Our form tool 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).
Lead alerts are available on the Professional license and above for Forms & Automation. There are other ways to accomplish a notification alert to be sent without Lead Alert functionality. Below we will outline two basic examples.
1) Use a hidden category in the form & setup an Event based automation.
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.
1) Use a hidden category in the form & set up a triggered email.
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.
Visit our e-Learning hub for online modules to learn more about forms, triggered campaigns, automation & more.
Forms, campaigns, lead alerts, and automation features vary based on license. Please visit https://www.delivra.com/pricing or email our Client Success team for license packaging information.
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