Original Question:
GOAT Empire asked us:
“Ok, I am sure this is probably an easy fix. If you can help me please do. When someone fills out my landing page form, I do not receive the information in my email. Can someone help please?”
Answer:
If you’re not receiving form submission notifications in your email when someone fills out your landing page form, you likely need to set up a trigger inside Agent CRM to send an email notification.
This video provides a step-by-step guide to setting it up:
👉 Watch Here
How to Fix This Issue:
- Check Your Form Settings
- Navigate to Sites → Forms inside Agent CRM.
- Open the form linked to your landing page.
- Verify that all fields (Name, Email, Phone, etc.) are properly configured.
- Create a Trigger to Receive Email Notifications
- Go to Automations → Triggers.
- Click “Create New Trigger” and set the event to “Form Submission.”
- Set the action to “Send Internal Notification” and enter your email address.
- Save and activate the trigger.
- Test Your Form Submission
- Fill out your form using a test email and check if the notification arrives in your inbox.
By setting up this trigger, you’ll ensure that every time someone fills out your landing page form, you receive an instant email notification with their details.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Automate New Insurance Lead Campaigns
- 3-Way Calling Made Easy with Agent CRM
- Quick Win Strategies for Insurance Agents
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one: