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
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
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