Hi, I'm currently working on a workflow, but I need some help.
Customers can fill in one or more options on a form on our website. I want to connect each option to an email and other tasks in one workflow. For example: when they choose two options, they need to receive two emails. But when they choose four options, they need to receive four emails.
The solution seems a bit dumb: You would create one workflow for each option.
Let's say you have a property with options A, B, C, and D.
Workflow 1: Enroll contacts when form was submitted and property value is A, then send email for A.
Workflow 2: Enroll contacts when form was submitted and property value is B, then send email for B.
Workflow 3: Enroll contacts when form was submitted and property value is C, then send email for C.
Workflow 4: Enroll contacts when form was submitted and property value is D, then send email for D.
Why four separate workflows? Each workflow will only "pay attention" to one property value and send an email, regardless of the other workflows. That exactly what you want.
When a contact selects option A and C, they would enroll in workflow 1 and 3 and receive emails for A and C.
If you decided to go with if/then-branches, you'd have to set up branches for a lot of different combinations (AB, AC, AD, BC, BD, CD) – much more room for error, in my opinion.
Let me know if you need further assistance in creating these workflows.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The solution seems a bit dumb: You would create one workflow for each option.
Let's say you have a property with options A, B, C, and D.
Workflow 1: Enroll contacts when form was submitted and property value is A, then send email for A.
Workflow 2: Enroll contacts when form was submitted and property value is B, then send email for B.
Workflow 3: Enroll contacts when form was submitted and property value is C, then send email for C.
Workflow 4: Enroll contacts when form was submitted and property value is D, then send email for D.
Why four separate workflows? Each workflow will only "pay attention" to one property value and send an email, regardless of the other workflows. That exactly what you want.
When a contact selects option A and C, they would enroll in workflow 1 and 3 and receive emails for A and C.
If you decided to go with if/then-branches, you'd have to set up branches for a lot of different combinations (AB, AC, AD, BC, BD, CD) – much more room for error, in my opinion.
Let me know if you need further assistance in creating these workflows.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer