Form notification

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How do I get notified when a contact submits an ActiveCampaign form?

Introduction

Form notifications in ActiveCampaign allow you to receive alerts whenever a contact submits one of your forms. This feature is essential for businesses that want to stay informed about interactions with their prospects and customers, as it aids in timely follow-ups and enhances customer engagement. By implementing form notifications, you can ensure that no lead goes unnoticed and your sales team can react quickly to new submissions.

How to Access This Feature

Accessing the form notification feature is straightforward. You need to navigate to the Forms section within your ActiveCampaign account. This feature is available in all plans: Starter, Plus, Pro, and Enterprise.

Step-by-Step Instructions

To receive notifications for form submissions, you can follow one of the two methods below: configuring a notification directly from the form settings or triggering an automation when a form is submitted.

Method 1: Receive a Notification with a Form Action

1. From your ActiveCampaign account, navigate to Website > Forms. 2. Click Edit for the form you want to modify. 3. The form builder will load. All editing and style options will appear on the right pane. Click the Options tab. 4. Locate the Form Action box, then click the Add an action button. 5. A modal window will appear. Click the Action dropdown, then select the Email Results option. 6. Complete the Email Results fields, then click the Add button.

Method 2: Receive a Notification from an Automation Action

1. From your ActiveCampaign account, navigate to Automations. 2. Edit or create a new automation. 3. Add the Submits a form trigger to your automation. A modal window will appear:

  * Click the Select Form dropdown, then select the form you wish to use in your start trigger. You can also select Any form to receive a notification for any submitted form.
  * Choose either Runs once or Runs multiple times.
  * If desired, click the box next to Segment the contacts entering this automation and enter your segment conditions.
  * Click the Add Start button.

4. Drag the Notify someone action to the Automation builder. 5. Complete the fields in the Compose Message box and click OK. 6. Click Active to turn on your automation.

Configuration Options and Settings

When setting up form notifications, you have several important configuration options:

• To Email Address: Ensure that the email address you specify as the recipient differs from your From email address to avoid deliverability issues.
• From Email Address: The email that appears in the sender field.
• Segment Conditions: Optional criteria to segment contacts entering the automation based on specific parameters.

Note: To avoid potential email deliverability issues, it's recommended to use a “To” email address on a different domain from the “From” email address, particularly if both emails share the same domain.

Best Practices and Tips

• Always ensure that your notification email address is properly configured to ensure you receive submissions timely.
• If possible, avoid using the same domain for both To and From email addresses. Check the Mail Server IP Ranges for optimal settings.
• Test your forms and notifications after setting them up to confirm that notifications are being sent and received correctly.
• Consider using automation to not only notify the form owner but also trigger further actions like adding the contact to a specific list, assigning a task to a team member, or sending a follow-up email.
• Enable double opt-in for increased engagement, but remember this means notifications won't be sent until the user confirms their email.

Common Use Cases with Examples

• **Lead Generation:** If you’re using a contact form for potential clients, receiving instant notifications allows your sales team to follow up immediately.
• **Event Registrations:** For events or webinars, form submissions could be configured to notify the event coordinator to prepare necessary materials.
• **Surveys and Feedback Forms:** Get instant feedback to improve your offerings by notifying the team right when responses come in.

Troubleshooting

If you are not receiving notifications, consider the following steps:

• Verify that the email address in the To Email Address field is correct and accessible.
• Check if both To and From email addresses are set up correctly and do not share the same domain.
• Ensure the notifications feature was properly set up by reviewing the steps above.
• Confirm that the email settings in your ActiveCampaign account are correctly configured and that you are not facing issues related to your email service provider.

Related Features

Explore related functionalities in ActiveCampaign that complement form notifications:

• Automations
• Tags
• Contact Lists

FAQ

Q1: Can I receive notifications for submissions from multiple forms?

Yes, you can either modify each form to send notifications individually or set up a single automation that triggers on any form submission.

Q2: What should I do if my notifications are not reaching the inbox?

Check your spam folder, ensure email addresses are correctly inputted, and consider using different domains for 'To' and 'From'.

Q3: How do I edit an existing form's notification settings?

Navigate to Website > Forms, select the form you wish to edit, and follow the steps outlined above to modify the notifications.

Q4: Is double opt-in necessary for receiving notifications?

No, but if enabled, notifications won't be sent until the contact confirms their email.

Q5: Can I customize the content of the email notification?

Yes, you can modify the content in the Compose Message section when configuring your automation.

Q6: What happens if I don't configure a email notification?

If you do not configure a notification, you will not receive alerts for submitted forms, which may lead to missed opportunities.

Q7: Can I integrate form notifications with other tools?

Yes, you can use automations linked with other applications if they support integrations within your ActiveCampaign workflows.

For additional resources, visit the Automations article or the Mail Server IP Ranges documentation. ```