Different “Subject” line for each form

  • Resolved imfaisal

    (@imfaisal)


    7 years, 9 months ago

    Hey, Hope you are fine. I’ve integrated this plugin with multiple forms. For one form I’ve defined the “New Lead” subject line like this:

    “New [field-Service] Estimate Request”

    where [field-Service] is dynamic and grabs value of “Service” field of the form.

    Now the issue is, this subject line is fine for one form but for another form I want it changed to something else, but the plugin only allows defning subject line globally. Can you please tell me if there is any workaround to define it on per form basis? or can you add this feature in the coming update?

Viewing 11 replies - 1 through 11 (of 11 total)
  • Plugin Author Upi

    (@upi)

    7 years, 9 months ago

    Hi
    Let me suggest a solution:

    you can use the Auto Lead management feature – for example –

    define that
    if form name is “shoes” – then assign the value “shoes” in field “Service”
    if form name is “Shirts” – than assign the value “shirts” to field “Service”

    like this – the “Fields-Service” – will also be dynamic… based your logic and definitions.

    What do you think ?

    Hope it helps.
    Uri

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 9 months ago

    It does not seems to be working. I’ve also tried adding a hidden field named “Subject” in each form and assigning the relevant unique value to that field. After that using [field-Subject] variable in “Subject” field (in “Email Notification” section) does not work either. It simply prints [field-Subject] in the email title instead of inserting unique “Subject” field’s value.

    For reference, I’m using following hidden field values for “Subject” field:

    Form 1: New [field-Service] Estimate Request (using nesting variable)
    Form 2: Web Development and/or SEO Service Inquiry (using simple string)

    • This reply was modified 7 years, 9 months ago by imfaisal.
    Plugin Author Upi

    (@upi)

    7 years, 9 months ago

    it should work, we use it all the time… just want to have a quick look of exactly how you configured it…

    can you send screen captures of :
    1. list of your fields
    2. Auto rules you defined
    3. Email template settings ?
    Thanks
    Uri

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 9 months ago

    Thanks for your reply. Here is the required information from my site configuration:

    1: Ninja Form Hidden Field Setting: https://d.pr/FREE/UFfJUp
    2: UPICRM Field Assignment Setting: https://d.pr/FREE/kBrWsg
    3: UPICRM Email Template Setting: https://d.pr/FREE/g9B361
    4: UPICRM Lead Routing Rules: https://d.pr/FREE/pwuDZS

    Let me know if it helps udnerstanding the issue. Otherwise, I can give you access to the dashboard directly.

    Note: I only get [field-Service] as the “email title” from UPI CRM.

    • This reply was modified 7 years, 9 months ago by imfaisal.
    Plugin Author Upi

    (@upi)

    7 years, 9 months ago

    Hi,
    indeed it looks like a wrong configuration (if I may be direct…)

    you need to:

    1. set the subject of the ninja forms to use any value you want.
    2. map the field of the ninja subject to the Upi Field – “Message Subject”
    3. Define auto lead rule – if “Message Subject contains [value]”
    then – change message subject (or any other field value) to your desired value.
    4. use the email template to send mail – and in subject fields – the field your have altered, or add any other values – either text or dynamic fields.

    please let us know if it helps

    Uri

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 9 months ago

    Hello,

    Unfortunately it still didn’t resolve the issue. Now, I’m using this lead rule: https://d.pr/FREE/q6DkKc

    The thing is, the email BODY from upiCRM has the correct subject mentioned under “Message Subject” field, which means it is correctly been modified as per my requirement (see here: https://d.pr/FREE/EHgVp7). But when I try to use same field in my email template it prints the variable name as it is.

    Plugin Author Upi

    (@upi)

    7 years, 9 months ago

    Hey… it’s still not the right way …. sorry
    UpiCRM does not use dynamic values in this field.
    you need to set the value using text strings, and then use the email template to embed the new field with your desired value.

    Thanks
    Uri

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 9 months ago

    Okay, using “Email Templates” does the trick. It is working now. But I’m facing a new issue though. I’m also getting email through regular “email notification” where I’ve assigned an email template to be sent. So, I’m getting 2 email, I only want to receive email from “email template” and NOT from regular email notification.

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 8 months ago

    Any thoughts on the “duplicated email” issue mentioned in my last reply?

    Plugin Author Upi

    (@upi)

    7 years, 8 months ago

    Hi
    we didn’t think about this in our current design.
    we either send notifications or not.

    We’ll try and think of a way to send either normal notifications, template, or nothing.
    it’s will appear in a future version.
    hold on… 🙂

    Uri

    Thread Starter imfaisal

    (@imfaisal)

    7 years, 8 months ago

    Okay thanks. I’ll be waiting.

Viewing 11 replies - 1 through 11 (of 11 total)

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