Get a notification for a form registration

You can receive an email or SMS notifications when contact has filled out one of your forms. This way, you will be aware at any time and anywhere that your form is filled. A notification setting is performed via an automation system.

Create automation

On the main login screen, click on the “Automation” tab in the main menu bar on the left (1). The “Common Actions” panel opens, click on the ”Create Automation” button (2).
You can also select “Create Automation” directly from the main menu bar.

Select “Empty Automation” Template.

Each automation designed from trigger and action.
Trigger (blue) – This is the factor for the scenario.
Action (green) – The action that will perform after the trigger turned on.

Setting the trigger

To set and edit the trigger properties, click the Pencil Icon (1).

In the “Edit trigger” pane, in the “Type” field, scroll down and select “Filled Page Form (under the category “Dynamic Page”).

In the field “Dynamic Page Name”, select the landing page where the relevant form appears.
When done, click “Update”.

We will continue to define the action

Click on the pencil icon, which is next to the action.
In the “Edit trigger” pane, in the “Type” field, select “Send me an Email “or” Send me an Sms”.

If you choose to get the notification by email – mark “V” in the field ” Use Custom Campaign” (1).
In the field “Email Campaign Name”, select the relevant campaign “Registration for the course”, which was not sent but is in draft mode (2) *.
Enter the email address to which the notification will be sent (3).
Clicking on the “+” icon will open field, where you can enter an additional email address (4).
When done, click the “Update” button.

* You can find an explanation on creating an email campaign in the guide Create and edit an email campaign.
Once the campaign is created, set the notification name as the name of the campaign.
In the design screen, select a basic template and add the relevant fields that you want to receive in the notification, such as: First name, Email (#email#) and phone number (#mobilenumber#).
When finished, click the “Save” button on the top menu of the screen and exit the campaign. That way the campaign will save in draft mode – you don’t need to send the campaign.

If you choose to get the notification by SMS –
In the field “SMS Campaign Name”, select the relevant campaign “Registration for the course”, which was not sent but is in draft mode (1) *.
Enter the phone number to which the notification will be sent (2).
Clicking on the “+” icon will open field, where you can enter an additional phone number (3).
When done, click the “Update” button.

* You can find an explanation on creating an SMS campaign in the guide Create an SMS campaign.
Once the campaign is created, set the notification name as the name of the campaign.
In the editing screen, select a basic template and add the relevant fields that you want to receive in the notification, such as: First name, Email (#email#) and phone number (#mobilenumber#).
When finished, click the “Save” button on the top menu of the screen and exit the campaign. That way the campaign will save in draft mode – you don’t need to send the campaign.

Finally, at the “Publish setting” screen, set the automation name and click on the “Publish” button,  in the bottom right corner of the screen.

That’s it, from now you will get a notification every time your form is filled out.