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.
Article Contents
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Available with: |
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Marketing Automation |
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CRM Ultimate |
✓ |
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CRM PRO |
✓ |
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CRM Free |
✓ |
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Toolbar: |
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Users: |
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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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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:
- Click Forms in SharpSpring's left toolbar.
- Create or edit a form.
- Add fields, elements, and topics as necessary.
- Click Save Changes.
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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:
- Click Automation > Visual Workflows in SharpSpring's left toolbar.
- Create or edit a visual workflow.
- Click + Add > Trigger under Start or an applicable workflow branch.
- Click fills out the form, located under Form.
- 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).
- Click OK.
- Click + Add > Action under the created trigger.
- Click send a notification to email, located under Notifications.
- 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.
- 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, do the following:
- Click Automation > Visual Workflows in SharpSpring's left toolbar.
- Create or edit a Visual Workflow.
- Click + Add > Trigger under Start or an applicable workflow branch.
- Click fills out the form, located under Form.
- 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).
- Click OK.
- Click + Add > Action under the created trigger.
- Click send notification to user, located under Notifications.
- 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.
- Set the workflow to Active.
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