Forms & Customization

You can easily report for every new lead to a number of recipients. You can also send emails to different recipients based on the lead source using the “ref” URL parameter.

To report on every lead to recipients, please follow these steps:

1. Click on “Forms” at the side bar
2. Click on the “Settings” button of the form you want to adjust
3. Click on the “Recipients” tab
4. Edit the subject of the email under “Email Subject” field
5. Under “Lead Recipients (5 Max)” field, add up to 5 email addresses separated with commas
   Optionally, you may add recipients based on the source of the lead using “ref” URL parameter
6. Under “Recipients by Source” Click on “Add Recipients”
7. In the “Source” field, enter the value you expect to get in the “ref” URL parameter
8. In the “Recipients” field, enter the email address
9. Finally, click on the “Update Recipients” button

Note – if you are not familiar with “ref” parameter or custom sources please read Lead Sources