Summary

This article shows you how to get an in-app notification, an email, or both when a customer submits a lead form. It also shows you how to limit notifications to certain locations.

Steps

Get an In-App Notification

1. Go to Left-hand Navigation: Reports & More » Groups.
2. Check the Notification: New Lead Received permission for each user group that should get the notification.

For more information, see Notification Center.

Get an Email

1. Go to Admin » Customer Portal » Lead Forms.
2. Select the name of the Lead Form to open it for editing.
3. Select Hidden Input from the Toolbox on the right. Gingr adds the field to the bottom of the form.
4. Edit the Hidden Input field that shows as Placeholder Label.

   

5. Clear the Display Label field and leave it blank.
6. Enter gingr_send_emails_to in Field Name.
7. Enter an email address in Default Value. Separate more than one address with a comma.
8. Select Save to save the field.
9. Select Save at the bottom of the Lead Form to save the form.

   

Limit Notifications to Certain Locations

To have only certain locations get an in-app notification:

1. Add a Location Field Type to your Lead Form.
2. Choose a Default Value for the Location field. This is optional.

Related Articles

• Embeddable Lead Capture Form Topic Outline
• Create or Edit a Lead Form How-To
• Advanced Settings for Embeddable Lead Capture Forms Reference