Form Rule Questions

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! 

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!

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.

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.

Jessica Bolts I think I actually have found a method that isn't too difficult, but it is still tedious. I created a nurture in your instance, ID 94, basically it has two lines of conditions.  Once a record completes the first three without getting rejected, they will then enter this two line check system that can basically check if a record has said No to two different questions.  If they do, then they would get rejected. Here is what the flow looks like in number order:
https://app.screencast.com/buuBSS8Tdebbi

Basically as long as they say Yes in each field, they will move down the left path.  If they ever say No, they will be moved to the right path.  If they say No to another value on the right path, they will be rejected.  If they say yes to 9 it should send them the follow up email.

I used your example fields in the nurture I created but the values may not match what you want them to, so if you decide to use my nurture, make sure to double check the values are correct for your use case, I just sped through to make the example flow.

This is perfect, Eric! Thank your for taking the time to put this together. This should be what we are looking for. Thanks for your help! I will make sure to reference this for future similar cases.

Okay I tried to test it out with a few different email addresses but it doesn't look like anyone is flowing through the nurture. I don't need to set up a list or report of recipients right? It will just start adding people based off of the form fill outs?

Hi Jessica,

The form will require an action to push them to the nurture.  So for example, using Email Contains "@" will capture all email addresses and add them to the nurture.  Without that connector, the nurture won't pull in any records.  

Here is what the condition would look like
https://app.screencast.com/fUZrt1w7xiFFU

Then the action would be the "Add to Nurture 2.0" and select the nurture you want the submissions added to.  This is not retroactive so once you add this any tests will need to be submitted again to push them into the nurture.