Form Email Overrides

Landing Page Form Email Overrides

Creating Email Override On Untouched Form

To create an email override on a form with no current override (please confirm there is no override already in place using these instructions first), you’ll want to first open the page that has the form on it. For example, if we wanted to update the Service form on a dealer’s site, we would want to navigate to the /rv-service page in ICC.

Once you’re on the page, you should notice somewhere in the content of the page a “FormSnippet” that you can click into to edit.

If you click on “Edit FormSnippet”, it will bring you into a menu with some options regarding the selected form.

The most important field we need to look at is the Setting Name area.

This is where we can add a variety of overrides (covered in other articles), but specifically where we will be adding our email override.

On the left field, we will add the parameter that sets the specific override we want to accomplish. In this case, that would be AccountOverRideEmail.

In the right field, we will add the specifics of the override itself. In this case, we would want to add whatever email(s) the override should be sending this form’s leads to. You can put multiple emails in this field, separated by commas.

It should look something like this once you’ve filled it out:

Once you’ve filled out both the left and right fields appropriately, click “Add” on the right hand side to add it as an override. It will form a box below the Setting Name area like so:

Once you have properly added the setting, you will want to hit “Submit” on the Select macro menu to save, and Save & Publish the page to save your changes.

Now, your override should be in place!

You may also choose to use this field to add a temporary override of your own email to troubleshoot something (i.e. checking to see if a lead sends out, or seeing what the autoresponder template is saying) – just make sure you delete your email from the list after testing.

Overrides in Custom Form Code

You may also find this override added directly into the code of a custom form. While this is strongly not recommended for more simple overrides like this, it is recorded here because it’s possible it may have been done this way in the past, and may need to be removed for future adjustments.

To find and remove this override, navigate to the custom form in question, and open the Code Editor to view the code of the form. At the very bottom of the form, there is a <p></p> section which contains some instructions for the form to abide by.

If you see a parameter that contains an email address in it like the example below, this is an email override baked directly into the code of the form.

To remove it, simply take the email out of the value=”” field, like so:

Adjusting Email Override On Form With Existing Override

If an override already exists on the form, when you open the FormSnippet on the page, you will see a box already in place with the override, like so:

To edit the current override, all you need to do is click the gear on the left hand side of the box. This will make the fields for both the setting name and the emails editable.

Once you’ve added/changed out the emails you want to edit, click “Done” to save the changes you just made, and the text fields will no longer be editable (and should display the changes you just made). Make sure you hit “Submit” on the Select macro menu and then Save & Publish the page for the changes to take place.

Multi-Location Email Overrides

There are some circumstances in which the dealer may request a form on a landing page has a location dropdown (or, in some other circumstances, other types of selections that may determine the direction of the lead). This cannot be handled in our current FormSnippet override area – it will need to be scripted into the content of the actual form.

More on how to do this coming soon!

Removing Email Override

To remove an email override that is in place on a form, simply click on the trash can icon on the override in question.

Once the box has disappeared, you will need to hit “Submit” on the Select macro menu, and then Save & Publish the page for the changes to take place.

VDP Form Email Overrides

Creating Email Override On Untouched Form

Unlike with the landing page overrides, we don’t have as easy access to editing these forms from the jump. This is because unlike the landing page forms, unit-related forms already have some default setup to them that is best to leave untouched. However, some dealers may still want to override these anyway, or we may need to put a custom form in place of a regular one for whatever reason that requires additional overrides.

To start with, we will need to navigate to the dynamic-inventory-detail page to edit these forms. This is the page that controls all the settings for the VDP.

Under the Developer tab, you will notice that there are some areas that correspond with specific forms, such as “Request Info Form” or “Make Offer Form”. This is where we can control both which form displays in that popup on the VDP as well as any settings that are necessary to override it.

However, in order for the settings field to populate, we need to actually add a form here. If we don’t want to change the actual form/use the default form, we will still need to add it here by logging in to the main InteractRV account and choosing a form from the StandardForms folder to add here.

The following default forms correspond with the standard fields:

If you are adding a custom form, then this form should be present in the dealer’s Forms folder.

Either way, you need to select a form to override in this field. Once you have picked a form, the name of the selected form will appear, and the Setting Name field you need to create the override will appear as well.

On the left field, we will add the parameter that sets the specific override we want to accomplish. In this case, that would be AccountOverRideEmail.

In the right field, we will add the specifics of the override itself. In this case, we would want to add whatever email(s) the override should be sending this form’s leads to. You can put multiple emails in this field, separated by commas.

It should look something like this once you’ve filled it out:

Make sure you click the “Add” to the right of the Setting Name fields to apply the setting. Once you do so, it will appear in a box below the editable fields, like so:

Finally, to ensure your changes are put into place, you will need to hit Save & Publish in the bottom right to save the VDP settings.

Adjusting Email Override On Form With Existing Override

If an override already exists on the form, when you open the VDP Developer tab, you will see a box already in place with the override, like so:

To edit the current override, all you need to do is click the gear on the left hand side of the box. This will make the fields for both the setting name and the emails editable.

Once you’ve added/changed out the emails you want to edit, click “Done” to save the changes you just made, and the text fields will no longer be editable (and should display the changes you just made). Make sure you hit Save & Publish on the VDP settings for the change to go into effect.

Multi-Location Email Overrides

Similar to landing page forms which have complicated routing procedures that can’t be covered by the standard setup (unit at [x] locations goes to the email on [x] location’s information in the Settings > Locations fields), we will need to add a script to the form that covers the specific requirements for this dealer’s overrides. We should strongly recommend to dealers that they do not override the settings we already have for location based leads, but this does not always work.

To add these overrides, follow the same directions as the above multi-location form settings section by adding a script into the code.

Removing Email Override

To remove an email override that is in place on a form, simply click on the trash can icon on the override in question.

Once the box has disappeared, you will need to hit Save & Publish on the VDP settings for the change to go into effect.