Generating Form Alerts

How Form Alerts Work

The alert email will contain all information included in the form submission, as well as a timestamp. You can also choose to add the visitor's location based on IP address.

You can enter individuals manually to receive a form's alerts, or you can use one of these automated options:

• Alerts based on geographic territory
  • To use this option, you will need to associate specific regions with marketing or sales users
• Alerts based on lead owner relationship
  • To use this option, you will need to set up Sales Prospects lists in Act-On

Set up in New Forms

1. Navigate to Content > Forms
2. Edit an existing form or create a new form
3. Click Properties
4. Scroll down to Alerts

Set up in Classic Forms

To add or change form submission alerts:

1. Navigate to Content > Forms
2. Edit an existing form or create a new form
3. Click Next
4. Scroll down to Alerts