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Sign Up Form AutoResponder Conditions
Sign Up Form AutoResponder Conditions
V
Written by VipeCloud Developer
Updated over 4 months ago

Learn how to create Sign Up Form AutoResponders that trigger based on specific responses in your Sign Up Forms. Additionally, learn how to have Sign Up Form responses automatically assigned to different Users and Teams based on specific responses.

Transcript

0:01

hello vipers let's talk about sign up

0:04

form autoresponders and the conditions

0:08

that you can set so that certain

0:09

autoresponders will trigger in certain

0:11

kinds of ways thus allowing you to

0:15

have

0:16

one email template sent if a certain

0:20

answer is given and a different email

0:22

template set if a

0:25

if a different answer is given and also

0:27

how you can designate ownership of the

0:31

signups based on these conditions too

0:35

so we're looking in signup forms which

0:37

we got to by clicking on the signup

0:39

forms button here creating a new signup

0:41

form and then going to the autoresponder

0:43

tab

0:45

and let's also take a look at the silent

0:48

form itself

0:49

and so we can see what the what field

0:52

we're going to be doing this with so

0:53

here's an example sign up form

0:56

a basic one and we have an industry

1:00

option here and perhaps we want a

1:03

certain email template to be sent

1:05

if the person who's filling out the form

1:08

selects manufacturing and maybe we want

1:11

this to this this sign up to be assigned

1:15

to a particular user based on that too

1:18

so I'm going to head back here

1:20

create autoresponder

1:22

this is going to go just like a normal

1:24

autoresponder

1:26

throughout this phase here you can

1:28

choose email template

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I'm just going to pick a template

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and this template is going to be

1:34

set so that it specifically goes if a

1:37

certain response is given we're going to

1:39

leave steps two and three

1:43

and here we go so here is our first

1:46

autoresponder

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now we've got conditions

1:50

I'm going to click right here to create

1:51

a condition for this autoresponder

1:54

add condition

1:57

and here we see all of the fields that

1:59

are on the signup form

2:01

I'm going to choose industry includes

2:03

manufacturing we can also see right here

2:06

there those are the options that we had

2:07

before

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save so now this autoresponder is only

2:12

going to go if somebody when they're

2:14

filling this out chooses Manufacturing

2:17

and then you can take this a step

2:18

farther too if you want certain

2:21

responses to result in certain

2:25

users in your account to own that plus

2:28

you should also note that when you set

2:31

that

2:32

the auto the email that is triggered by

2:35

the autoresponder is also going to be

2:36

coming from their account

2:39

so we can go right here to sign up owner

2:42

and here's where we can choose different

2:44

people so maybe I want to choose a

2:45

different user in my

2:48

uh in my company's account

2:50

to uh to receive this sign up

2:53

Additionally you can use a round robin

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where it will

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go in in a circle of the uh of the users

3:01

that are in your account or in a team

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because you can see right here choose

3:06

round robin we can say all users or you

3:08

can also create different teams

3:10

and um and then it'll limit that round

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robin to a specific team like maybe it

3:16

is a uh just a sales team or it's a

3:19

particular sales team and uh and then

3:21

you can set this there so we'll do this

3:23

right here say like maybe csms okay and

3:27

there we go and so then if you want to

3:29

create another condition so that if

3:33

somebody chooses a different option here

3:35

you can simply create an another

3:37

autoresponder where then the condition

3:39

is set for that other option

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