Need automatic email when lead created on Leads Portal

Posted by Rollbase User on 23-Aug-2011 16:38

How can I have rollbase notify me via email when a new visitor has signed up on our leads portal? I looked high and low but couldn't find out how to activate this using a trigger. Thank you, Kurt

All Replies

Posted by Admin on 23-Aug-2011 23:59

1. Create a New Mail Template from the Object Definition page







2. Create a new Trigger of type "Send Email" (first one in list)







3. Setup the trigger to send you an email after a new lead is created

Posted by Admin on 24-Aug-2011 00:01

Thank you for this answer. I had sort of figured this might work but it doesn't differentiate whether the lead was created via the portal or in rollbase directly. So if I manually create a lead I will be getting an email. That is what I was hoping to avoid.

Posted by Admin on 24-Aug-2011 00:03

You can put a IP Address capture field on the portal page and in your trigger formula you could put something like:





if ("{!ipaddress}" != "")

return true;

else

return false;





The IP Address field would only be empty for leads created on the backend.

Posted by Admin on 24-Aug-2011 00:11

Mike,



You're a prince. This worked perfectly! I implemented the first item and haven't progressed to the IP Address capture field but that seems easy enough.



I just got an email from a test lead entry. Awesome!



Kurt

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