Forms are the gateway for an anonymous web visitor to become a lead. Form submissions can be used to trigger automation, provide usability, or use the submission to trigger a long-term action group. This article details the process to create automations based on form submissions.
The following user roles can create automations:
- Marketing Managers
- Setting Up the Form
- Creating Action Groups
- Creating Automation Tasks
- Frequently Asked Questions
- Ready to Learn More?
Setting Up the Form
To create an automation based on a form, do the following:
Creating Action Groups
Action groups are a series of events that occur after the lead submits the form. To create an action group to complement your form, do the following:
Note: To delete an event from an action group, hover to the right of the action group's title and click
Creating Automation Tasks
To finalize the automation, a task must use the form submission as our trigger event.
To create an automation task for form submissions, do the following:
Note: Your company's business hours are set within your company profile by the Administrator.
Note: To delete the action group from the task, hover to the right of the action group's title and click Delete.
Frequently Asked Questions
Q: How can automated communications seem less automated?
A: Setting up a non-business hours task or workflow is a great way to ensure your automated communication seems human. If a lead submits a Contact Us form after business hours, you can send an email—and not a standard autoresponder—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.