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Form Rule Questions

Jessica Bolts

Hello, I am trying to set up several form rules but have a few questions on where to set up the parameters I am designating and how the hierarchy goes.

Basically, this form is going to act as a screening process for hiring a certain position. There are a few questions that if they answer "no", then we want to send a rejection email.

Form Rule: If x field = No > Send Email

  • Where is this email set up? When I select the drop down, I don't see any of our campaigns, templates, alerts or nurtures show up.
  • If I set up multiple rules with this same format, (for example if they answer "no" to question 2, 5, or 6 > send the rejection email) will it send a rejection email 3 times or just once one of those rules is triggered?
  • We really only want to move forward with people who answer "yes" to x out of x of our questions. Is there a rule to detection answer count?
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  • 0 Sugar Employee Badge

    Hi Jessica,

    You can do this in a few different ways.  I think the easiest way would be to create a nurture to send the rejection emails.  You can then take one of two paths.  You can either set up each form action to target the questions that would reject them and send them to the nurture if the value is "No", making sure that they are the first rules in order on the form. Note that forms will only fire off One rule in the form actions, so if they meet the value of No in one of the questions, it will not check the next form action.  It will then skip the remaining form actions and will not send the email 3 times. 

    Alternatively you can use the nurture to evaluate all of the "No" values and then send the rejection email.

    If you are sending one generic email for all of the "No" answers, then I think you can set up the form actions to add the record to the rejection nurture. If you want to send an email based on which question that the submitter said "No" to then I might consider doing all of the evaluation within the nurture just for the sake of simplicity.

    Hope this helps! 

  • 0 in reply to Eric Ivon

    Thank you for outlining those options. If I go the route with the form rule, where do I build that email? There aren't any designs or templates showing up when I click that action nor the option to create a new design.



    If I went the nurture route, could I potentially have someone look at this to ensure the flow is doing what I hope? Basically if they answer no to Q 1-3 I want to send a rejection email no matter what, but ideally we want them to answer at least 9/10 questions favorably in order to make it to the next round.

    So, I believe I have set up the nurture to first scan for those 3 deal breakers, and then if they make it past those, then I want it to continue scanning for favorable answers and send an email with the next steps. Let me know if this would be worth diving into or if I have the capability all wrong. The nurture ID is 92. Thanks!

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  • 0 in reply to Eric Ivon

    Thank you for outlining those options. If I go the route with the form rule, where do I build that email? There aren't any designs or templates showing up when I click that action nor the option to create a new design.



    If I went the nurture route, could I potentially have someone look at this to ensure the flow is doing what I hope? Basically if they answer no to Q 1-3 I want to send a rejection email no matter what, but ideally we want them to answer at least 9/10 questions favorably in order to make it to the next round.

    So, I believe I have set up the nurture to first scan for those 3 deal breakers, and then if they make it past those, then I want it to continue scanning for favorable answers and send an email with the next steps. Let me know if this would be worth diving into or if I have the capability all wrong. The nurture ID is 92. Thanks!

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  • 0 Sugar Employee Badge in reply to Jessica Bolts

    Hi Jessica,

    In this case, since you have built out the nurture already, you will want to choose the action to Add to Nurture 2.0 instead of Send Email. 

     https://app.screencast.com/OzUmzempPLJIr

    Before doing this though you will need to activate the nurture.  It will become available for selection once active.

    Looking at the nurture, it looks like it is set up to send the rejection email if they say No to the first three steps, then if they say No to steps 4-9, they will be sent to the end of the nurture but will not receive any email.  Finally step 10 for the safety protocols will send them the follow up email if they say Yes and the rejection email if they say No.

    So the main concern I see in the nurture is that if they say no to anything between step 4 and 9, they will end the nurture and will not get any emails. If I am understanding the end goal correctly, I think it would be better to have those steps say if Yes, send Email 2, if No then move to the next field check and repeat.  That way, if they say yes to one of the favorable answers, they will get the Next Steps email, and if they say no, they will proceed to the next check instead of ending their flow.  This way it would check all of the fields until a favorable answer is found, and if any favorable answer is found they will get the Next Steps.  If no favorable answer is found, they will get the rejection email.

    It would be very challenging to have the nurture filter based on getting 9/10 or better favorable responses out of the group of questions.  The above will give you records that have at least 4 favorable responses. Otherwise you could make it so exactly 10 favorable responses get the next steps email.  To check based on 9/10 would require every possible situation to be accounted for in the nurture builder, which would be very time consuming to build.