In SharpSpring, 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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Creating Automation 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:
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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 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, do the following:
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Note: For more information on custom notifications, refer to Creating Custom Notifications.
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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, do the following:
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Note: For more information on custom notifications, refer to Creating Custom Notifications.
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