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After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
Au panthéon de la communauté | Partenaire solutions
If/Then Branch Doesn't Work for Form Submission
Résolue
Thanks for checking, @Dedra77, I think I spotted the issue.
By default, HubSpot checks all steps and branches within seconds. The contact won't have had time to submit the second form by the time it arrives at the branch, meaning that it will go down the 'None met' branch.
You can change this by simply adding a "Delay until event happens" action between the current step 2 and 3:
These are the settings I'd suggest:
That should do the trick.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Contributeur de premier rang | Partenaire solutions Diamond
If/Then Branch Doesn't Work for Form Submission
Résolue
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to the email subscription type. That might help!
For the if/then branch - I agree with the other comments to add a delay step. You can also use a 'delay until' step to trigger right when they submit the form.
Contributeur de premier rang | Partenaire solutions Diamond
If/Then Branch Doesn't Work for Form Submission
Résolue
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to the email subscription type. That might help!
For the if/then branch - I agree with the other comments to add a delay step. You can also use a 'delay until' step to trigger right when they submit the form.
Lead completes interest form, which triggers internal email to me/external email to lead that has a second form embedded. Completion of this form should trigger an internal email to me, and should change their LifeCycle Stage to "Content Under Review". I actually don't need an "if/then branch", but I can't figure out another way to set up additional form triggers.
Thanks so much for reaching out! Nothing I tried worked, so I ended up making a second workflow. In the first workflow I just enrolled the lead into a second workflow. I started the second workflow with a trigger from a second form. That ended up working!
I'm sure there was a way to make it all work in one workflow, but honestly, I was tired of trying things, and gave up.
Thanks so much for all of your help!
You'll hear from me again. I'm new to Hubspot and will need help with my next task!
(Click into the enrollment criteria box, in the right sidebar check the Reenrollment tab and check the box for the form.)
If that's not it, click Details in the top right and check the Actionlog for the contact that you expected to trigger a notification. Feel free to share a screenshot if you need help interpreting what you see.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hello again, @karstenkoehler! Thank you for your help! I tried reenrollment, that didnt' help. I looked at the action log, and it said that it continued to the none met branch. What could I be doing wrong?
Au panthéon de la communauté | Partenaire solutions
If/Then Branch Doesn't Work for Form Submission
Résolue
Thanks for checking, @Dedra77, I think I spotted the issue.
By default, HubSpot checks all steps and branches within seconds. The contact won't have had time to submit the second form by the time it arrives at the branch, meaning that it will go down the 'None met' branch.
You can change this by simply adding a "Delay until event happens" action between the current step 2 and 3:
These are the settings I'd suggest:
That should do the trick.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer