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 Visual Workflow Automations
- Creating Legacy 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 Visual Workflow Automations
When creating form submission automations, the task 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
Creating Legacy Automation Tasks
When creating form submission automations, the task must use the form submission as the trigger event.
To create a legacy 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.