|Forms are the gateway for an anonymous web visitor to become a lead.
Form submissions are normally used to trigger automation.
This article details the basic process to create automation based on form submissions.
Setting Up the Form
To create an automation based on a form, do the following:
Creating Visual Workflow Automation
When creating form submission automation, the workflow must use the form submission as the trigger event. To create a Visual Workflow based on a form submission, do the following:
Example of a completed automation based
Frequently Asked Questions
Q: What if I want to add auto-responder emails to forms?
You can add auto-responder emails to any SharpSpring form. Native and third-party forms cannot have auto-responder emails added to them.
Q: How can automated communications seem less automated?
A: Setting up a non-business hours workflow is a great way to ensure your automated communication seems human. If a lead submits a contact form after business hours, you can send an email—and not a standard auto-responder—indicating the team will respond in the morning.
Q: How can the automation be tested?
A: Test the automation by filling out the form on your webpage or SharpSpring landing page. You will see the lead record created in the Contact Manager, and the workflow will be listed under the Memberships tab.