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Set up submit actions, email alerts, and submit settings of a form
Set up submit actions, email alerts, and submit settings of a form

Different actions can be triggered when a respondent completes a form.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Submit actions are actions triggered once a form is submitted. These define how often respondents can complete your form and whether you add the respondent to a list or automation program after submitting.

Email alerts are notifications sent to designated recipients, or the respondent, when a form is submitted.

Submit settings allow you to configure the behaviour of your form. You can enable autosave, so content partially filled into a form is not lost, and bot detection to help prevent spam submissions.


Edit submit actions

You can allow your respondents to complete your form more than once and add them to a list once they submit it.

To edit your submit actions:

  1. Go to Content > Surveys, pages, and forms and select a form.

  2. Go to the Form options drop-down menu.
    Your form must contain Form blocks to access the Submit actions.

  3. Select Submit actions.

    • To edit how often your respondents can complete your form, select ONCE or MULTIPLE TIMES next to the Respondents can complete the form field.

    • To choose a list or program where respondents are added when they complete your form, select SELECT for either the To list or Enrol to program fields, and choose either a list or a program.
      To use these fields, you must use a Text box form block and it must have a Contact email or Contact mobile number question type.

  4. Select APPLY.


Set up email alerts

You can send an email alert to yourself and to the respondent of your form when they complete it.

To edit your email alert options:

  1. Go to Content > Surveys, pages, and forms and select a form.

  2. Expand the FORM OPTIONS drop-down menu.
    Your form must contain Form blocks to access the Email alerts.

  3. Select Email alerts.

    • To send an email alert to yourself when a form is complete, select Yes next to the Send to yourself field. You can list other email addresses in the Send to box and include the respondent’s answers by selecting Include response.

    • To send an email alert to the respondent when they complete the form, select Yes next to the Send to respondent field. You can send a new message or a triggered campaign.

      To use this field, you must use a Text box form block and it must have a Contact email question type.

  4. Select APPLY.

Learn more about enabling form email alerts in Set up email alerts for form submissions.


Edit form settings

You can choose to enable autosave, so if a respondent leaves your form half done, they can return to it and start where they left off.

Learn more about partially completed forms in Save a partially completed form.

You can also enable bot detection. Bot detection is a great tool to prevent spam because if the form notices the same IP fills it out multiple times in a short period of time, a CAPTCHA appears.

To edit your form settings:

  1. Go to Content > Surveys, pages, and forms and select a form.

  2. Go to the FORM OPTIONS drop-down menu.

    Your form must contain Form blocks to access the Settings.

  3. Select Settings.

    • To enable autosave, select YES next to the Autosave field.

    • To enable bot detection, select YES next to the Enable bot detection field.

  4. Select APPLY.

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