How To: Enable Automations for Intake Forms

Streamline Intake Forms with Automations: Trigger Actions Based on User Responses

Overview

Automations in intake forms allow you to trigger specific actions based on user responses. To enable automations, you must include a question with multiple choices or alternatives and save the form. After saving, you can assign an automation by selecting the lightning bolt icon next to the desired response.

Steps to Enable Automations

1. Add a Question with Multiple Choices you can choose Single Answer or Multiple Answers

To use automations, your intake form must include at least one question with multiple-choice options or alternative answers. This ensures that an automation can be triggered when a user selects a specific response.

2. Save the Form

Once you've added the necessary question, save the form. Automations cannot be configured until the form is saved.

3. Assign an Automation

After saving the form, follow these steps to assign an automation:

1. Locate the multiple-choice question.
2. Click on the lightning bolt icon next to the answer choice where you want to add an automation.
3. Select the automation you wish to trigger when a user selects that response.
4. Save your changes.

Important Notes

• Automations are only available for questions with multiple choices or alternative responses.
• If the lightning bolt icon is not visible, ensure you have saved the form after adding the question.
• You can add different automations to different response options.

By following these steps, you can ensure that automations function correctly and enhance the efficiency of your intake forms.