Forms are the main way that SharpSpring receives information regarding a potential lead. This information can then be used to send an email to the lead, which begins the lead nurturing process. This article will detail how to create and edit forms.
The following user roles can create and edit SharpSpring forms:
- Company Managers
- Marketing Managers
Forms are accessed through the toolbar.
To create a SharpSpring form, do the following:
You must have one field set to the form to be able to save the form.
To edit an existing form, do the following:
Adding Auto-Responder Emails
An auto-responder is an email that is sent to any lead that submits the form, even if they are unsubscribed. This email will be sent multiple times, regardless of whether if it is a repeatable email. This email will be sent every time someone fills out the form. To add an auto-responder email to forms, do the following: