How to Make Form & Survey Submission Notifications in HighLevel Form Settings

• Getting Started with Email Notifications for Form Submissions
• What Happens Next?
• Benefits of Email Notifications
• Practical Use Cases
• Conclusion

Staying on top of form submissions is crucial for maintaining efficient communication and workflow in your business. With Go High Level, you can now receive email notifications for form submissions without setting up complex automations. This feature allows you to stay updated with real-time alerts, ensuring you never miss a beat. Here’s a step-by-step guide to setting up email notifications for your forms.

Getting Started with Email Notifications for Form Submissions

To begin, ensure you are logged in at the sub-account level of Go High Level. Once logged in, follow these simple steps:

Step 1: Navigate to Sites

On the left-hand side of the dashboard, scroll down and click on “Sites.” You can set up notifications for either forms or surveys, but for this example, we will focus on forms.

Step 2: Create or Edit a Form

You have two options: create a new form or edit an existing one.

• To Create a New Form:
  1. Click on the blue “+ Add Form” button at the top right.
  2. Choose to start from scratch with a blank form.
• To Edit an Existing Form:
  1. Find the form you want to edit.
  2. Click on the three dots next to the form name and select “Edit.”

Step 3: Enable Email Notifications

Once you are in the form editor:

1. Click on the Bell Icon: On the left-hand side, you will see a bell icon. Click on it.
2. Toggle Email Notification: You will see the “Form Notification Email” option. Toggle the button to the right to enable email notifications.

Step 4: Customize Notification Settings

• Subject Line: The subject line will automatically populate with the form name. You can change this if needed.
• Recipient Email: Specify who should receive the notification. This could be yourself or a team member, depending on the form’s purpose.
• Sender Name: Enter a sender name. If left blank, the sub-account name will be used by default.

Once you have configured these settings, click “Save” to save the notification settings, and also save the form itself at the top right.

What Happens Next?

After setting up the email notifications:

1. Submission Notification: When someone completes and submits the form, an email notification will be sent to the specified recipient.
2. Email Content: The email will include:
   • Information filled out in the form
   • Time zone and submission date and time
   • URL of the submitted form

Benefits of Email Notifications

Implementing email notifications for form submissions offers several advantages:

1. Real-Time Alerts: Stay updated with form submissions as they happen, allowing for quick responses.
2. Enhanced Workflow: Streamline your operations by ensuring key team members are immediately informed of new submissions.
3. Improved Customer Service: Respond to inquiries or completed forms faster, enhancing customer satisfaction.

Practical Use Cases

This feature is particularly useful in various scenarios:

• Customer Inquiries: Instantly notify your sales or support team about new customer inquiries.
• Event Registrations: Keep track of event sign-ups and registrations in real-time.
• Feedback Forms: Quickly address customer feedback or concerns by getting instant alerts.

Conclusion

Setting up email notifications for form submissions in Go HighLevel is a game-changer for maintaining efficient communication and workflow. By following these simple steps, you can ensure that you and your team are always in the loop, enabling timely responses and better customer service. Get started today and streamline your business operations with real-time form submission alerts.