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Configuring Form Fill Notifications

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Justin Garrett
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In SharpSpring, you can set up an automation that will notify you whenever a visitor fills out a form. These notifications can be sent by email or text. To enable these notifications, you will need to create an automation. This article will detail how to configure form fill notifications.

The following user roles can set up a form fill notification:

  • Administrators
  • Marketing Managers


Article Contents


Readying Forms

As the automation requires a form to function, you will need to have a form ready before creating an automation. To configure a form, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Forms.
  2. Create or edit a form.
  3. Add fields, elements, and topics as necessary.
  4. Rearrange form content as necessary.
  5. Click Save Changes.
  


Click to enlarge.


Creating Form Fill Action Groups

To create an action group for a form fill, do the following:

  1. In SharpSpring's top toolbar, click
    New > Action Group.
  2. Enter a name for the action group.
  3. Click the Use legacy editor radio button. 
  4. Click the Make this action group repeatable checkbox.
  5. When and what your action group should accomplish section, select either of the following:

      •   send a notification to email 
      •   send a notification to user
  6. Depending on the action choice, enter either the desired email address or user name.
  7. Click Add Action.
  8. Click Save Changes.
  


Click to enlarge.
Note: Only active legacy action groups will be available to be added to the notification task.


Adding Triggers

Once the action group has been created, it will need to have a trigger set to it in order to activate and fire. To add a task to an action group, do the following:

  1. In SharpSpring's top toolbar, click
    New > Task.
  2. Enter a name for the task.
  3. Click Add Task.
  4. Click the of the following conditions are met drop-down menu.
  5. Select when any.
  6. In the Add the Trigger/Filter drop-down menu, select Add the Trigger.
  7. In the When a contact drop-down menu, select fills out the form.
  8. In the Select a Form field, select the created notification form.
  9. Click Add Rule.
  10. In the Add an existing action group field, enter the created form fill action group.
  11. Click Save Changes.
  


Click to enlarge.

Once you have created an action group and added it to the trigger, the notification will be sent every time a visitor fills out the form you selected.

For more information on custom notifications, refer to Creating Custom Notifications.


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