Use Case: Sending an Email Based on Form Picklist Values

Description

You have a picklist field on your form and want to send a different email for each option on the picklist. For example, if a user selects the Digital Marketing White Paper and Digital Dictionary options in the list shown below, you want to send two separate emails for this one form completion: 

Steps to Complete

1. Create a custom field to hold the picklist values.
2. Map the form to the custom field.
3. Define the field submission rules to place the record into a nurture.
4. Create a trigger nurture to perform the logic section.

Mapping the Form to the Custom Field

1. After creating your custom field, navigate to the form.
2. Locate your picklist on the Build step.
3. Click the Edit button, and then enable the Map to Field option on the right-hand toolbar.
4. Start typing the name of your custom field and select it.
5. Click the Apply button to save the changes to the field, and then republish the form. If your form is embedded in a Sugar Market page or your website, you will need to republish the page before the updated form will be available.

Defining the Field Submission Rules

1. Open the form again and navigate to Step 4 in Form Builder.
2. Click the Add Rule button to create a new form submission rule.
3. Select the email field of the form with a "Contains" operator, and then input the @ sign into the value field. This means for each form submission if the email contains @ the following logic will apply. 
4. Click the blue button to add a new action.

5. From the dropdown menu, select the Add to Nurture option and then click the green Add a Nurture button and locate your nurture.

6. Select the first "Pause Step" (this is the nurture's starting step).

7. Click the Add button, and then republish your form. 

Creating the Nurture

This nurture must be a trigger nurture, not a drip nurture, because drip nurtures are limited to a send step as the starting step.

The following example evaluates each record entered into the nurture for the multiple field options. For each possible answer in the nurture, records will have the custom field evaluated for one of the given values. If the record's field does not contain the given value, then it will move to the corresponding "No" branch and have the next value checked. If the record's field does contain the given value, it will be sent an email, a role is alerted, and then it is "Jumped" into the corresponding "No" branch with the rest of the records to be evaluated for the second item.