Alerts & Completions
Who gets told about a submission, by which channel, and where to find every completion a form has recorded.
Choose Who Is Notified About Submissions
Set up the watch lists and the assignment alert on a form — who hears about every submission, who hears when a lead is theirs, and on which channel.
Completion Statuses Explained
Every completion carries a status showing how far the submission got. What each of the five statuses means, what to do about it, and what a completion...
Find and Read Form Completions
Every submission a form has ever received is stored as a completion. Where to find them, how to read an individual submission, and what the completion...
What the Alerts Contain
A reference for both form alerts — the submission alert and the assignment alert — including the fields each carries, the wording that varies, and the...
When Nobody Is Notified
Why a form alert did not arrive, why a colleague cannot open a completion, and why somebody received two emails about the same submission.
Who Gets Told About a Submission
Every submission produces two different kinds of alert — one telling a watch list that a form came in, one telling the lead's owner it is theirs. What...
