Setup email notification to alert web form owners, users or sales reps when a new lead is submitted through a web form.
Setup Lead Submission notification for Webform:
Follow the Steps below to set up Web Form notification via Automation Campaign
- Click on Automated Campaign under Marketing.
- Click on Add to create a new Touch Campaign
- Mouse Over the templates then click on Use this template to select the type of template for your campaign and in this case, you may use “Start with Web Form” as your start with the template.
Note: If you want to start with Landing Page, then click on Use this template option on Landing Page Automation
4. Type in a relevant name for your automated web form. This will help you to search and find the automated web form later on.
5. On the left-hand side of the Automation Campaign page, there is a toolbar which contains various Triggers, decisions, and actions, these are used to design the desired Marketing or Sales process in the automation designer canvas.
6. Select the web form, from the dropdown list for which you want to set up notification.
7. To set up notification, drag and drop Notify on the automation designer canvas. connect it to set up after web form.
8. Click on the pencil icon on Notify to select Sales Rep and Users from the drop-down list. You can select more one person to be notified. Click on save to finalize your selection.
9. Click on save to save all changes.
10. To post the web form on a website. you need to open web form page.
11. On the web form page click on Generate. To generate a Web Form means to extract the HTML code for that Web Form. Then you can copy paste the generated code to your webpage. This will add the Web Form to your webpage. Click on the link to see how to generate and add web forms on the website.
12. Coming back to the Automation designer page click on Start to start the Webform Automation.
