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Evaluating Form Fields

Brad Weedon

I have created a contact us form.  I want to evaluate if this Contact assigned_user_name has an assignment.  Most will but if it is a new user, they likely will not have a user assigned yet.  If there is an assigned user, I will just simply send an Alert.  For the ones that do not have an assigned user, I want to send an Alert to a Sales Branch representative. We have about 30 branches.  Is there a way to create branch assignments based on zip code?

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  • Hi Brad, 

    It sounds like you'll want to create your geos and territories in Sugar Market to accomplish this. 

    Geos and Territories are defined regions typically by country, state, or postal code. These lists allow Sugar Market to intelligently route new leads based on your settings. For example, you can create a 'Southeastern States' Geo of all states in the southeast, a 'West Coast' geo broken down by all states down the west coast, or an 'EMEA' geo with all countries in Europe, the Middle East, and Asia. Sugar Market makes it easy to import lists of countries, states, and zip codes into your Geo for quick and easy setup.

    1. Click on Account Configuration from the User menu
    2. Navigate to Administrator > User Administration > Geos and Lists.
    3. Click "New".
    4. Choose the type of Geo you will create:
      • General Geos
      • Country Geos
      • State Geos
      • Postal Codes Geos
    5. At the Attributes screen you can add new items that will be part of this Geo:
      • Add - Add a single item to the list
      • Import CSV - Browse for a previously created file and import it
      • Quick Add - Add a series of values separated by semi-colons
      • Save and Return to finish

    I hope this helps!

Reply

  • Hi Brad, 

    It sounds like you'll want to create your geos and territories in Sugar Market to accomplish this. 

    Geos and Territories are defined regions typically by country, state, or postal code. These lists allow Sugar Market to intelligently route new leads based on your settings. For example, you can create a 'Southeastern States' Geo of all states in the southeast, a 'West Coast' geo broken down by all states down the west coast, or an 'EMEA' geo with all countries in Europe, the Middle East, and Asia. Sugar Market makes it easy to import lists of countries, states, and zip codes into your Geo for quick and easy setup.

    1. Click on Account Configuration from the User menu
    2. Navigate to Administrator > User Administration > Geos and Lists.
    3. Click "New".
    4. Choose the type of Geo you will create:
      • General Geos
      • Country Geos
      • State Geos
      • Postal Codes Geos
    5. At the Attributes screen you can add new items that will be part of this Geo:
      • Add - Add a single item to the list
      • Import CSV - Browse for a previously created file and import it
      • Quick Add - Add a series of values separated by semi-colons
      • Save and Return to finish

    I hope this helps!

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