Email Alerts Based On Form Response

Disclaimer: These steps have been deprecated due to Salesforce's transition to Flow, however, we are keeping the steps in place as the fields, conditions, and actions are still applicable. To be revised to support Flow at a later date.

Send an Email Alert Based on an Inbound Response from a Form Template (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 Templates that asks if they’d like help scheduling an appointment.

1. From Setup, enter Classic Email Templates, and customize the email to be triggered by the Process you’re about to create. Click Save
2. From Setup, enter Process Builder and select Process Builder
3. Click New
4. Fill in your information for the new process. Be sure to start the process when a record changes. Click Save
5. Select the Question Response object to start the Process, and start the process when a record is created or edited.

6. Click Add Criteria, and populate the criteria, including the Filter Logic. Click Save.

7. Click Immediate Actions and populate the fields as such, including the Email Template you’ve just created, and Save

Your Process Builder should now look like this:

8. In the upper right corner, click Activate

9. Create a test record for yourself (if you haven’t already), and ensure your Mogli Number is correctly populated. Initiate the survey by texting in the Query String (keyword) to one of your active Gateways. Respond to the survey in accordance with your Process Builder criteria. Check your email