Configuring Form Fill Notifications

Article Contents

• Creating Automation Forms
• Creating Visual Workflows with Email Notifications
• Creating Visual Workflows with User Notifications
• Ready to Learn More?

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. Click Save Changes.

Click to enlarge.

1. In SharpSpring's top toolbar, click
   Automation > Visual Workflows.
2. Create or edit a Visual Workflow.
3. Under Start or a workflow branch, click
   + Add > Trigger.
4. Under the Form section, click fills out the form.
5. In the Form Name field, enter the name of the desired form.
6. Click OK.
7. Under the created trigger, click + Add > Action.
8. Under Notifications, click send notification to email.
9. In the Email field, enter the desired email address. 
10. Optionally, click the following checkboxes:
    
       •   When available, send to the lead owner
            instead
    
       •   Use custom notification
11. Click OK.
12. Set the workflow to Active.

Click to enlarge.

1. In SharpSpring's top toolbar, click
   Automation > Visual Workflows.
2. Create or edit a Visual Workflow.
3. Under Start or a workflow branch, click
   + Add > Trigger.
4. Under the Form section, click fills out the form.
5. In the Form Name field, enter the name of the desired form.
6. Click OK.
7. Under the created trigger, click + Add > Action.
8. Under Notifications, click send notification to user.
9. In the User Name field, enter the desired user name. 
10. Optionally, click the following checkboxes:
    
       •   Send text message as well
    
       •   When available, send to the lead owner
            instead
    
       •   Use custom notification
11. Click OK.
12. Set the workflow to Active.

Click to enlarge.