As you build your form, you may add questions or other interactions that are significant to someone on your team. For instance, the visitor reached a certain part of the form or answered a question with a specific answer that indicates they're qualified for further sales action on your end, even if they don't book with you during the form or complete all the questions.
You can add internal email notifications at any point in the form, so the right people stay updated on your new lead and their engagement with you. The email alert action is 100% internal to your team. Your visitors will not see this interaction on their end and they will not receive any notifications from it.
1. Identify which interactions need an email notification.
This may be a critical qualification interaction, such as team size or a specific product they're interested in learning more about.
2. On the Routing tab, create routing logic to that email alert
For each relevant interaction, you can add a rule that routes the form to the email alert action. For instance, you can send an email whenever a visitor reaches that interaction in the form, or you can send it only if they answer a certain way.
Either route to an already-existing email action or you can create a new one from the routing tab (Then route to +Create new interaction).
3. Creating the email alert action
As mentioned, you can either create this action from the routing tab on the previous step or create a new one by dragging an Email alert action into the form.
Fill out the relevant fields you'll see in the email sent to the chosen recipients.
Be sure you route to the next step on the Routing tab so the visitor has a seamless experience.