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Customer experience | Sales, Customer Insights,...
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Send an email to one or more email addresses on Form Submission?

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Posted on by 45

Hello Everyone,

Just joined the Forum here as we have signed on for the Dynamics Marketing module and are moving away from zoho's product.

In currently setting up a Landing Page form, i'm looking for any option that will allow me to trigger an email notification to one or more users when the Form has been submitted, but i can't seem to find anything in the Form setup dialogue or in the Marketing Guides?

Could anyone advise on whether this is possible and if it is, where the functionality is located?

Thank you!

I have the same question (0)
  • Verified answer
    Defne Ayanoglu Profile Picture
    on at

    Hi, 

    You can collect the submissions and then create workflows or Power Automate Flows to send an email. Here is a guide on creating workflows. 

    Regards, 
    Defne

  • Stripey Profile Picture
    45 on at

    Hi,

    Where specifically within the Dynamics Marketing interface do I look in order to access workflows?

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Stripey,

    Top right gear icon > advanced settings > processes > new process(category: workflow)

    or

    Top right gear icon > advanced settings > customizations >customize the system > processes > same

  • Stripey Profile Picture
    45 on at

    Thanks Clofly, i managed to find the Processes tab in our tenancy - i think that i need to have access permissions to the 'common data service' in order to create a flow within power automate. i will speak to our development team.

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