I would like to understand when to use Form Submission Rule and Trigger Nurture?
E.g. when a customer fills out a form and we would like to send out a confirmation mail, what is the most suitable to use?
I don't really understand when to use what?
I would like to understand when to use Form Submission Rule and Trigger Nurture?
E.g. when a customer fills out a form and we would like to send out a confirmation mail, what is the most suitable to use?
I don't really understand when to use what?
Hi,
I would add there is an additional benefit to the autoresponders (i.e. field submission rule) : it enables to send the confirmation email each time the contact fills out the form. Indeed, if things have not changed, if a contact has already been added to a nurture a first time, Sugar Market will not add it again to the Nurture even if the contact fills out the form a second time.
For instance, if you create a form enabling a contact to download a whitepaper, it can make sense to enable the contact to fill out the form a second time and to send this person an email with the whitepaper. And for this, you should not use the Nurture feature as it will not send the email a second time except if an enhancement has been made.
James Brown or Jana Ferguson could you confirm this please?
Thanks,
Jean-Philippe
Jean-Philippe Lecreux
Synolia - CRM Consultant
Hi,
I would add there is an additional benefit to the autoresponders (i.e. field submission rule) : it enables to send the confirmation email each time the contact fills out the form. Indeed, if things have not changed, if a contact has already been added to a nurture a first time, Sugar Market will not add it again to the Nurture even if the contact fills out the form a second time.
For instance, if you create a form enabling a contact to download a whitepaper, it can make sense to enable the contact to fill out the form a second time and to send this person an email with the whitepaper. And for this, you should not use the Nurture feature as it will not send the email a second time except if an enhancement has been made.
James Brown or Jana Ferguson could you confirm this please?
Thanks,
Jean-Philippe
Jean-Philippe Lecreux
Synolia - CRM Consultant
Good point!
This is going to change with the new Nurture Builder that is planned for rollout in the coming days/weeks. You'll have the opportunity to setup nurtures that contacts can go through multiple times.
Damien Pochon
CRM & Digital consultant @ ITS4U Group
Yes, in the current Nurtures that is correct. When the new version is released in a few weeks you will have the option to allow recipients to enter the nurture multiple times via form submission or lead scoring. They will not be added multiple times if they are originally included via a list. More to come on the details when Nurture Builder launches!
Director, Customer Enablement | SugarCRM