Here’s the scenario:
A contact completes a form on a membership website but they must include the email address of an existing member as a referee.
I need the automation to validate the email address by checking to see if this person being put forward as the referee is in a list in AC.
If they are - the automation sends the existing member an email to confirm and if they are not, an email goes back to the first contact to tell them that this is not a members.
Is it possible to do this?
Hi Jason,
I think the form that the contact submits with the referee would have to create a contact for the referee. I think you’d have to store the email address of the contact as a custom field on the referee’s contact record.
You’d create an automation that is basically an If/Else that checks to see if they’re on the list. If they are, they’ll go down the “Yes” path and you can send them an email to confirm. If they’re not, they’ll go down the “No” path and you can use a “Notify” action to email the contact (you’d personalize the “to” field with the custom field on the referee record) to let them know they’re not a member.
Hi Brian
Great idea. Well done.
Jason