Form submission alerts enable a specified individual to be alerted via email when an Act-On form is submitted.
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.
Set up in New Forms
- Navigate to Content > Forms
- Edit an existing form or create a new form
- Click Properties
- Scroll down to Alerts
Please note:
geoIP bases a person's location based on the general geographic location usually associated with their IP address. Individuals using a VPN service or some ISPs may use an IP from outside their region, so geoIP may not always be accurate.
Set up in Classic Forms
To add or change form submission alerts:
- Navigate to Content > Forms
- Edit an existing form or create a new form
- Click Next
- Scroll down to Alerts
Comments
4 comments
When I put in someone's email address to receive alerts, what is the sender email address? Is it root@act-on.net, or something else?
Hi Nicolas! Thanks for asking - I just updated this article to be more clear. By default, this alert comes from root@act-on.net, but this can be configured to a different address (such as alerts@actonsoftware.com) upon request by our support team.
Is there a way to BCC an email for alerts?? We have our primary "service@" email address but members of the marketing/sales team also need to receive an alert without it being shown on the alert email.
Hi Stephen! There isn't a way to BCC in the alerts. Another option is sending the marketing/sales alert separately via an Automated Program – that won't include all of the details of the form submission but will notify the team that there's been an addition to the list. They can then log in to view more details if needed.
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