Create a Rule to Trigger off of the Answer to a Form Question

Location: Marketing Automation/Rules -> Click New

Overview: You can create a rule that will trigger off a specific answer to a specific question in a form. This is true for standard form questions as well as custom contact field questions. This can come in handy when you want to categorize and communicate with contacts who have indicated a specific area of interest or answered yes or no to a question you have provided in a form.

How to Create a Form Field Answer Rule Using Custom Contact Field Question

1. Go to Marketing Automation/Rules -> Click New
2. Give the rule a name
3. In the When This Happens or Select Trigger Menu Choose Form – Filled Out
   1. Choose Specific Form
   2. Select the Form
4. Next in the Conditions or If This Is Ture menu, select Form Field – Contact Has Entered Specific Value
   1. Next a list of questions that are in the form will come into view. Select the Question you want to trigger the rule off of.
   2. The rule editor will then refresh and show the question with the available answers. You will then need to select the answer to the question that this rule will be triggered off of.
5. Then fill out the Them Do This or Select Action menu by selecting the action or actions you want to have happen based on the logic of the rule. Some common actions are: add contact to a category, add contact to a sequence etc.
6. Last, make sure the rule status is set to Active and Save and Close.

Note:  You will need  one rule per question per answer, so if you have a three answer question, you will want three rules one to correspond to each possible answer to the question.

Click Next to go to the next module on how to use custom contact fields. You can also jump to another topic under Contact Management by visiting the Course Content page.

Related  Topics:

• Set Custom Contact Fields in Website Settings
• Find and Update Custom Contact Fields in the Contact Editor  
• Add Custom Contact Fields to My Account Object  
• Add Custom Contact Fields to your Website Forms to Populate Contact Record  
• Create a Rule to Trigger off of the Answer to a Custom Contact Form Question
• Display Custom Contact Fields in Contact Gallery Search and Contact Profile
• Locations Where You Can Add or Update Custom Contact Profile Fields
• Create Query List in Contacts Using Custom Contact Field as Criteria

Common Questions

• Where do I set the custom contact fields for my website?
• How do I get a custom contact field to show in a website form?
• How do I trigger a rule to run off of the answer to a custom contact questions in a form?
• How do I get a custom field to show in my member directory?
• Where are all the locations to work with the custom contact fields in website content?