Email Marketing Tool

ClintonR
Participant

Send form response to different recipients

SOLVE

Hi Team,

 

I am wanting to create a form and have it sent to different mailboxes depending on the response of the user. It's important that the form content be delivered.

 

This sounds pretty simple but I haven't been able to find anything in the Knowledge Base and via the workflow properties. You can obviously choose where the form goes at the form level, but can't find anything at a workflow level. Can anyone help please?

 

Thanks in advance!  

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Send form response to different recipients

SOLVE

Hi @ClintonR,

 

You can set up custom notifications with a workflow like the one below. It's important to set up re-enrollment exactly as shown in the right sidebar.

 

karstenkoehler_0-1659857964395.png

 

In the notification text itself, you can use personalization tokens to build your own notification, I also explained this here.

 

karstenkoehler_1-1659858028168.png

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
ClintonR
Participant

Send form response to different recipients

SOLVE

Thanks @karstenkoehler!

0 Upvotes
ClintonR
Participant

Send form response to different recipients

SOLVE
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Send form response to different recipients

SOLVE

Hi @ClintonR,

 

You can set up custom notifications with a workflow like the one below. It's important to set up re-enrollment exactly as shown in the right sidebar.

 

karstenkoehler_0-1659857964395.png

 

In the notification text itself, you can use personalization tokens to build your own notification, I also explained this here.

 

karstenkoehler_1-1659858028168.png

 

Hope this helps!

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.