Our B2B license offers the ability to assign an alert to be sent when a form on your website has been submitted in three easy steps: 1) create a form, 2) create a lead alert campaign, then 3) connect your form to the lead alert campaign and enter the email address of the person to receive it.
In the screenshot below, notice that we are in the INFO tab of the form designer. Scroll down to the Hidden Fields section and locate the Lead Alert checkbox. Check the box and identify two items: 1) Lead Alert Email (email address to receive the notification) and 2) Lead Alert Mailing (the campaign that will be sent).
If you are not on the B2B license, there are other ways to accomplish a notification alert to be sent. Below we will outline basic examples for the Enterprise and Professional licenses.
Enterprise
1) Use a hidden category in the form. In the screenshot below, we have identified a category that will be utilized when the form is submitted. This category will come into play in the next few steps.
2) Setup an event based automation. In the screenshot below, we have setup an Automation that begins with Evaluate Category. After the kickoff event condition is met, the Lead Alert will follow.
Professional
1) Hidden category in subscribe form
In the screenshot, notice in the Hidden Fields section that there is a category selected. Selection of a hidden category will pass the form submitter to the category upon submission in your account.
2) Triggered email
Create a triggered segment based on the join of the category that is hidden in the form.
3) Setup an email based automation. In the screenshot below, we have setup an Automation that begins with a triggered campaign to the triggered segment. After the kickoff email is sent, the Lead Alert will follow.
RESOURCES
Visit our learning library to learn more about Forms, Triggered Campaigns, Automation, and more!
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