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 emails manually to receive a form's alerts, either by typing individual addresses or pasting in a list of emails separated by commas. You can also 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

The email notification comes from the system alert email address set up for your account.

Alerts by Geographic Territory

Use geoIP Data (default)

By default, Act-On detects a Contact's location based on their IP address. Geographic Form alerts will send based on this geoIP data.

Use Form Data (optional)

As an optional feature, you can instead use the geographic data that is submitted on your form. Please contact Support to turn this on.

To use this data, your Act-On Form must have the following conditions:

• The form must contain fields for State, Postal Code, and/or Country
• These fields must be mapped to Act-On Standard Fields on the Form Submission List.

Steps

1. Go to Contacts > Other Lists > Form Submissions
2. Locate your Form Submission List and go to List options (drop-down arrow) > Maintenance > Identify List Columns
3. Select the appropriate Field Name for each Standard Field.
   • You can map Business fields, Home fields, or both.
   • If your form contains both addresses, Act-On will send alerts based off the Business address before it sends based on Home address

Standard Fields Used to send Form Alerts:

• Contact’s Business Country, or Contact’s Home Country
• Contact’s Business State, or Contact’s Home State
• Contact’s Business Postal Code, or Contact’s Home Postal Code

If your Contact does not provide their address on your form, Act-On will send the form alert based on their geoIP data. City and Street Address fields are not used for Form Alerts.

Example mapping with Contact's Home fields:

Instructions

Form Alerts can be set on each individual form, or they can be set by a User in their Website Prospector settings. This article will cover alert setup on New and Classic Forms. For instructions to set up Form Alerts by User, click here.

Alerts for 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

Options:

• Send an alert to up to 100 specific email(s)
• Alert CRM Users based on visitors:
  • who are in the CRM User's territory
  • are Owned by the CRM User
• Choose whether to include the geoIP information with the form alert.

Alerts for 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