Submission rules

Submission rules determine exactly how a new lead or contact will be added to the CRM after they submit your form.

 

Edit submission rules

  1. Click Submission Rules.



    A menu will appear, where you can set your Leads Inbox form submission rules.

     
  2. In the first field, select a Contact Type for the new user. A drop-down menu will appear when you click on the field.
  3. Select the status that will be assigned to the new contact. 
  4. Enter any Tags you would like to assign to the contact.
  5. Select who the contact will be assigned to. 

    If the option, Round robin is selected, contacts will be mapped to selected assignees, one at a time. For example, if three assignees are selected, the first contact created through this source will be assigned to the first assignee, the second contact to the second assignee, the third contact to the third assignee, and the fourth contact back to the first; and then the process will be repeated.

 

Duplicate submission rules

Use this section to determine what happens if a user submits the form more than once. These settings are all optional.

  1. To enable duplicate submission rules in the Leads Inbox, toggle this option "on." If you are editing a form within the Forms App, you will need to click Duplicate Submission Rules to open these settings.  

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  2. Select a Contact Type to use when a contact resubmits their information. Then select whether the new type should be added to the existing settings, or replace it instead.
  3. Select a Contact Status to use when a contact resubmits their information. Then select whether the new status should be added to the existing settings, or replace it instead.
  4. Select a Tag to use when a contact resubmits their information. Next, select whether the new tag should be added to the existing settings, or replace it instead.
  5. Select an Assigned To when a contact resubmits their information. Then select whether the new status should be added to the existing settings, or replace it instead.
  6. Select whether or not to overwrite mapped fields with values from duplicate submissions. This is also an optional setting.
    Note: Leaving this setting checked means that a duplicate submission can overwrite the values of the fields mapped to this source. Otherwise, a history item is simply created, and any possible change to individual fields is ignored.