Evaluating Form Fields

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!

Hi Morgan,

Thanks for the reply. 

1. I saw that but what are my fields in the CSV?  Do I just need Zip Code and User?
2. Can I have multiple users for a single zip code? 
3. How do I evaluate where an assigned user name is a null value?

Hi Brad,

If you are working in Form Builder, routing using the Geos functionality is not currently available. This is a known enhancement request. You would have to build conditions in the form actions, but given that you are utilizing zip codes, this may not be an option depending on the number of zip codes your territories cover. This would, however, allow you to alert more than one person per zip code (question 2). In answer to Question 3, if you use the "Alert Owner" option in the alerting, then anyone who already has a known owner would have their current owner alerted vs. someone new. 

If you are using Legacy Pages the Geo option is available. To answer your first question, you would only need the column you are are importing. For example, if you were creating Sales Branch X, which has the zip codes of 30125, 30126, 30127, then you would put the zip codes in column A and import. You would then assign the Sales Branch X geo to it's owner under that User's profile. 

Please let us know if there are any other questions.

Thanks!

Jana

Hi Brad,

If you are working in Form Builder, routing using the Geos functionality is not currently available. This is a known enhancement request. You would have to build conditions in the form actions, but given that you are utilizing zip codes, this may not be an option depending on the number of zip codes your territories cover. This would, however, allow you to alert more than one person per zip code (question 2). In answer to Question 3, if you use the "Alert Owner" option in the alerting, then anyone who already has a known owner would have their current owner alerted vs. someone new. 

If you are using Legacy Pages the Geo option is available. To answer your first question, you would only need the column you are are importing. For example, if you were creating Sales Branch X, which has the zip codes of 30125, 30126, 30127, then you would put the zip codes in column A and import. You would then assign the Sales Branch X geo to it's owner under that User's profile. 

Please let us know if there are any other questions.

Thanks!

Jana

Hi Jana,

Thanks for the response.

1. Is it possible to create Roles either within the Form Builder or from a Nurture? 
2. How would I distinguish between ones with no owner and ones with an existing owner?  

Hi Brad,

Yes, you can send alerts to roles in both Form Builder and Nurtures, but you'll need to create the role itself first in the Administration View settings. You'll see it at the top left. You can create a new role and then assign the users you want to be in that role from the list. You can find more details here: https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Administration_Guide/Users_Roles_and_Layouts/#Creating_Roles

By default, all records that exist in Sugar Market have an owner, so the system would distinguish by whether it is a new record entering in from the form submission or not. Any new record would be assigned a new owner, so you may also want to use the "Assign Owner" action. If a record already existed and you wanted to reassign the owner, then that would be need to be done in CRM, as we view that as the database of record. 

Jana,

Thanks for the response.  It looks like right now SM is not totally set up to do what I want.  It also looks like additional feature needs are being looked at as future enhancements.  

So, I think we could go with a manual way to send alerts to new users who do not have an assigned owner.  Most will have an assigned owner.  However, our default owner is not someone that is involved with SugarMarket.  How do I change the default owner for those without an assigned owner.

Hi Brad, 

You can change the default owner in your admin settings- see screenshot below.

Hi Brad,

You can set a form action to assign the lead to the person of your choosing. This will not overwrite someone with an existing owner, only assign someone without and owner. You would want to add this action to any conditions you have, or if you don't have any conditions, you can use Email contains @ to catch all form submissions. The "Default User for New Leads" Morgan Sadowski mentioned below applies specifically to leads coming from the sync, should a record come over without an owner (very unlikely). 

Thanks!

Jana 

Thanks Jana and Morgan

Sorry for all of the questions.

So the alert I set up will automatically go to the previously assigned owner unless there is not an assigned owner?  If there is no assigned owner, the alert will go to the default?  I can then change the owner in the form builder submission rules and the alert will go to the new owner?

Hi Brad,

Your form actions would be as follows if you wanted to filter for how they answered a specific question and then have a catch-all for anyone who doesn't meet your condition(s) at the end:

• Condition: X - Action: Assign Lead (Choose User you want to assign new leads to), Alert Owner
• Condition: Email Contains @ - Action: Assign Lead (Choose User you want to assign new leads to), Alert Owner

The system will not re-assign a previously assigned lead, so it would just alert the existing contact owner if that record is already assigned. I've included some screenshots below that might help. I did not include a preliminary condition in the example screenshot. 

That's what I thought but thanks for confirming.

You're welcome!