How to Send a Form Capture Email Notification

When a ClickDimensions form is submitted, you are able to use form actions to send out an email notification to user(s) that contains a report of all information submitted in the form. Unfortunately, when using Form Captures, these form actions are not available. However, there is still a way to produce these emails.

If you have not already set up your Form Capture, the article explaining how to do so can be found here. Once you have set up your Form Capture, be sure that you have mapped all information that you would like to be available for the notification emails to fields on your lead and/or contact records.

After you have done this, navigate to Settings > Processes, then create a workflow based upon the Posted Form entity.

form-capture-email-notification-workflow-1

The first step is to check whether an instance of your Form Capture was submitted by checking to see if a Posted Form record based upon your Form Capture has been created. If a posted form record has been created, you then check to determine whether or not the record is associated with a lead or a contact. Next, set the properties of the email that will be sent.

The workflow should look similar to this.

form-capture-email-notification-workflow-2

The notification email can be reproduced using a CRM email and dynamic values. Any information from the Form Capture that has been mapped to a lead or contact record can be inserted into the email by using dynamic values formatted as seen in the above screenshot, just choose the appropriate fields that you’d like to insert into the email. Note that this is the email based upon a Form Capture submission by a contact. The email for a lead would be the same, except dynamic values would look like “{First Name(Lead(Lead))}” instead.

The properties of the email that you send should look similar to this.

form-capture-email-notification-workflow-3

After setting up the workflow, save it then Activate it. Now whenever a Form Capture is submitted, email notifications of the posted Form Capture data will be sent to you, your team, or whoever you named as recipient in your workflow.