Email Marketing Tool

KLR
Mitglied

Send an Email including Form Submission Data

lösung

Can I send an email that includes the actual form submission data of a contact, rather than the contact property data?

 

I have tried personalization tokens, but there are instances when the contact property data differs from the form submission data.

 

The form submission notification won't be sufficient for this either.

1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Send an Email including Form Submission Data

lösung

Hi @KLR,

 

No, this is not possible. Email personalization always refers to the values in properties on the contact record. You cannot reference form inputs directly.

 

There should however not be any instances where the contact property value is different to what is submitted in the form - as that information is saved directly to the contact record. If you have an example of this, I can share my assessment.

 

Something that can happen, yes, is that a property already holds a value and the form field is not filled. This means that the contact property value won't be updated but in the email it will look like it came through the last form submission, despite being an older value.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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7 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Send an Email including Form Submission Data

lösung

Hi @KLR,

 

No, this is not possible. Email personalization always refers to the values in properties on the contact record. You cannot reference form inputs directly.

 

There should however not be any instances where the contact property value is different to what is submitted in the form - as that information is saved directly to the contact record. If you have an example of this, I can share my assessment.

 

Something that can happen, yes, is that a property already holds a value and the form field is not filled. This means that the contact property value won't be updated but in the email it will look like it came through the last form submission, despite being an older value.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

KLR
Mitglied

Send an Email including Form Submission Data

lösung

If a contact has submitted a form previously and we have recorded the location they're interested in as location A (using multiple checkbox) and then at a future date they submit a form again with an interest in location B, the contact property now has two locations selected.

 

The most recent form submission (location B) will differ from the contact property record (location A and location B). Therefore using the personalization token is not accurate.

 

There really should be a way to access the data for the most recent form submission. 

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Send an Email including Form Submission Data

lösung

I don't disagree @KLR, I'm just saying it's currently not possible. 

As for the multiple checkboxes, I haven't tested this in a while, but expected behavior is that a subsequent submission replaces a previous submission, it does not append the new checkboxes. Appending values to checkboxes properties is not a forms feature.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
franksteiner79
Autorität

Send an Email including Form Submission Data

lösung

Hi @KLR 

 

Adding to @karstenkoehler - can you explain why the form submissions notification is not sufficient? That would be the only way to get the actual form submission data and can be sent to any registered user in you HubSpot portal.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
0 Upvotes
ronkinkade
Mitwirkender/Mitwirkende

Send an Email including Form Submission Data

lösung

In my scenario, we have a form that asks a qualifying question with radio button options. I'd like to take some of those replies and send an automated email, with others I'd like the form submission notification to go to our sales team.

 

I can do this with a workflow, custom email, and lots of personalization - but that is an excessive amount of work. Plus, the form submission has a button that goes directly to the contact record. I can't dynamically create a button with personaliztion to include the record id, so I have to provide a full url in my email to sales.

 

If I could send the form submission notification based on if/then it would save a ton of time.

0 Upvotes
KLR
Mitglied

Send an Email including Form Submission Data

lösung

The email needs to be fully customisable with our branding and we need the ability to track the email has been opened.

0 Upvotes
AnnieRECIPE
Mitwirkender/Mitwirkende | Platinum Partner
Mitwirkender/Mitwirkende | Platinum Partner

Send an Email including Form Submission Data

lösung

Hey @KLR ! 

What specific form submission data are you wanting to bring onto the email? 

 

Found my solution helpful? Please mark it as accepted below 🙂

Annie Swann

Head Coach

RECIPE marketing

emailAddress
annie@recipemarketing.co.nz
website
www.recipemarketing.co.nz
address
9 Huron Street, Takapuna, Auckland
0 Upvotes