When someone Completes an anonymous Form
When someone Completes an anonymous Form runs when someone submits a public form that is not linked to a client record, such as a contact form on your website. Because there is no client or contact to message, the actions notify your team.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators |
|---|---|
| Form Template | is part of all, is part of any, is not part of all |
| Form Response | equals, not equals, is part of all, is part of any, is not part of all, lesser than, greater than, lesser than equal to, greater than equal to, is more than X period from now (future), is less than X period from now (future), is less than X period ago (past), is more than X period ago (past) |
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
Every action on this trigger can wait minutes to months.
| Action | What it does |
|---|---|
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. |
Example
Alert your team about a new enquiry
- Create a rule with the When someone Completes an anonymous Form trigger.
- Add the condition Form Template is part of any "Website enquiry".
- Add the action Notify Staffs via WhatsApp or Send Email to your front desk.