Client Notification with API/Drupal

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We are using the API within a Drupal platform. The Audience ID ties in with the form via Drupal, so there is no form within Emma. How do we notify the client when someone has submitted a form?
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frogmaninteractive

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Posted 3 years ago

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Frederick Oliver

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Hi,

What I have done in these situations is create an Automation Workflow in Emma monitoring your audience or group and triggered by a change to a contact field. Upon trigger, send the notification email to your client. Note that I use a change to a contact field rather than an add to group event to include contacts that may already be subscribed. 

Hope this helps,

Fred
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frogmaninteractive

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Fred - do you include the contact field info in the email to the client? If not, do you just instruct your client to go to the audience group in the Emma interface to review the updated contact?

Thank you!
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Frederick Oliver

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To be honest I haven't tried including dynamic contact data in an email to the client. It does present some challenges as contact data is associated with the contact email address, not the client's.

What I would try is:
  1. Create a group for the clients you want to notify and add fields for the data you are capturing in your web form that want to send them, i.e., "form_contact-email" and "form_event-date".
  2. Use the Emma API populate those client contact fields  with said data. In this example it would be the email address of the person submitting the form and the date of some event they may be registering for..
  3. Set the trigger in your automation workflow to fire on a change to the "form_event-date"  field.
  4. In your email message to the client insert the field data, i.e., [% member:form_contact-email default="" %].
This would send an email to your client containing the email address collected in the web form every time the form was submitted by a contact registering for a new event, even if they are already subscribed.

I hope this makes sense and is helpful. 

Fred