Email Alerts Based On Form Response

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Send an Email Alert Based on an Inbound Response from a Mogli Form (Survey)

In this example, we’re going to trigger an email notification to be sent out to a user when someone responds with one of the possible YES answers to the Question Template that asks if they’d like help scheduling an appointment.

  1. From Setup, enter Flows in Quick Find, and select Flows.

  2. Click New Flow, and create a new Record-Triggered Flow.

  3. In Configure Start, select Question Response as the Object and trigger the Flow when a record is updated.

  • 4. In Set Entry Conditions, select All Conditions Are Met (AND) and add a condition for when the Mogli Response is not null.

  • 5. Set the Flow to run only when a record is updated to meet the condition requirements.

  1. Add a Decision element to the Flow and label it “Determine Question Response”.

  2. Manually set the conditions, and for the first Outcome, label it “Yes Schedule Appointment”.

  3. Set the Outcome to Custom Condition Logic is Met and set the Condition Logic to 1 AND 2 AND (3 OR 4).

  4. Add four conditions:

    1. $Record > Form > Form Template > Mogli Form Template Name = Your Form Name

    2. $Record > Question Template > Question = Your Question Name

    3. $Record > Response = YES

    4. $Record > Response = SÍ

NOTE: To configure additional automations from other Question Responses, add the appropriate Outcomes to the element.

  1. On the Yes Schedule Appointment branch, add an Action element.

  1. Select Send Email as the action.

  1. Label the action “Send Email Alert” and set the recipient, sending, and email content accordingly.

  1. Click Save and provide a name for the Flow. Activate the Flow.

Let's Test the Automation:

  1. Create a test Contact or Lead for yourself (if you haven’t already).

  2. Be sure that your Mogli Number is populated correctly.

  3. Either send the appropriate Form Template to your test record using a corresponding Mogli Template, or text into a Gateway the keyword configured for Mogli Form Template.

  4. When the appropriate Question is received, respond with YES or SÍ.

  5. The email notification should be sent to the configured email address.