In Lead Gen & CRM, you can set up an automation that will notify you whenever a visitor fills out a form.
This article will detail how to configure form fill notifications.
Article Contents
Available With:
| Trial |
✓ |
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| Essential |
✓ |
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| Advanced |
✓ |
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| Ultimate |
✓ |
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Toolbar:
Automation
Users:
| Administrators |
✓ |
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| Company Managers |
✓ |
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| Marketing Managers |
✓ |
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| Sales Managers |
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| Salespersons |
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| Jr. Salespersons |
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Creating Automation Forms
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The automation requires a form to function, so you will need to have a form ready before creating an automation.
Create or edit a form, add fields, elements, and topics as necessary, and then save your form.
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Creating Visual Workflows with Email Notifications
Once you have created a form, you can set form fill notifications to inform you via email when a visitor has filled out a form. This is done with a visual workflow.
To create a visual workflow for form fill notifications, create or edit a visual workflow:
- Click + Add > Trigger under Start or an applicable workflow branch.
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- Click fills out the form, located under Form.
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- Enter the name of the desired form in the Form Name field and when this trigger should apply (any time, during business hours, during non-business hours) and click OK.
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- Click + Add > Action under the created trigger.
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- Click send a notification to email, located under Notifications.
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- Enter the desired email address in the Email field.
- Optionally, click the following checkboxes:
• When available, send to the lead owner
instead
• Use custom notification
- Click OK.
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- Set the workflow to Active.
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Creating Visual Workflows with User Notifications
Once you have created a form, you can set form fill notifications to inform you via email of when a visitor has filled out a form. This is done with a visual workflow.
To create a visual workflow for form fill notifications, create or edit a Visual Workflow:
- Click + Add > Trigger under Start or an applicable workflow branch.
Click to enlarge.
- Click fills out the form, located under Form.
Click to enlarge.
- Enter the name of the desired form in the Form Name field and when this trigger should apply (any time, during business hours, during non-business hours) and click OK.
Click to enlarge.
- Click + Add > Action under the created trigger.
Click to enlarge.
- Click send notification to user, located under Notifications.
Click to enlarge.
- Enter the desired user name in the User Name field.
- Optionally, click the following checkboxes:
• Send text message as well
• When available, send to the lead owner
instead
• Use custom notification
- Click OK.
Click to enlarge.
- Set the workflow to Active.
Click to enlarge.
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