Zoho Campaigns - Workflow Rules for Optin Forms & Passing data between forms
Hi there,
Just started using Zoho CRM and Zoho Campaigns.
Whilst I'm new to Zoho I have spent a fair amount of time trying to work stuff out but I'm stuck here.
Question 1:
I think this would be handled with a workflow but not sure?
So if i have a web sign up form that adds those that optin to a mailing list, how would I go about having it so if they then opted in to a different separate list they could be removed from the original list?
prospect >>>>>opts into list 1
prospect >>>>>opts into list 2 >>>>>is automatically removed from list 1
Question 2:
Is it possible to pass information through from one optin web form to another?
prospect >>>>>opts into list 1 with name and email
prospect>>>>>redirected after optin to a thank you page that contains a second web form with custom fields.
prospects name and email are automatically populated to that form >>>>>prospect fills out additional fields>>>>>prospect is added to list number 2.
Thank you in advance for your assistance
Scott