Hello & Good Afternoon,
Can someone please tell me how (or if it's even possible) to add a newly-created Account Engagement email template as a completion action (auto-responder email) to an existing Form that was created in Classic? For whatever reason, the only templates that are showing up in my picklist are old (created in Pardot/Classic).
Forms still have the former Pardot interface, yes? Is there a way to recreate them in AE (similar to how the new email content/template functionality works)?
Or am I doomed?
Thanks!
François Perret (Bamsoo) Forum Ambassador
Hi Brianne,
As it pertains to Emails made with the Lightning Builder, Templates cannot be used directly, you need to create an Email Content out of it, and then use the button "Activate for Automation". Then the Email Content will be displayed in the List of Emails you can use in a Form Completion Action (Auto Responder). This should work, even if the Form was built with Pardot Classic.
Hope this helps 😎.
#SharingIsLearning #AccountEngagement
François.