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Customer experience | Sales, Customer Insights,...
Answered

Real-time Form Submission Triggers for Journey conditions

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Posted on by 25
We're hoping to create autoresponders working based off of form submissions via a real-time journey.
 
We got it to send the email when a contact submits Form X. Our current trigger setup is:
  • lead (via self)
  • when 'a record was created or updated'
  • and activates when the attribute [timestamp of form submission] changes
the last one is to make sure they reenter the journey and get the autoresponder email again if they want to.
 
The issue we're encountering is we're not able to map that the autoresponder be triggered by a specific form, because the field it could only check against is Source Form ID.
So we're encountering this scenario:
- Lead A's first entry is Form X, they get the autoresponder
- Lead A submits Form Y, they re-enter the autoresponder journey for Form X for and receives the email again! Which isn't ideal.
 
Is there no system field that captures the latest form they submitted? Should we be creating a field that updates with the latest form submitted?
 
Any help would be appreciated.
 
Thank you!
 
I have the same question (0)
  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    You can use the out-of-the-box trigger /Marketing Form Submitted/.
    This trigger allows you to select a specific form to trigger the journey.
     
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • MarissaT Profile Picture
    25 on at
    Thank you, Dengliang Li!
     
    I completely missed that. This is a great help.
     
    We have to work with Outbound Marketing forms, but the option is also there [Marketing Form Submitted (outbound marketing)]
    And just need to update the email to target Contact audience instead.
     
    Again, thank you.

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