ADM-201 · Question #295
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-lead form on their website. They want to send different messages based on the Lead…
The correct answer is C. Configure an auto-response rule to email the lead. To send personalized emails based on the Lead Industry field value when a web-to-lead form is submitted, an administrator should configure an auto-response rule.
Question
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out the web-to-lead form on their website. They want to send different messages based on the Lead Industry field value. What should an administrator configure to meet this requirement?
Options
- AUse a validation rule to trigger workflow to email the lead.
- BCreate an assignment rule to email the lead.
- CConfigure an auto-response rule to email the lead.
- DAdd a public group and Process Builder to email the lead.
How the community answered
(30 responses)- A3% (1)
- B3% (1)
- C87% (26)
- D7% (2)
Why each option
To send personalized emails based on the Lead Industry field value when a web-to-lead form is submitted, an administrator should configure an auto-response rule.
Validation rules prevent records from being saved, and Workflow Rules, while capable of sending emails, are being deprecated and are not the most direct or efficient solution for conditional auto-responses from web-to-lead forms.
Assignment rules automatically assign new leads or cases to users or queues based on criteria, but they do not send personalized email acknowledgements to the lead creator.
Auto-response rules are specifically designed to automatically send different personalized email templates to leads or cases based on specific criteria (like the Lead Industry field) immediately after they are created from a web form.
While Process Builder (or Flow) could send emails, auto-response rules are the declarative feature specifically built for immediate, conditional email acknowledgements from web-to-lead forms, offering a more streamlined configuration.
Concept tested: Web-to-Lead automation and email responses
Source: https://help.salesforce.com/s/articleView?id=sf.leads_auto_response_rules.htm&type=5
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