Form notifications

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How do I display specific contact fields in my Form notifications?

In ActiveCampaign, Form notifications are an essential feature that enables you to receive updates about the contacts that fill out your forms. This functionality is particularly beneficial for tailoring your communication strategy based on the specific information that contacts provide. Knowing how to display specific contact fields in your notifications helps streamline your information capture process and enhances your overall marketing efforts.

This guide will walk you through how to configure specific contact fields to appear in your notifications, ensuring that the information you need is readily available to you or your team.

How to access this feature

To access and configure the settings for Form notifications, follow these steps:

1. Log into your ActiveCampaign account. 2. On the left menu, click on Contacts. 3. Under the Manage section, select Lists. 4. Click on Fields to manage your contact fields.

Step-by-step instructions

To specify which custom contact fields will appear in your notifications, follow the steps outlined below:

1. Navigate to Contacts and select Lists from the left menu. 2. Click on Fields under the Manage section. 3. On the Manage Fields page, be sure that you are on the Contacts tab. 4. Locate the custom contact field you wish to update. 5. Hover your mouse over the desired field, then click the pencil icon that appears on the right side of the screen. 6. A modal will open. To access the advanced options, click on the Show Advanced option located at the bottom of the modal. 7. In the advanced options, click the checkboxes to select or unselect the list assignments for your field as necessary. 8. Once completed, be sure to click the Save button to apply your changes.

Once you have assigned a custom contact field to specific lists, it will only appear in the email notifications for contacts associated with those lists. Moreover, it will be visible on the contact records of those who are part of the selected lists.

Configuration options and settings

Within the Form notifications settings, you can modify several important configuration options:

• Custom Contact Fields: Choose which fields to display in notifications by adjusting their list assignments.
• List Assignment: This dictates which contacts can show those fields in notifications based on their list association.
• Email Notifications: All contact fields will appear in emails stemming from the "Email Results" form action and the "Send a notification" automation action by default.

By managing these options, you can control the flow of information you receive, ensuring only pertinent data reaches your inbox.

Best practices and tips

When configuring your Form notifications, consider the following best practices:

• **Be selective**: Only choose relevant contact fields that are important for your follow-up communication.
• **Regularly review**: Periodically check the assigned fields to ensure they align with your business goals and customer engagement strategies.
• **Test your forms**: After making changes, submit a form yourself to verify that the fields display correctly in your notifications.
• **Utilize custom fields smartly**: Establish which fields are necessary for your team's operation to avoid cluttering notifications with unnecessary information.

Common use cases with examples

Understanding how Form notifications can significantly streamline your operations is key. Here are some practical applications:

• **Lead Qualification**: If you have a form where potential clients enter their product interests and locations, configure your notifications to include these custom fields. This helps your sales team prioritize leads based on specific interests.
• **Event Registrations**: When managing registrations for a webinar or event, including fields like Company Name or Job Title in your notifications can provide valuable context when you reach out.
• **Feedback Collection**: If you're gathering feedback via a form, capturing responses to custom fields like Satisfaction Rating or specific suggestions ensures you can tailor future outreach and improvements.

Troubleshooting section

If you encounter issues with displaying specific contact fields in your Form notifications, consider the following troubleshooting steps:

• **Check list assignments**: Ensure that the custom field is correctly assigned to the lists from which the contacts are drawn.
• **Verify notification settings**: Confirm that the email notifications are indeed set to incorporate the fields you wish to display.
• **Refresh and retest**: If changes do not appear immediately, refresh your account or log out and back in to ensure the updates take effect.

FAQ

1. What types of contact fields can I display in my notifications?

You can display any custom contact fields that you have configured in your ActiveCampaign account, provided they are assigned to the relevant lists.

2. Will all my contact fields show up in notifications by default?

Yes, all contact fields are configured to display in email notifications by default, but you can choose which specific custom fields to feature by modifying their list assignments.

3. Can I update my notification settings after I’ve created my form?

Absolutely! You can always go back to the Contacts > Lists > Fields section to make necessary adjustments to your custom contact fields and their list associations.

4. How often should I review my contact field assignments?

It is advisable to review your contact field assignments regularly, especially when you change your marketing strategies or introduce new forms.

5. What happens if I don't assign a custom field to any list?

If a custom field is not assigned to any list, it will not appear in email notifications for contacts associated with the forms since it wouldn't have a context to reference.

6. Can I have different notifications for different forms?

Yes, you can set up notifications for each specific form and customize which contact fields display in each set of notifications.

7. Are there any limits to the number of custom fields I can create?

ActiveCampaign does not specify a strict limit on the number of custom fields, but it's best to create fields that are relevant and needed for your contact management strategy to keep your workflow organized.

By following the guidelines and steps outlined in this document, you can effectively manage the visibility of your custom contact fields in Form notifications, optimizing your communication strategy with ease. ```