Sep 29, 2020 4:57 AM - edited Sep 29, 2020 5:01 AM
Targeted Marketing is becoming more important as part of a holistic marketing strategy and what better way to do so than literally taking the details that visitors provide in forms to cater right back at them. Here’s how we can send different follow-up emails based on visitor form submission details using workflows.
In this example, we’re going to target contacts based on which property value that they submit in an ‘Example property’. The goal is to set up a workflow so that if the contact submits ‘Option A’, they will receive ‘Email A’. If the contact submits ‘Option B’, they will receive ‘Email B’ and so on.
For simplicity's sake, I recommend using picklist type properties for this strategy such as a Radio select or Dropdown select field type. Here is what the ‘Example Property’ looks like in a form:
Part 1: Create Automated Emails for Each of the Property Values that you want to Target
Part 2: Create Workflow
Things to note:
Hope this helps!