This article will cover how to override the email that a specific form is sending to. There are a variety of ways to accomplish this depending on the desired end result and the location of the form. An email override ONLY changes where the email copy of the lead in question goes, it does not change Lot ID or CRM settings.
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!
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
Coming soon!
Multi-Location Email Overrides
Coming soon!
Removing Email Override
Coming soon!
VDP Form Email Overrides
Creating Email Override On Untouched Form
Coming soon!
Adjusting Email Override On Form With Existing Override
Coming soon!
Multi-Location Email Overrides
Coming soon!
Removing Email Override
Coming soon!