After submission settings and Automations with Forms

Learn how to set up actions after someone submits through a Form.

Use the After Submission area to: - Send a notification to your team when a submission is handled through this Form. You can add multiple emails, just hit the tab button after you enter each email. Don't forget to save! - Send the submission contact information to a third party email provider i.e. MailChimp, ConvertKit, etc. - Send the contact to a custom thank you page after they complete their submission

Webhooks

To send the information capture by your Form to a webhook URL:

  • Create a new Form or edit an existing one.
  • Click the More Actions dropdown.
  • Select Webhooks:

Automations

Offer Grant

To grant an Offer after someone submits through a Form:

  • Create a new Form or edit an existing one.
  • Scroll down to the Automations section and add a new Automation.
  • Choose "Grant an Offer" as the Then action:


Subscribe

To subscribe someone to an Email Sequence after they submit through a Form:

  • Create a new Form or edit an existing one.
  • Scroll down to the Automations section and add a new Automation.
  • Choose "Subscribe to Email Sequence" as the Then action:


Tagging

To add a tag to someone after they submit through a Form:

  • Create a new Form or edit an existing one.
  • Scroll down to the Automations section and add a new Automation.
  • Choose "Add a tag" as the Then action:

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