tool

SStrachan
Participant

Automated Email Send to List

SOLVE

We are building a 3rd party form for out team to submit email for automation. It will create a new custom object that will trigger the flow.

 

Is there a way for them to choose a list to send to from the form?

0 Upvotes
2 Accepted solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Automated Email Send to List

SOLVE

Hi @SStrachan 

 

The easiest way is to add a Custom Property (to you Custom Object or Contact), then add the Property to the Form. The Property can then be used in your workflow to select your lists.

 

If you have different pages for different forms you could hide the property in the form with a preselected value. 

 

Alternatively, you could have different pages for different lists. Then when the form is submitted on Page A the Contact is added to List A (only useful if you have a few Lists).

 

Have fun

Mike

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dianalcont
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Automated Email Send to List

SOLVE

Can I get a little more context here @SStrachan - when you say it will create a custom object do you actually mean it will inform a custom property that was created (example: favorite color - blue) OR will it actually create a new object record (example: Partner - from object property name).

 

If the former, like @Mike_Eastwood suggested, you could create different landing pages for each segment and hide the property value or different LPs and forms for each segment.

 

And then I would create lists with any of the following criteria:

  • has filled out the form on "X" page AND the custom property is equal to "X"
  • has filled out the form (would be used if you created a single form per segment)
  • has filled out the form on "X" page (would be used if you used the same form across 3 different landing pages)

 

If the ladder - you'd be able to do the same as above, but the only difference would be whatever the custom object record that was created is included in the criteria.

 

Example:

>> contact filled out the form on "X" page AND associated "Partner" is equal to "Y"

 

So you'd be able to segment the audience based on the (in this case) partner record that was created.

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Diana Contreras
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Diana »

View solution in original post

3 Replies 3
dianalcont
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Automated Email Send to List

SOLVE

Can I get a little more context here @SStrachan - when you say it will create a custom object do you actually mean it will inform a custom property that was created (example: favorite color - blue) OR will it actually create a new object record (example: Partner - from object property name).

 

If the former, like @Mike_Eastwood suggested, you could create different landing pages for each segment and hide the property value or different LPs and forms for each segment.

 

And then I would create lists with any of the following criteria:

  • has filled out the form on "X" page AND the custom property is equal to "X"
  • has filled out the form (would be used if you created a single form per segment)
  • has filled out the form on "X" page (would be used if you used the same form across 3 different landing pages)

 

If the ladder - you'd be able to do the same as above, but the only difference would be whatever the custom object record that was created is included in the criteria.

 

Example:

>> contact filled out the form on "X" page AND associated "Partner" is equal to "Y"

 

So you'd be able to segment the audience based on the (in this case) partner record that was created.

Did this post help solve your problem? Help the community and mark it as a solution.
Diana Contreras
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Diana »
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Automated Email Send to List

SOLVE

Hi @SStrachan 

 

The easiest way is to add a Custom Property (to you Custom Object or Contact), then add the Property to the Form. The Property can then be used in your workflow to select your lists.

 

If you have different pages for different forms you could hide the property in the form with a preselected value. 

 

Alternatively, you could have different pages for different lists. Then when the form is submitted on Page A the Contact is added to List A (only useful if you have a few Lists).

 

Have fun

Mike

PamCotton
Community Manager
Community Manager

Automated Email Send to List

SOLVE

Hello @SStrachan I would like to add our top experts to share their thoughts @dianalcont @Mike_Eastwood any recommendations to @SStrachan?

 

Thank you,

Pam

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