Receive Notifications When a Lead Form Is Submitted (How-To)

Receive an In-App Notification When a Lead Form Is Submitted

To receive an in-app notification, you must have the permission Notification: New Lead Received checked for your user group. Navigate to Left-hand Navigation: Reports & More » Groups and select the groups you would like to receive the notification.

For more information, please see our article on the Notification Center.

 

Receive an Email When a Lead Form Is Submitted

  1. Navigate to Admin » Customer Portal » Lead Forms.

  2. Click on the name of the Lead Form to open the form for editing.

  3. From the Toolbox on the right, select Hidden Input. The field will be added to the bottom of the form.

  4. Edit the Hidden Input field showing as Placeholder Label.



  5. Display Label: Clear this field out, leaving it blank.

  6. Field Name: gingr_send_emails_to

  7. Default Value: Enter an email address. Separate multiple email addresses with a comma.

  8. Click Save when finished to save the changes to the field.

  9. On the bottom of the Lead Form, click Save to save the changes to the Lead Form.

 

Control Which Locations Receive Notifications for Leads

If you would like for only certain locations to receive an in-app notification when a lead form is submitted, you'll want to:

  • Add a Location Field Type to your Lead Form
  • Optionally, choose a Default Value for the Location field.

 

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