Use the Form Settings tab to configure the additional settings for your form.
Form Submission Settings
You can manage your form's submission settings under the section labeled After someone completes this form.
- Click the Enable reCAPTCHA switch to reduce spam submissions on your form.
Note: reCAPTCHA will be automatically be turned on for any form with a Credit Card field, and cannot be turned off. This is to protect customer’s credit card information.
- To send users to a specific URL after their submission, select Send them to a different page and enter the Page URL you would like to use.
- If you'd rather display a simple message to the user after their submission, select Display a message over the form and enter a title and message instead.
- To send notification email(s) when a user submits a form, select the Add button and add the recipient's name and email address.
- Delete any existing notification by click the icon next to the notification.
All notifications will be sent from the email address email@example.com. If you do not receive the form notifications in your inbox:
- Check to make sure that the notification email was not sent to Spam or any other folders other than your main inbox.
- You can add firstname.lastname@example.org to your email's Safe Senders List. Here are instructions on how to add an email address to your Safe Senders List.
Customize your form's submission button by entering a new call to action in the Button Text field and click Save! Your visitors are going to want to know what to expect when they fill out your form. Something as simple as changing your “Submit” button to say “Get a free quote!” can make a huge difference in the number of conversions you see.
Here are a few examples that have been proven to be effective:
- Sign up
- Sign Up Now
- Try for free
- Get started
- Learn more
- Join us
- Give [your brand] a Try
- Let's start a new project together
- Send Me Specials Now
- Keep Me Informed
- Let's Go!
- If custom CSS classes were used on any form fields, define the properties here. Bootstrap classes do not need to be defined.
- Click Save to submit.
Submission rules determine exactly how a new lead or contact will be added to the CRM after they submit your form.
You may edit your Form's Submission Rules from two places.
1. Manage Submission Rules from the Leads Inbox
If the form is being used as a source for the CRM Leads Inbox, you will manage its submission rules from the Leads Inbox - iHeart Business Forms page. To navigate to this page from within the Forms app, click Navigate to the Leads Inbox.
From there, click the three vertical dots next to the form you would like to edit, and select Submission Rules.
- In the first field, select a Contact Type for the new user. A drop-down menu will appear when you click on the field.
- Select the status that will be assigned to the new contact.
- Enter any Tags you would like to assign to the contact.
- Select who the contact will be assigned to.
If the option, Round robin is selected, contacts will be mapped to selected assignees, one at a time. For example, if three assignees are selected, the first contact created through this source will be assigned to the first assignee, the second contact to the second assignee, the third contact to the third assignee, and the fourth contact back to the first; and then the process will be repeated.
1. Manage Submission Rules from the Forms App
If the form you are editing is not being used in the CRM Leads Inbox, you may edit its submission settings right from the Forms app under the Submission Rules setting.
Duplicate Submission Rules
Use this section to determine what happens if a user submits the form more than once. These settings are all optional.
- To enable duplicate submission rules in the Leads Inbox, toggle this option "on." If you are editing a form within the Forms App, you will need to click Duplicate Submission Rules to open these settings.
- Select a Contact Type to use when a contact resubmits their information. Then select whether the new type should be added to the existing settings, or replace it instead.
- Select a Contact Status to use when a contact resubmits their information. Then select whether the new status should be added to the existing settings, or replace it instead.
- Select a Tag to use when a contact resubmits their information. Next, select whether the new tag should be added to the existing settings, or replace it instead.
- Select an Assigned To when a contact resubmits their information. Then select whether the new status should be added to the existing settings, or replace it instead.
More Duplicate Submission Settings
Select whether or not to overwrite mapped fields with values from duplicate submissions. This is also an optional setting.
Leaving this setting checked means that a duplicate submission can overwrite the values of the fields mapped to this source. Otherwise, a history item is simply created, and any possible change to individual fields is ignored.