I work in a wedding planning studio. When a new prospect comes into our studio we ask the bride/couple to fill out a walk-in form indicating which wedding vendors they still need for their wedding. I have attached a copy of the walk-in form at the bottom of this post for reference.
There are 27 different vendor categories the bride can choose. For example Caterer, Florist, Photographer, Tux, etc. Each vendor category contains 1-5 vendors.
A bride can choose 0 to all 27 categories depending on her needs.
When I create a lead in Zoho from this completed form, I want to be able to automatically send an email to the bride/couple that includes a list of all the vendors in each category they choose. Each vendor in a category would be listed under the category heading and each vendor listed would be a clickable click to the vendor's website.
For example, if the bride chooses Caterer, Florist, and Tux she would receive an email that says:
Dear Sue Bride, it was a pleasure to learn more about your wedding vision. As requested, below is a list of our preferred wedding vendors perfect for your big day!
Caterer
Florist
Tuxedo/Suit
We can create these variable data fields very easily in Pardot but I have no clue how to do this in Zoho. I sent this information to our Zoho point of contact from Sales who was supposed to pass it along to a Zoho engineer to write the script. That was a month ago and I cannot get our Sales rep to return my calls or emails.
I need to learn how to do this pronto as our license with Pardot ends September 30 and we will be using Zoho exclusively. I need to know how to create these variable data fields asap and can no longer wait on my sales rep or the engineer to make this work.
Any help would be greatly appreciated.
Thanks!