Notify employees by email when a lead has been received via a landing page

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Example. Build the following business process: upon receiving a lead via a landing page, an email is sent to the responsible employee..

Business process diagram (Fig. 1) elements:

  1. Incoming signal for creating a lead through a landing page - when you create a lead through a landing page, the signal is activated and the business process is started.

  2. Reading the created lead data - obtaining lead parameters that will be later used in the business process.

    Note. Configure a separate business process to set up automatic assigning of the lead owner.

  3. Sending an email - sending an email with the specified text and the lead data obtained in the previous step of the business process.

    Fig. 1 The "Sending email when creating lead via landing page" business process
    scr_process_creation_designer_case_lead.png

To do this:

  1. Place the [ Signal ] element on the diagram. The element is located in the [ Initial events ] group — "Lead created” . The element will be activated when a lead is created registered via a landing page.
  2. Set up the signal parameters (Fig. 2).
    1. In the [ Object ] field, set "Lead".

    2. In the [ What event should happen? ] field, select "Add record".

    3. In the [ Added record must correspond to conditions ] field, select "Add record".

      Fig. 2 Setting up the signal properties
      scr_process_creation_designer_case_lead_starting_signal_settings.png
  3. Add the [ Read data ] element of the [ System actions ] group and name it "Read lead". The "Read lead" element will read data from the added lead.
  4. Set up the element parameters (Fig. 3).
    1. In the [ Which data read mode to use? ] field, select “Read the first record in the selection”.

    2. In the [ Which object to read data from? ] field, select ”Lead”.

    3. In the [ How to filter records? ] area, set the filter “Id = Lead created.Record ID". To do this, click <Add condition>, select the “Id” column, in the displayed menu select the [ Compare with parameter ], and then in the appeared window select [ Unique record ID ] of the “Lead created” element.

      Fig. 3 The [ Read lead ] element setup area
      scr_process_creation_designer_case_lead_read_leaddata.png
  5. Add the “Send e-mail” element and set the following parameters (Fig. 4):
    1. Specify the necessary email account in the [ From ] field. To do this, select [ Select from lookup ] in the parameter value menu, then in the [ Synchronization with mailbox settings ] lookup, select one of the configured email accounts.

    2. In the [ To ] field, specify the email of the recipient. To do this, select [ Process Parameter ] in the value window of the [ Contact ] menu item. Select the “Read lead” element in the pop up window and select “Owner” in the [ Process parameter ] field.

    3. In the [ What is the message? ] field select “Template message”.

    4. Select the existing template in the [ Template message ] field. The [ Subject ] field is populated automatically.

    5. Select “Send email automatically” in the [ How is the message sent? ] field.

      Fig. 4 [ Send email ] element properties area
      scr_process_creation_designer_case_lead_send_email.png
  6. After creating the process elements, connect each element with the next one by dragging the icn_process_elements_connection_straight.png element in the upper right corner of the selected process element.
  7. Save the created business process.
    As a result of the business process, upon receiving a lead via a landing page, an email is sent to the responsible employee.