Send Mautic Form to different Recipients based on Formfield

Product Support Mautic 4 Install/Upgrade Support
13

Thanks for the workaround.

I really love Mautic and its extensiveness. It’s just a great and powerful tool.
But at this point it totally misses the market. For me it just feels so wrong and like a big error by design, when you have to create fake fields to handle formfields for such a simple task.
Not talking about the problem when the user overwrite his records before the data being send.

As mentioned this is so easy to do in TYPO3 with Powermail and so I was thinking about creating a plugin, but the documentation on this is really bad.

So here is my solution, as I was looking for simple solution for me as well as the customer.
Solution is tested and worked like a charm for me. Here’s what you can do, for everyone also looking something like this:

  1. Create 1 custom field and label it “Owner (form)” - set Type to Text
  2. Create 2 MySQL Trigger as follows (just copy the code 1:1, should work out of the box):
DELIMITER ;;
CREATE TRIGGER `set_lead_owner_from_radiobutton_on_insert` BEFORE INSERT ON `leads` FOR EACH ROW
IF (NEW.owner_form != NULL) THEN
  IF (SELECT count(id) FROM users WHERE users.id=NEW.owner_form) > 0 THEN
    SET NEW.owner_id = NEW.owner_form;
  ELSE
    SET NEW.owner_id = NULL;
  END IF;
END IF;;
DELIMITER ;

DELIMITER ;;
CREATE TRIGGER `set_lead_owner_from_radiobutton_on_update` BEFORE UPDATE ON `leads` FOR EACH ROW
IF (NEW.owner_form != NULL) THEN
  IF (SELECT count(id) FROM users WHERE users.id=NEW.owner_form) > 0 THEN
    SET NEW.owner_id = NEW.owner_form;
  ELSE
    SET NEW.owner_id = NULL;
  END IF;
END IF;;
DELIMITER ;
  1. Create a form with a Radiobutton or Selectbox and set the “Contact Field” to our custom field “Owner (Form)”
    Note: Values of the Radiobuttons / Selectboxes need to be set to the User IDs of your Mautic Instance. So you have to create an user for every Select- oder Radiobutton-Option.
  2. Select for example “Send form results” in Actions and set “Send to owner” to yes.

That’s it.

So what does it do. It’s basically all about the MySQL Triggers. Every time a new Lead is created or updated and our custom field “Owner (form)” is not null and has a valid entry (User ID), the trigger copies the value from our field to the original Owner Field of the lead. So we can then use Owner of the Lead (in my case a Department) to send him a E-Mail.

I hope this is helpfull to someone. But even more I hope that Mautic is gonna fix this in the future, as I believe this a very essential task when it come to enterprise Websites.

Cheers,
Lufi :slight_smile:

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