Challenges Setting Up Trigger Conditions from an Embedded Lead Form

Question

I am a new Honeybook user.I created a lead form which I have embedded on my Website. It includes a question “What type of photography are you interested in?” It is a drop down question with 4 options:Companies	Schools	Personal	OtherBased on the response to that question, I want to be able to set up an automation that will send specific smart files (questionnaires) to the prospect client types, e.g. a questionnaire for companies, schools, personal etc.I was told by the Honeybook AI that this is not possible to do? It said there was no way to do a condition/branching based on a drop down question.It then tried to steer me towards using automated tags as an option, but when I investigated that, there is no way for me to create the specific tags tied to those responses in my drop down.The AI bot then recommended I create separate initial intake forms on my Website based on those 4 client types. That’s ridiculous.My photography coach seems to have her intake form on her site tied to projects based on a drop down question - is that a potential solution here?I welcome any recommendations for the most elegant, efficient, strategic way of setting this up.Thanks!

Kaitlyn Blair · Answer

Hey ​@Robert Becker,YES there is a way to do this! However, you will want to make sure that when you create the question, you toggle the “Link Question” option, and make sure to choose the “Project Type” option. That way their project will automatically update to whatever Project Type they’ve chosen.Then, create a new automation and make the trigger “Lead Form Submitted” and then “Specific Project Type” and choose whichever project type you’d like for that automation.I’m not a HoneyBook Employee, but I am a HoneyBook Pro and I do this for clients all the time. Please let me know if you come across any issues or have additional questions!

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